Financial advice in later life and retirement

At Private Wealth Mortgages we are committed and passionate about helping borrowers at every stage of their life, hence our motto, ‘Advice for Life’.

Call us on 01403 270006 or contact us for a free no‑obligation chat

We will guide you through what is available for borrowing in later life, consider your situation with care and compassion and find the best value option for your circumstances.

A little more about us and how we can help

Making sure you and your loved ones have financial security in later life often means talking about sensitive issues. Wills and trusts, protection of investments, re-mortgaging and preparing for what the future holds can all be difficult topics. At Private Wealth Mortgages, our expert advisers are highly regarded for their compassion and care when helping customers plan ahead. We frequently visit people of retirement age in their own homes to discuss concerns or answer questions, with other family members present.

We have over 30 years of combined experience in retirement mortgages, re-mortgages, equity release and financial planning. So, whatever aims and goals you have for your retirement, we can help you make personal plans based on informed, intelligent advice. We also work with trusted partners such as solicitors, accountants and financial advisors who can help you prepare for – and enjoy – your retirement. Together we aim to make the mortgage or financial process as simple and worry-free as possible for you.

We are authorised and regulated by the Financial Conduct Authority (FCA). We are also members of the Equity Release Council (ERC), the industry body for equity release mortgages. So whatever age you are and however you are planning to finance your retirement our expert retirement mortgage advisors will discuss your personal circumstances and explain all the options available to you in a way that is unbiased and easy to understand. What’s more, we offer an initial consultation with a review of your current circumstances and income levels for free and with no-obligation.

For borrowers over the age of 55 who wish to mortgage into retirement or use the equity in their home to release some tax-free cash, there are many options available. It can seem confusing, but we are here to help.

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Registered in England & Wales, no 5603163
Private Wealth Mortgages Ltd is authorised and regulated by the Financial Conduct Authority. FCA Number: 445980

Private Wealth Mortgages Ltd, Hillreed House, 54 Queen St, Horsham, West Sussex, RH13 5AD

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