
Recognition
We’ve been proud to receive national recognition over the years in several industry awards for the quality of our advice and our focus on clients’ needs - quite an achievement for a small, independent firm competing with national brands.

Where We Work
Andy and Tina are based in Lincoln, Robert works from his office in Skellingthorpe (with free parking, of course), and Steve operates from his base on the High Street in Lincoln. We’re happy to meet face-to-face, or via a video call – whatever suits you best. However, Andy personally visits all Equity Release clients in their homes wherever they are in the UK.

Our Ethos
At the heart of our business is a simple philosophy: be professional, ethical, and honest.
We work hard to deliver the right outcomes for our clients - and we believe a good sense of humour is an important team member quality and just as important as good financial advice!






