Non-advised support
Equity Release Administration
Equity release needs FCA-authorised advice. Finsolo supports the process — gathering documents, explaining the steps, and packaging the file — and does not make the decision.
From £90
Illustration organisation. Full casepacks from £250.
For individuals
- Document gathering
- The equity release process explained in simple language
- Questions prepared for a regulated adviser
- Organising adviser communications, with your permission
- Help understanding key paperwork and timelines
For equity release advisers
- Fact-find assistance
- Document collection
- Packaging of case files
- Organising lender illustrations
- Drafting administration sections of suitability reports — the adviser completes every advice element
- Back-office support on complex cases
Who this is for
Homeowners exploring equity release, and equity-release specialists who want administration kept separate from advice.
Finsolo provides financial coaching, administration and educational services only. We do not give regulated financial advice, investment advice, mortgage advice or equity-release advice. For any regulated financial decision, speak to an FCA-authorised adviser.
