Advise Wise Blog
Lifetime mortgage vs Retirement Interest-Only mortgage: what advisers need to know
As more clients look for flexible ways to use their property wealth later in life, later life lending options continue to evolve. Two of the most common so…
Read moreThe full adviser journey: From first client meeting to completion
What every adviser should know about guiding clients through the later life lending process……
Read moreMust-have tech tools to boost your productivity
In today’s fast-paced and highly regulated environment, later life advisers need more than just great product knowledge…
Read moreHow to become an equity release adviser in the UK: A step-by-step guide
If you’re a financial adviser looking to expand your services, becoming an equity release adviser could be your next smart move…
Read moreThe truth about equity release: 10 myths that need retiring
Equity release has evolved significantly over the past decade, yet many outdated perceptions still persist. Let’s bust some of the most common myths and reveal the tr…
Read moreEquity release explained: a primer for financial advisers
As property wealth continues to outpace income growth in retirement, many older clients find themselves "property-rich but cash-poor." Equity release offers a way for homeo…
Read moreEquity release: 10 practical tips
As a financial adviser starting to explore equity release, it’s important to understand both the technical and emotional aspects of this later life lending solution…
Read moreThe Pros and Cons of equity release
As interest in equity release continues to grow, more advisers are looking to build their understanding of how these products can support later life planning. Whether you p…
Read moreWhy equity release? Understanding client motivations in later life lending
For financial advisers exploring equity release, understanding why clients consider it is just as important as knowing how the product works. Equity release, most commonly …
Read moreSmart working and wellbeing
Once you are used to smart working, it could be hard sometimes to take a break and go back to a different routine. The risk is that you are always connected, pushing hard t…
Read moreSmart working top tips to boost productivity
Is working from home as productive as working from our office? It could be, but if it’s something completely new for you, you might find yourself in a weird and unusu…
Read moreSmart working opportunities
This unusual situation generated by the coronavirus outbreak has presented us with a big challenge: keep working without leaving our home…
Read moreTips for remote working meetings
Since our first day in business, we’ve been big supporters of remote working, allowing our team to work from home a few days a week so we’ve become pretty good …
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