FINANCIAL

Equity Release

Equity Release is a way to release cash from the value you have in your home in later life when, for example, you may not have an income to support a loan or your requirements are more specific to that of a mortgage. Designed for people over 55, money can be released tax free to help family embark on the holiday of your dreams, pay off loans and much more.

WE ARE NOT AUTHORISED TO PROVIDE ADVICE FOR EQUITY RELEASE PRODUCTS. THIS WILL BE PASSED TO A SUITABLY QUALIFIED AND AUTHORISED SPECIALIST. TO UNDERSTAND THE FEATURES AND RISKS ASK FOR A PERSONALISED ILLUSTRATION

Equity Release will reduce the value of your estate and may affect your entitlement to means tested benefits and tax status

You are strongly advised to register a lasting power of attorney to mitigate the risks associated with managing financial affairs in the event of cognitive decline

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"We are first time buyers and Sam led us gently through the process of finding a suitable mortgage and understanding the different terminology and processes. I am a PhD student and this added an extra layer of challenge but we have ended up with a mortgage we are really happy with. He was always very quick to respond, informative, helpful and supportive."

"Gideon was absolutely brilliant! Our mortgage request hasn't been the easiest journey but he never left us, kept chasing for us and kept being very responsive all along. As first time buyers, Gideon was incredibly patient and made our experience as smooth as humanly possible. We definitely recommend TR Financial for their extreme politeness, competence and professionalism."

"Great service from TR Financial. I would definitely recommend them to any one looking for a Mortgage. My recent Mortgage went through without any issues. Thanks TR Financial. A very happy client. I Griffin Camberley, Surrey."

"Gideon and Sam have provided a first rate service and I can't recommend them highly enough. I have been dealing mostly with Gideon and he is incredibly thorough and and has been an absolute pleasure to work with. No matter how many questions I have brought to him, he always gets back to me quickly and has kept me in the loop throughout the whole of the mortgage process."

"TR Financial are the best at what they do because they’re knowledgeable we, patient and affordable. These factors are key when getting financial guidance or assistance. Gideon is professional and personable making sure everything runs smooth and is happy to answer any questions along the way. I’d recommend them and I’d use them again in future hopefully. Thank you!"