Let Mushroom take care of your future, offering specilaist equity release and lifetime mortgage advice in Surrey

Later Life Advice

When you are retired or looking forward to your later years, it is important you have advice you can rely on in order to understand the plans you need to make for your retirement years. We are here to advice for clients who are 'retired' or who are looking to make plans for their retirement, who may need advice on estate planning, care fees, wills and trusts and efficient tax planning. Our aim is to guide you safely through the complexities of later life, providing advice, information and solutions to all your later life financial needs.

Why is later life advice so important?

People are living longer and looking closer at their retirement and whether they'll have enough funds. Many people in later life have been as affected if not more by the current economic downturn as anyone else. Managing your finances for later life is as important as it has ever been. We're here to help you manage the maze of options and products available to you. You may need to spend some time considering retirement planning advice and we can help you do this.

Making the best decisions for your future

Getting careful and considered financial advice is crucial, as is having information and choices presented to you in a way that helps you make the best decisions and outcome for you or for a family member. Being well qualified and experienced in later life advice puts us in a good position to understand the plans you need to make for your retirement years.

Let us help you make clear and informed decisions on complex issues you or your family may need to face when looking at matters such as care funding matters or whether equity release is the right thing for you.