Vision Statement - The Beacon Group

Equity Release

Beacon Mortgage Packaging are now able to refer Equity Release enquiries through to Key Retirement Solutions (KRS), one of the UK’s leading firms of independent financial advisers specialising in this area of advice.

They have helped homeowners across the UK to make the most of their finances in retirement by safely releasing equity from their homes, with an Equity Release plan.

KRS can search through over 40 SHIP (Safe Home Income Plans) approved Equity Release plans on your clients behalf and offer award winning independent financial advice about Equity Release that’s tailor made to their individual circumstances. They have also negotiated exclusive special offers from leading equity release providers.

Key Retirement Solutions can help your clients to find out:

KRS will provide your client with a personalised report, which shows the research they have carried out (whole of market), details of the best Equity Release plan based on this research and their reasons for recommending that particular plan.

Should your client decide to apply for a plan, KRS will make sure that the process of releasing cash is as quick and hassle free as possible. They will look after the application on behalf of your client, and keep you both fully informed throughout the process.

Your Details

Name

Company Name

Telephone

Email

Client Details (Applicant 1)

Title

First Name

Surname

Gender

Date of Birth

Marital Status

 

Client Details (Applicant 2)

Title

First Name

Surname

Gender

Date of Birth

Marital Status