01823 669 897
35A Fore Street, Wellington, Somerset, TA21 8AG
info@forwardfp.co.uk
35a Fore Street, Wellington, Somerset, TA21 8AG, United Kingdom Tel: 01823 669 897 | Fax: 0871 5944785
Forward Financial Planning is a trading name of FFP (SW) Limited a company registered in England under company number 5944323
Registered address 35A Fore Street, Wellington, Somerset TA21 8AG.
Authorised and Regulated by the Financial Services Authority No. 452318 and is registered under the Data Protection Act No. Z9523794.
There will be a fee for this type of advice. The precise amount will depend upon your circumstances, but we estimate that this will be;
For equity release products 1% of the advance (e.g. £60,000 X 1% = £600) ; subject to a minimum fee of £500.00
You have the option to pay us a fee and receive any commission which we are paid. If you choose this option, we estimate that the fee will be a minimum of £500.00
Equity Release
"Asset Rich, Cash Poor.... Release The Potential"
Home Equity Release Mortgages
Are you "Asset Rich - Cash Poor?"
Do you own your own property but have limited income?
Are you planning the trip of a lifetime or helping fund a family wedding?
Do you need money but want to stay in your own home rather than move to a smaller property?
More and more people are finding themselves in this position and are seeking a solution. Releasing some of the capital in your home might be the answer? We can help and advise you on the best way forward.
Only plans that meet stringent criteria will be recommended.
All plans need to adhere to the Safe Homes Income Plan (SHIP) regulations.
No "Negative Equity" Guarantees are an essential consideration.
"Face to Face" appointments with direct family members is crucial.
We have fully qualified advisers able to give advice and make recommendations in this extremely specialised area of financial planning.
The FSA do not currently regulate some forms of mortgages.
Your home may be at risk if you do not keep up the repayments on a mortgage or loan secured on it.
Forward Financial Planning do not currently advise on Home Reversion Plans.
This is a lifetime mortgage. To understand the features and risks, ask for a personalised illustration.
