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EQUITY RELEASE (INCLUDING LIFETIME MORTGAGES AND HOME REVERSION PLANS) WILL REDUCE THE VALUE OF YOUR ESTATE AND CAN AFFECT YOUR ELIGIBILITY FOR MEANS TESTED BENEFITS

 

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Priority Financial Services Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

The guidance and /or information contained within this website is subject to UK regulatory regime and is therefore targeted at clients based in the UK.

Priority Financial Services Limited is registered in England and Wales. Registration Number: 10848096. Registered Address: Joseph House, 83-89 Blackburn Road, Bolton, BL1 8HF

The Financial Conduct Authority do not regulate advice on some commercial mortgages, taxation advice and inheritance tax planning.

Tax treatment varies according to individual circumstances and is subject to change.

Commercial mortgages are on a referral basis.

Stocks and Shares ISAs invest in corporate bonds, stocks and shares and other assets that fluctuate in value.

Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited 29/05/2024

 

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