Lifetime Mortgages
and Home Equity Release Advice in
Fleet

A Safe and Secure Option to Later Life Freedom

How we can help you with equity release?

and why it’s appealing?

We understand that ‘Equity Release’ is quite a new area in mortgages and there are benefits and risks to taking out a ‘lifetime mortgage’ (technical term) for equity release.

However, we are dedicated to helping people understand ‘how it works’ and explaining the benefits and risks.

“Property Is often a household’s largest asset, and it is vital more people understand its possibilities not only to provide an income in later life or pay off debts, but also to provide a living inheritance’ for family members and to help fund care needs.

Helping young people get on the housing ladder and paying for social care are issues that affect many of us and we look forward to helping our clients with clear, straightforward and unambiguous advice as to how equity release can play a part in helping to meet these challenges”

However, finding out how much equity is in your house and how much can be released depends on your circumstances and is best done face to face to get an accurate figure

  • Lifetime mortgages
  • Later life mortgages
  • Equity release advice
  • Lifetime mortgage interest rates
  • Interest only lifetime mortgages

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Welcome to later life freedom

Courtesy of equity release

We are specialists in helping people in Fleet improve their retirement by using the wealth ‘locked up’ in their home.
The two Directors have over 70 years of experience in Financial consulting and are the ‘equity release’ specialist division of Oculus Wealth, a large wealth management company.
Equity release refers to a range of products letting you access the equity (cash) tied up in your home if you are over the age of 55.
Based in Farnham, Surrey the two Directors have over 70 years of experience in Financial consulting.

Keep up to date with the latest news from Oculus equity release

If you have any questions get in touch today and a member of our experienced staff will be happy to help

Want to release funds to for that very special day?

Oculus Equity Release Hartley Wintney

EQUITY RELEASE SPECIALISTS

Reversion Mortgage Farnborough

WHO ARE WE ?

and why you can trust us!

We are a very friendly and approachable team and strive to give you ‘honest advice’, warts and all. There are always benefits and risks to any financial product and we will not sugar coat anything. We hope to be able to help you understand all the facts about equity release and whether it is right for you. What you can be reassured by is we are regulated by the FCA, are proud members of the Equity Release Council and use reputable mortgage lenders.
Lifetime Mortgage Farnborough

Alexandra Nicholas

Alex began her career in financial services with a high street bank in the retail sector. Having enjoyed a 16 year successful career she now specialises in delivering Equity Release advice to clients across the UK. Her objective is to offer a personal service by supporting clients with their needs and assisting them in meeting objectives.

Outside of work Alex enjoys spending time with her family and keeps active with her horses and dogs. When time prevails, she also plays tennis and attends the gym.

Equity Release Farnborough

David Bowden

David has over 40 years of experience in the financial services industry and after a brief period of retirement now specialises in Equity Release advice. He is a prizewinning Fellow of The Chartered Insurance Institute (FCII) and a Fellow of The Personal Finance Society (FPFS) David is married to Susan and has three sons.

He is an avid Salmon fisherman although sadly the emphasis seems to be on the fishing rather than the catching!