top of page
Man pointing to a paper with a pen

PERSONALISED EQUITY RELEASE GUIDANCE, ST. HELENS

Paul Hart Independent Financial Advisor in St. Helens – equity release advice with over 31 years’ expertise, offering independent, transparent guidance and free consultations.

Call today for trusted, professional equity release guidance.

YEARS OF EXPERIENCE

FREE CONSULTATION

TRUSTED ADVISORY

EQUITY RELEASE AND ESTATE PLANNING EXPERTISE

Equity release can be a transformative financial solution, allowing you to access the value tied up in your property. Based in St Helens, Merseyside, we specialise in guiding clients through this process with clarity and care. Whether you’re looking to supplement retirement income, fund a major purchase, support loved ones, or manage your estate through wills and trusts, our independent advice ensures your decisions are informed and tailored to your needs. With over 31 years of experience, we help you make the most of your biggest financial assets while providing guidance on Estate Planning, Wills and Trusts to secure your future.

Couple discussing with an advisor during a meeting

COMPREHENSIVE FINANCIAL PLANNING SERVICES

Our equity release service begins with a personalised consultation, allowing us to fully understand your financial goals and circumstances. We explain all available options, including lifetime mortgages and home reversion plans, so you can make informed decisions at every step. In addition to equity release, we provide independent mortgage advice, covering first-time buyer options, remortgages, and later-life lending. We also offer guidance on Wills and Trusts to help you plan and protect your estate. Our approach is always independent, transparent, and focused on achieving the trusted outcomes for you.

Business meeting with financial advisor

INDEPENDENT EQUITY RELEASE AND MORTGAGE ADVICE

Choosing the right equity release or mortgage solution is an important decision, and independent advice is essential. We provide guidance that is unbiased and focused solely on what is excellent for you. Our personalised service ensures every client feels confident and supported throughout the process. From explaining the details to addressing your concerns, we make financial planning straightforward and stress-free. We also help clients understand the long-term impact of their decisions, ensuring your financial goals are protected. With our expertise, you can feel secure knowing every option has been carefully considered

UNLOCK YOUR PROPERTY’S POTENTIAL

Call Now To Speak With Expert Equity Release Advisers. Get Guidance Tailored To Your Financial Needs Today.

bottom of page