How we support your clients

Referring your clients to 55Plus for later life lending.

At 55Plus, we are award-winning specialists in the complex field of equity release.

Directly authorised by the FCA, we have a reputation for inspiring trust and confidence in our clients. We always provide the most appropriate advice for their needs. 55Plus and its advisers are all members of the Equity Release Council.

We are independent, so our local experts have the flexibility to choose from products across the entire market. This ensures that your clients over 55 will always receive the best advice.

When you refer your clients to us for later life lending advice, you can be confident that we will always put their best interests first.

How we support your clients

Referring your clients to 55Plus for later life lending.

At 55Plus, we are award-winning specialists in the complex field of equity release.

We are independent, so our local experts have the flexibility to choose from products across the entire market. This ensures that your clients over 55 will always receive the best advice.

When you refer your clients to us for later life lending advice, you can be confident that we will always put their best interests first.

Our approach and values

The core of our service is a network of exceptional advisers.

Our approach to equity release advice for your clients is built on empathy, trust, transparency and care. These values form the core of our business, and our advisers all share this ethos.

The 5 pillars of our service for your clients:

Collaboration

Sharing skills and knowledge to further improve our services for your clients

Integrity

We see equity release as a service for good, rather than a product we sell

Empathy

We do our best to understand your clients, the challenges they face and how we can help

Honesty

We are honest and transparent about later life lending plans, so your clients can make informed choices

Dedication

We do our best for your clients, even if it means recommending an alternative solution to equity release

Our aim is to get to know you, and for you to get to know our advisers. We believe the best outcome for your clients is based on trust. We want to work in partnership with you to best serve your clients.

The benefits of working with 55Plus

We are independent experts in later life lending. Our goal is to provide the best service for your clients, helping them find the right approach to equity release for their unique circumstances.

How we work in partnership with you to provide the best service for your clients:

We are specialists in the field of equity release giving you confidence that your clients will receive the best possible advice and care
Our independence means that we can choose from products across the entire market
We are directly authorised by the FCA
Working in partnership means that we get to know you well and help you build relationships with our advisers
We provide training to help you identify suitable clients for later life lending, and to give you an understanding of the options available
We provide regular updates to keep you informed about the advice offered to your clients
We only provide advice if we feel it is in the genuine interests of your client

When you refer your clients to 55Plus, you can be confident that you are working in partnership with a company with integrity at its core, always focused on the best advice and outcome.