STAMP DUTY HOLIDAY DEADLINE

Access Equity Release

Introduction

Access Equity Release are totally independent and provide advice from across the equity release market.  They have an award winning team of advisers, dedicated solely to Equity Release.

As full Members of  The Equity Release Council, they only recommend lenders and products approved by them. Access Equity Release specialise in face to face advice, covering the whole of the country but will work by phone or video call where required. Their dedication to service & clients shows in their winning of ‘Best Equity Release Adviser’ at the 2019 Moneyfacts awards and being listed as a finalist for 2020.

Key Features:

All of their advisers hold a minimum of CeMAP and CeRER. Their Adviser Development Manager, Desmond O’Hara sits on the Equity Release Council advisory panel. Every equity release case written is subject to rigorous compliance checking prior to completion, no exceptions. They have worked this process for many years and feel they are leading where others will follow, particularly in 100% compliance file reviews on every case prior to completion. The safeguards for their clients means that their Compliance Manager must sign off the file for suitability of advice and email the acting solicitor before completion is allowed.

Their personalised service means that their clients have a dedicated adviser who is their main point of contact, whenever needed. They offer a two stage appointment, a fact find followed by a presentation, both conducted in the client’s home where possible.  Access Equity Release maintain weekly contact throughout the process and record all of their advice and conversations.  All clients also benefit from an at-home meeting with a solicitor before completion, as is required by the Equity Release Council.  They are happy to talk and meet with introducers and can even provide seminars on equity release and associated products to your clients if required.

Refer your customer

To refer your customer to Access Equity Release, all you have to do is complete this referral form and email it to client@accessequityrelease.com.

Their friendly Client Services Team are also on hand to answer any queries you may have before, during and after referring your clients. Call them on 0333 000 2099.

Contact Details:

Call 0333 000 2097 lines are open Monday to Saturday 9:00am – 6:00pm.

Get in touch with us today.

Need criteria support? Contact the experts on our Broker Support Team.