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Access Equity Release, putting your clients first

By Trevor Hanson, Business Development Manager

At Access Equity Release they are proud of their excellent standards in customer service and quality advice. Here is just one example from a client who valued their open and thorough advice process before she decided to go ahead.

Fifteen months ago, I investigated a lifetime mortgage. My advisor was brilliant but I decided the time wasn’t right for me to go ahead. So when I revisited the idea in November last year, I decided not to shop around but go back to the man I felt I could trust. And I wasn’t disappointed.

Knowledgeable, straightforward, reassuring and incredibly patient (I must have asked him the same questions a hundred times) he guided me through the process paying real attention to detail.

My hand was held throughout. He never failed to return a phone call and would call regularly himself just to check that things were going smoothly and I was okay with everything.

The mortgage has been completed and I am able to proceed with the outside refurbishment of my house as well as pay off my debts. At last I can use my pension for living, and even saving, rather than simply furnishing debt…

If ever I need future advice, he will be my go-to advisor. If there were more stars to award, I’d still give him the maximum.

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Giving their clients best in class customer service is very important and Access ER’s efforts in this area are backed up by winning the 2019 investment Life and Pensions, Moneyfacts Award for “Equity Release Adviser of the Year” Access ER were also a finalist in 2020 for the same award as well as a finalist for the What Mortgage “Best Equity Release Broker and Best Equity Release Broker Customer Service Awards”.

They take care of their clients with a personalised service, this means each client is given a dedicated adviser who is their main point of contact. They maintain weekly contact with clients throughout the process and record all advice and conversations.

Why refer your Client?

  • Retain all regulatory responsibility for the advice they provide your client
  • Totally independent and can access some of the best deals available on the market
  • Provide the most appropriate advice and always focus on the best customer outcome
  • Pay market leading referral fees
  • Provide you regular updates on your customer’s case
  • You retain your client….

Refer your Client today

To refer your client to Access Equity Release all you need to do is fill in a referral form and send it to clients@accessequityrelease.com. Access Equity Release’s fantastic and dedicated Client Services Team are also on hand to answer any questions you may have, call them on 0333 000 2099.

You can also speak to Business Development manager, Trevor Hanson

Call – 07867542016

Email – thanson@accessequityrelease.com

REFER YOUR CLIENT S TODAY!