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OneFamily Advice to offer holistic retirement planning through Finance Planning Group partnership

Posted in: Corporate

OneFamily Advice has agreed a partnership with Finance Planning Group, to enhance its retirement financial planning services.

OneFamily Advice offers financial advice for homeowners wishing to release equity from their home with a lifetime mortgage. The new partnership will mean that customers of OneFamily Advice will now also be able to access advice on other retirement funding options such as retirement interest-only mortgages, mainstream mortgages and inheritance tax planning.

Matthew Ellis, Head of Direct Advice at OneFamily commented:

“Equity release can be an ideal solution for many people who want more financial flexibility in later life but there are other options too.

“OneFamily Advice’s new partnership with Finance Planning Group allows us to extend our advice service and offer a wider range of retirement funding options outside of equity release.

“We have a dedicated adviser for every customer and we take the time to understand their individual needs. By doing this we can get a clear understanding of whether equity release is the best option or if further advice on wider retirement planning products may be useful.”

Terry McCutcheon, CEO at Finance Planning Group commented:

“Our partnership with OneFamily Advice means we can jointly help more over 55-year olds enjoy a better, more financially comfortable retirement. Retirement planning is complex, with new options coming onto the market every day, so it is vital that consumers are given the most suitable option for their individual needs.”

To find out more about OneFamily Advice visit – https://www.onefamily.com/lifetime-mortgage/advisers/