Equity Release Fact Find

We are Equity Release Specialists offering advice on how to release equity from your home, lifetime mortgages and much more. One of the most important things to look out for in your Equity Release Specialist is the Equity Release Council logo. Clifford Osborne is approved by the Equity Release Council, an associate member of the Society of Later Life Advisers (SOLLA) and regulated by the Financial Conduct Authority.

The form below has been designed to collect all the information we need prior to a meeting about releasing equity from your home. To ensure that suitable advice is provided, and recommendations are based on your current financial circumstances, it is important that questions are answered as fully and accurately as possible.

The form has a “Save and Resume Later” link at the bottom if you’d like to start it now and continue at a later date. You will be emailed a link so you can pick up where you left off.

Please click here to access and complete the Equity Release Fact Find.