Equity release

Are you looking for reliable, independent equity release advice in Cheltenham or Gloucester? At Aspire Financial Planning we offer ethical, confidential whole of market, independent equity release advice. We can help you to understand all types of equity release and will help you to make an informed choice by highlighting all the pros and cons.

What is equity release?

Equity release can be used to release cash from your main home or investment property. The funds can be released for any purpose including topping up your retirement income, paying off your mortgage or even buying a new home.

Helping you to make the correct choice

There are many kinds of equity release plans and we can help advise you on the right choices. It can be helpful in certain circumstances but it is not suitable for everyone. It is a lifetime mortgage or home reversion plan and we can help you to understand the features and risks with a personalised illustration.

How does it work?

Equity release plans can vary. The value of your estate and therefore any inheritance you may leave will be reduced and your tax position and certain state benefits may be affected. At Aspire Financial Planning we offer free initial discussions. We typically charge a fee of £399 when we provide a recommendation.

All your initial consultations and exploratory conversations are free, we believe its important that you make the right choices without any pressure.


Get in touch with the team.

Call: 01242 248181

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We at Aspire Financial Planning in Cheltenham are focussed on making your money and assets work harder for you. Whether you want expert mortgage advice, to relase equity in your home or to make plans for your pension or financial investments – we have the knowledge and experience to guide you to your goals. For friendly, jargon-free advice from a local independent financial adviser in Cheltenham, get in touch with our team today.