IFA

Crown Equity Release only transacts business through FCA regulated equity release advisors. We have a proven track record having developed long term relationships with equity release specialists. So if you have a client that is unable to obtain a lifetime mortgage for whatever reason please get in touch today.

Equity Release Advisor

As taking out any equity release plan is probably the biggest financial step in retirement. It is essential that our plan is the best for your client’s needs. At Crown we only handle cases that are referred to us by FCA regulated Equity Release advisers.

These advisers have chosen Crown because they believe our product offers the most suitable product for the client.


Step 1. Request a KFI

Please complete the KFI request form in order for us to tailor a KFI for your client. This can be downloaded from our website Alternatively, you can call or email us directly.


Step 2. Application Form

Once you have discussed the KFI with your client we will ask you to complete our application form. This should be returned to us along with a funds to cover the cost of the valuation, these funds is non-refundable. Once received we will instruct a valuerto inspect the property they will contact the homeowner directly to arrange a convenient time. The visit should last no more than one hour.

On receipt of the valuation we will send the client a formal offer. If this is acceptable we will then place the property with our investor’s solicitors so that they may start the legal conveyancing of the property.


Step 3. Conveyance and completion

The Investor/buyer’s solicitor will contact your clients solicitor with their requirements. It will be necessary for the client to complete a Property Information Form and fixtures and fittings form. The solicitor will then send the Lease and Agreement showing the terms and conditions ( a copy of this lease and agreement may be obtained from Crown). At completion the investor/buyer’s solicitor will send the completion monies directly to your clients solicitor who will disburse the funds as per the instructions.


Step 4. Surrendering the lease

If the client wishes to move to another property they may do so as long as it meets the investor’s requirements. In this case the lease would be surrendered and a new lease granted that covers the new property.

On the death of the surviving partner the lease is surrendered and the beneficiaries will be asked to provide us with a death certificate; they have 90 days to clear the property so that it may be sold. If you have a partial reversion then we will liaise with the beneficiaries to ensure that they get the best possible price for the property.



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