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Unlock tax-free cash tied up in your home to buy a new home, enable you to stay where you are or to simply enjoy life to the full.
We are members of The Equity Release Council and offer a professional, personable and friendly service.

Equity release 

enjoy the lifestyle you deserve.

What is equity release?

It’s simple, really. Equity release lets you get cash from the value that’s tied up in your home. This could allow you to move to a new home, perhaps to live nearer the grandchildren, or stay in the home you have grown to love. It’s a popular way to get the money you need to enjoy the retirement you deserve.

This is a lifetime mortgage. To understand the features and risks, please ask for a personalised illustration. Check that this mortgage will meet your needs if you want to move or sell your home or you want your family to inherit it. If you are in any doubt, seek independent advice.

5 key reasons why equity release is becoming so popular:

The money you release is tax free

You can still own your home

There is no need to make monthly repayments (unless you wish to make them)

You can use the money however you wish

You can take the money in one lump sum or smaller installments

Call today on 01386 712308
To find out how much equity you could release tax-free, call or make an appointment with Karen.
  • Friendly, personable service
  • Find out if you qualify
  • No obligation to proceed
Or if you prefer, you can request a free guide that tells you everything you need to know about equity release.
Equity release can help you turn some of the value of your home into tax-free cash, without having to move out or downsize.
You can use this money for almost anything you choose, from buying a new home, to a holiday of a lifetime.  It could be the solution you're looking for.
A lifetime mortgage is one way of releasing some of the equity in your home. There are different types, and some allow you to make payments.

How equity release can help

The cash released from your home can be spent however you like.
Am I eligible for equity release?
  • You must own a property in the UK
  • You must be living in that property
  • The youngest homeowner must be at least 55 years old
  • The property must be worth £70,000 or more
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Karen Cottrill

Equity Release Advisor

Member of The Equity Release Council

Trusted Expertise

As a member of the Equity Release Council you can trust our principled approach.

Personal, face to face service.

We see all our clients face to face. You can either make an appointment at the Evesham office or we can visit you in your own home if you are unable to travel.

Honest Advice

We only advise people to take Equity Release if we are confident it's right for them. We believe it's important for our clients to feel at ease, which we hope is helped by our friendly and easy going approach.

Fair pricing

All costs are disclosed at the beginning, giving our clients complete transparency. 

Advice and reassurance

We ensure our clients fully understand the process and believe it's important for you to take as much time as you need.

Highly recommended

We are proud to say that we have lots of satisfied clients who would happily recommend us.

No upfront charges.

If you decide not to go ahead – at any point in the process - there would be no charge.

Why choose Karen to help you with your equity release?


Karen was entirely open and honest, and invariably cheerful and friendly, inspiring in me the confidence to complete the procedure.

I would unreservedly recommend Karen to anyone considering equity release.

Ann, 74

Equity Release near me

Our Evesham office makes it easy for clients to visit and have a face to face appointment.  Alternatively, if you would prefer a home visit, we travel to clients by arrangement.


Many of our clients live within a 40 mile radius including the following counties;

The Cotswolds, Gloucestershire, Herefordshire, Worcestershire and Warwickshire.

If you don't see your location below, just give us a call, we're very flexible.

  • Alcester

  • Bidford on Avon

  • Bishops Cleeve

  • Bourton on the Water

  • Broadway

  • Charlton Kings

  • Cheltenham​

  • Chipping Campden

  • Chipping Norton

  • Evesham

  • Gloucester

  • Hereford

  • Kidderminster

  • Ledbury

  • Malvern

  • Moreton in Marsh

  • Oxford

  • Pershore

  • Tewkesbury

  • Stourport on Severn

  • Stratford upon Avon

  • Upton Upon Severn

  • Winchcombe

  • Worcester

Getting Started

Take the first step in finding out if equity release is the right option for you
How much equity can I release?
Fill in the form, and we'll be in touch to let you know how much tax​-free cash you could release from your home.
FREE Equity Release Guide
Fill in the form and we will send you the Equity Release guide, produced by the Money Advice Service.
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