Why choose us for your Equity Release advice?

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Karen Cottrill

Equity Release Advisor

Member of The Equity Release Council

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Trusted Expertise

As a member of the Equity Release Council you can trust our principled approach.

Personal, face to face service.

We see all our clients face to face.  You can either make an appointment at the Evesham office or we can visit you in your own home if you are unable to travel.

Honest Advice

We only advise people to take Equity Release if we are confident it's right for them. We believe it's important for our clients to feel at ease, which we hope is helped by our friendly and easy going approach.

Fair pricing

All costs are disclosed at the beginning, giving our clients complete transparency. 

Advice and reassurance

We ensure our clients fully understand the process and believe it's important for you to take as much time as you need.

Highly recommended

We are proud to say that we have lots of satisfied clients who would happily recommend us.

No upfront charges.

If you decide not to go ahead – at any point in the process - there would be no charge.

What our customers say...

Highly recommended

We are proud to say that we have lots of satisfied clients who would happily recommend us.

But don't just take our word for it - if any of our clients stories resonate with you - simply click on the link to read their full story.


Karen was entirely open and honest, and invariably cheerful and friendly, inspiring in me the confidence to complete the procedure.

I would unreservedly recommend Karen to anyone considering equity release.

Ann, 74

A kindly reminder

  • Remember, interest builds up throughout the lifetime of the loan and is added to both the loan and the interest previously added. This quickly increases the amount you owe.

  • Your loan and interest are usually repaid from the sale of your house when you pass away or go into long term care, subject to the lender's terms and conditions.

  • Equity release will reduce the amount of inheritance you can leave and may affect your tax position and eligibility for welfare benefits.

  • Because of this, a lifetime mortgage isn't suitable for everybody, and it depends on your personal circumstances. Find out more about our lifetime mortgage to see if its right for you. 

To find out how much equity you could release tax-free, call or make an appointment with Karen.
         Friendly, personable service
         Find out if you qualify
         No obligation to purchase
Call today on 01386 712308
Get your FREE Guide
Or if you prefer, you can request a free guide that tells you everything you need to know about equity release.