Welcome to Dorset Financial Planning - Equity Release Bournemouth

For free initial advice call:
01202 416856 or 07862 708429
Call: 01202 416856 or 07862 708429
Call Julia on:
07862 708429 or 01202 416856
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RELEASING EQUITY FROM YOUR HOME IS A BIG DECISION, WHICH IS WHY OUR ADVISERS WILL:
·         Establish if equity release is right for you;
·         Talk you through your options;
·         Advise you on how much you can borrow;
·         Answer any questions you have;
·         Talk you through the process.

INDEPENDENT AND KEY VALUES:
Dorset Financial Planning Equity Release is 'independent' business based on the south coast in Bournemouth, Dorset serving the county and beyond. We provide advice based on Retirement Interest Only and Lifetime Mortgage (otherwise know as equity release).

WHOLE OF MARKET
Our independent 'whole of market' advisers will compare the market to access the lowest interest rates and most suitable product with the following key values:

  • Offering products and advice you can put your trust in.
  • Plans that are fully explained to you.
  • Market leading expertise and customer service.
  • Some products are award winning.

BIG ENOUGH TO PROVIDE QUALITY BUT SMALL ENOUGH TO LISTEN AND RESPOND
Dorset Financial Planning Equity Release combines the use of a network that is big enough to know and advise on regulatory and legal responsibilities and ongoing financial product development, whilst being independent enables us to remain small enough to listen and respond by providing a personal, impartial and attentive service.  

FIND OUT MORE
To find out if equity release lifetime mortgage is right for you:
Call on 01202 416856 or 07862 708429 or email: julia@equity-release.property
PERSONAL SERVICE AND EXPERIENCE
Advisers at DFP Equity Release put good customer outcomes at its heart with a personal service and are happy to go at your pace.  Best advice and lasting customer satisfaction is paramount and the reason our business is growing from strengh.  With many years experience, our specialist equity release advisers have helped plenty of people release money from properties large and small.  Whether is is quality face to face advice, on the phone or via an online application, our advisers will give you all the help you need to achieve your objectives witho our comprehensive support.

We encourage family members or friends to be involved with discussions and the decision-making process.  It is up to you of course whether or not you do have a third party present or not during our meetings and we can present the information in a way you may feel easier to understand or if you require longer to consider my advice please let us know.  We will do our utmost to answer any of your questions so you understand and can make any decisions necessary throughout the advice process and afterwards.

TRANSPARENCY AND ACCOUNTABILITY
DFP Equity Release is regulated by the Financial Conduct Authority and proud member of the Equity Release Council (ERC).
There is no initial cost for an equity release consultation. It may not be right for your circumstances, and if that is the case, we will advise you accordingly. It is also important to discuss this with anyone that your choices may impact in the future, particularly your family.  Only if you choose to proceed and your case completes will DFP Equity Release charge an advice fee, currently not exceeding £1,495.iA lifetime mortgage may affect the value of your estate and your entitlement to means-tested state benefits. Our adviser will talk you through this and the setting up costs before you make any decision to proceed.
You can search our website here
Contact Us

Address:  7 Ravine Road, Bournemouth, BH5 2DT
Phone:  07862 708429 or 01202 416856

Julia Crump, trading as DFP Equity Release, is an Appointed Representative of TenetLime Ltd which is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 779271.ng
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