EQUITY RELEASE

Equity release advice by professionals

Get in touch with the qualified team at Acumen Independent Financial Planning today. We offer advice on equity release, helping you meet your financial goals. 

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"What is equity release?"

Equity release is a means to access the money that is tied up in your property. In order to be eligible for this, you need to be over the age of 55. At Acumen Independent Financial Planning, we can help you understand every aspect of this process so that you can access the money associated with your property. Based in Swansea, we also cover its surrounding areas in South Wales. Get in touch with us to discuss your requirements. 
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Improve your standard of living

Do you want to increase your income? If so, then Acumen Independent Financial Planning can help. We can advise you on earning additional income regularly, using equity release. This process involves utilising your home as an added source of finance. You can easily gain access to this extra money without having to deal with the hassle of moving to a new home. Equity release has two options, lifetime mortgage and home reversion. You can count on us to advise you on the matter, and also suggest if this is something that will be suitable for you. In addition, we also offer advice on commercial finance options for clients' throughout South Wales.

Hassle-free property remortgaging

  • If you are opting for a lifetime mortgage, you and your partner must be at least 55 years old
  • You need be the owner of a property in the UK, which must be your primary residence
  • The option is not ideal if you have dependants
  • Any loan or mortgage secured must be paid off as soon as possible
  • You will need to keep the property well-maintained and insured
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Get in touch with us

Get advice on equity release with Acumen Independent Financial Planning in Swansea. Call us on
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