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Why you should use a local financial adviser

Mature couple signing a contract

When it comes to making important financial decisions, there’s no substitute for the expertise of a financial adviser. However, approaching a national bank or national brokerage can feel overwhelming and impersonal. You can often be left feeling forgotten once you have signed your name on the dotted line.

In this digital age, with the faceless nature of communications and online customer service, it becomes difficult for national firms to offer a more personal service and affable connection with their clients, leaving the customer on the other end of the screen feeling despondent.

Here are just a handful of reasons why you should consider opting for a local adviser before venturing online or onto the high street:

1/ A service-orientated rather than product-orientated approach

Local, independent advisers aren’t preoccupied with pushing a specific lender or product and therefore they are able to take the time to consider your personal circumstances and research all relevant products and solutions that will help you plan for your unique goals in life.

Taking away the specific lender/product-orientated sales approach means that your adviser can also help you consider alternative solutions, take the time to explain the products and financial terms in full and remove any unnecessary jargon ensuring you completely understand every option available to you.

2/ Objective, independent advice

High street banks and corporate firms’ access to market may be restricted, meaning that they can only recommend their own products or those from a selected panel of lenders, limiting your options and leading to you to potentially miss out on your perfect financial solution.

With an independent adviser such as North East Equity Release, you will have access to the whole of the market.

You can rest assured that we will have researched and considered the broadest range of products possible before making any recommendations to you.

Witnessing a signature

3/ Face-to-face appointments

Since the Covid-19 pandemic, team Zoom calls and family catch-ups over FaceTime may seem second nature to some people, but when it comes to approaching a financial adviser for the first time, an online call may not feel so familiar and the format can be too formal and regimented.

Having a financial adviser in your local area opens up the possibility of in-home or in-office meetings. This means you can have a chat over a cup of tea without the physical barrier of a laptop or phone.

At North East Equity Release, we also welcome any family members or friends to be present at any of your appointments. We prioritise accessibility, meaning that if you have mobility issues or do not have the transport necessary to pop by for an office meeting, we are more than happy to hold meetings in the comfort of your own home.

With a local financial adviser, you can have the peace of mind that your finances are being well looked after and that we are readily available to discuss your concerns at a time and location that suits you.

Are you interested in equity release and looking for a North East financial adviser? Our specialist Joanne Manghan is just a phone call or short drive away and is committed to providing a personal, friendly service. Contact us here or call on 07809 715 243 for further information.