UK Finance Awards 2023

“Receiving independent equity release advice can be a worrying and confusing time for customers,” Richard explains. “We believe we offer an approachable service and will help the customer explore all options before committing to equity release. If we feel equity release is not the most suitable solution, we will inform the customer so they can explore all of their options before committing to an equity release product.” Primarily serving customers over the age of 55, the firm also offers a comprehensive selection of later life planning services, including wills, will trusts, lifetime trusts, and Lasting Powers Of Attorney. Whether you are looking to write a will, review your existing will, or set up a trust, the firm is equipped with the experience and knowledge needed to ensure that the job is completed properly. In this, Richard and his team guide clients through the difficult choices that need to be made, providing them with exceptional support. To understand the quality of Smart Equity Release’s services, one must simply take a look at Richard’s reviews on VouchedFor, where he has an impressive five-star rating. For example, one satisfied customer shares, “We are in the process of renovating a property and wished to release some equity to complete the building works. Richard Jones gave us valuable advice regarding equity release and other methods of gaining income to continue our building work. The advice given helped us to make the right decision for us.” For its excellence in all areas, Smart Equity Release has been awarded Best Equity Release Specialists, North West England, in the UK Finance Awards 2023. In the future, the company hopes to expand its offerings to include independent mortgage advice, independent financial and pension advice, and estate planning services. Through this, it aims to help the whole family by offering whole of market advice in all the key areas. In addition, in 2024, Smart Equity Release will be opening an office in West Kirby, Wirral, to help more local people access approachable and accessible independent financial advice. However, it is incredibly important for individuals to fully understand the terms and conditions of an equity release scheme as well as its implications. Equity release will reduce the value of their estate and the amount of inheritance they leave to their family. For this reason, it is important to seek professional advice before making a commitment. Smart Equity Release is proud to be an appointed representative of The Right Mortgage Ltd., which is authorised and regulated by the Financial Conduct Authority. Smart Equity Release Ltd is registered in England and Wales. Company No: 13238659. Registered address is 5 Tudor Grange, Wirral, CH49 1TD. Contact Details Contact: Richard Jones Company: Smart Equity Release Web Address: www.smartequityreleaseadvice.com

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