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Be rewarded for writing later life mortgages

Try the most intuitive platform to source the right plans for your clients.

2700+ Advisers are already using Advise Wise
37 Trusted partners from across the industry
£104m+ Researched every week

Your intuitive later life platform

Accurate and tailored sourcing

Save time with accurate and tailored sourcing, based on your client’s needs and integrated medical underwriting. Exclude unsuitable products with our powerful filters and compare plans side by side. Thanks to API integrations with lenders you can request Instant KFIs and submit online applications in just one click.

Integrated compliance suite

Fulfil Consumer Duty requirements with Advise Wise compliance suite, designed with the FCA’s guidance and the Equity Release Council’s checklist in mind. Collect all the relevant information with our integrated Fact Find template and complete the Suitability Letter with AI-support.

Quick Quote

Need a quick preliminary check to start the conversation on lifetime mortgages? Use our handy Quick Quote tool to check how much your client could release, in just three clicks.

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“This platform has become my daily companion, thanks to its user-friendly calculators that provide accurate and up-to-date information. I would be lost without Advise Wise.”

Hayley
Works at a large UK Equity Release provider

Rated Excellent on Trustpilot

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Plus, we offer even more...

Mortgage Club

An integrated Mortgage Club you can join for free when you register on the Advise Wise Platform, to access exclusive deals and plans.

Insights

A large selection of data services we can provide you, from customer profiles to product targeting and improvements to market research on advisers and customer behaviour.

Referral Partners

Benefit from integrations with our selected partners, experts in their area, to help your clients beyond later life advice.

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Who we work with

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