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We have a Portfolio Management Service (PMS), available to all our clients.

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Equity Release Plans


At Chadney Bulgin LLP we have a qualified and experienced team of Advisers providing equity release solutions. We understand that releasing money from your home is a big decision, so a member of our expert staff is always on hand to guide you through the options available.
Nowadays it's a worry for many people that pensions and investments are no longer providing the lifestyle that they had hoped or planned for in retirement. Coupling this with the fact that people are living longer means that those in retirement may need to look for an alternative source of income.


We can advise you in how you can release some of the equity in your home to provide you with a tax-free cash lump sum or income, without having to sell up and move.  Click here for further information.

Are you considering an equity release plan?

As everyone is different, it is vital that you talk to an Independent Financial Adviser. We can discuss the benefits of the Equity Release Plan, in the comfort of your home.


The decision to release equity from your home is an important one and to clearly understand your real needs we recommend that all clients are given a full financial review with one of our qualified Advisers. They will then discuss with you whether equity release is the right option for you.


The initial consultation is free and our Adviser will provide you with a personal illustration, detailing how much money you could release. You will be under no obligation to commit to the Plan and the consultation will give you the opportunity to ask any questions you may have about Equity Release to find out if it's suitable for you.

Things to consider

This is a lifetime mortgage.

To understand the features and risks, ask for a personalised illustration.

Taking out a lifetime mortgage could affect your tax position, your eligibility for means-tested benefits and ability to move or sell your property.

Qualifying criteria apply to products.

A lifetime mortgage will reduce, possibly to nothing, the amount that you or your estate receives when your home is eventually sold.

Other terms and conditions apply.

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