Independent, specialist advice and solutions for Equity Release and retirement planning
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Personal Retirement Planning Ltd
We are specialist equity release mortgage brokers who compare equity release products to find the most suitable plan for your needs.
As part of our retirement planning and Equity Release services, we provide:
- Specialist Advice
- Access to a wide range of products from the leading lenders
- All the information needed to allow clients to compare equity release plans and make an informed decision
- A fully dedicated personal case handler
We prefer to meet our clients in person allowing us to guide you through, and take care of, all the paperwork involved.
Read more about our Partners
Lenders – IFAs – Accountants – Solicitors – Mortgage Brokers
To ensure you receive the very best service and solutions when releasing equity from your home, we only work with lenders we implicitly trust. These time-served and proven lenders have built up fierce reputations, giving you peace of mind when comparing equity release plans and investing in one of their products.
Latest News
Why Wealth Managers Can’t Ignore Later Life Finance in 2025
Later life finance is no longer a niche solution for a small subset of clients. It’s fast becoming a central part of wealth planning conversations. As property wealth plays an increasingly vital role in retirement strategy, wealth managers who overlook it risk leaving both value and vulnerability on the table. We explore why later life …
Continue reading "Why Wealth Managers Can’t Ignore Later Life Finance in 2025"
Later Life Lending Up 33.5% YoY as Over-55s Tap into Property Wealth
The later life lending market saw significant growth in the first quarter of 2025, as more homeowners aged 55 and over turned to property-based finance to meet their evolving needs. According to UK Finance’s latest figures: 38,510 new loans were made to borrowers aged 55+, up 33.5% year-on-year £6.1 billion was lent to this age …
Continue reading "Later Life Lending Up 33.5% YoY as Over-55s Tap into Property Wealth"
Equity Release Financial Advice: 4 Ways To Choose The Right Equity Release Adviser
For many homeowners over 55, their property is their greatest financial asset, yet the equity in it often remains tied up. A lifetime mortgage, more commonly known as equity release, offers a powerful way to access that wealth without the need to move. It’s a significant and potentially life-changing financial decision - so choosing the …
Why Becoming an Equity Release Introducer Is a Smart Business Move
As the UK’s population continues to age and property wealth among over-55s reaches record highs, the demand for later life lending solutions like equity release is rising fast. Yet many professionals including mortgage brokers, independent financial advisers and estate agents, are missing a golden opportunity to support their clients and grow their business. If you …
Continue reading "Why Becoming an Equity Release Introducer Is a Smart Business Move"