Whether you’re in Cardiff, Swansea, Newport or a quiet village on the North Wales coast, our FCA-regulated advisers come to you, at your pace, with zero pressure to proceed. We’ve helped 12,400+ UK homeowners release £840m+ in tax-free cash over 15 years, and every Welsh client is treated like family from the first phone call to the day funds land in their account.


Equity release lets homeowners aged 55+ unlock tax-free cash from their property without having to move, with no monthly repayments required. The money can go towards home improvements, helping family, or simply making retirement more comfortable, and you retain full ownership of your home throughout. For the full picture, read our full guide to what is equity release.
We've guided over 12,400 families through this journey, and every one of them moved at a pace that felt right for them.
A friendly 15-minute chat by phone or video. No jargon, no pressure, no obligation. Loved ones are always welcome to join.
Your dedicated adviser scans plans across the whole of the market to find one suited to you — whole-of-market, every time.
We present your options in plain English, including all the costs involved. Want to understand all the costs involved before you proceed? We'll walk you through everything.
We manage the entire application from start to finish. Typical completion within 6–8 weeks.
We provide FCA-regulated, whole-of-market equity release advice to homeowners throughout Wales, including:
Yes, our advisers cover the whole of Wales, from Cardiff, Swansea and Newport to smaller towns and rural communities. We offer home visits where helpful, with phone and video appointments available everywhere, including the Welsh valleys and coastal North Wales. Loved ones are always welcome to join the conversation.
It depends on your age and property value, and Wales has real contrasts: a capital-city home in Cardiff or the Vale of Glamorgan may carry significantly more equity than a comparable property in the Valleys or rural North Wales. As a general guide, older homeowners with higher-value properties can typically release more. Find out how much you could release for a clearer picture.
You don’t need to travel to find us, advice comes to you. Our FCA-regulated, whole-of-market advisers serve all three cities and everywhere in between, with flexible appointment options so you can get advice from your own kitchen table if you’d prefer.
The standard timeline is 6–8 weeks from first conversation to funds in your account. Solicitors experienced with Welsh property, including any devolved benefit or care-funding considerations, help keep things moving smoothly. For more on how care costs factor in, see our guide to equity release and care costs.