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In order to provide you with bespoke advice suited to your individual circumstances, we require the basic information as set out below. The information provided in this form will be treated strictly private & confidential.

All of our initial advice, including the personalised report, can be provided without any obligation whatsoever or commitment from you to proceed with any of our recommendations.

Your Contact Details
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First Name*  
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Post Code*  
Applicant’s Personal Details
The person needing equity release advice
(if different to person above.)
First Name
Marital Status
Date of Birth
What is the relationship of the applicant to you?

Information Request    
Would you like to discuss and receive further information regarding Equity Release?  
Please let us know of any additional information you require.

Legal Information  
Is a registered Enduring Power of Attorney or Lasting Power of Attorney in place?*
How did you hear about the services of Equity Release Matters?
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I, hereby grant Equity Release Matters permission to process my personal data for the purpose of Marketing. By providing your consent, you agree that you have given your express permission for us to market you regarding products and services that we think may be of interest to you and by any means of communication that is suitable at the time. If you wish to opt out of these communications, please highlight the relevant boxes below.
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How much can I release?
Later Life Matters
Equity release allows homeowners aged 55 and over to release some of the money tied up their home, without the need to move.

Online Enquiry
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  What is Equity Release?  
  "Equity" is the value that you have in your home. It is the open market value less any mortgage or other such...  
  Home Reversion Plan  
  A Home Reversion Plan allows you to sell a share of your property (or all of it) to a Reversion Company in...  
  Lifetime Mortgages  
  A Lifetime Mortgage is designed to provide a lump sum – some schemes may also provide the option of...  
  How we can help  
  We believe that it is essential to take independent advice from a qualified professional when considering...