Equity release specialist covering Edinburgh, Dundee, Perth and surrounding areas.
We also cover Pitlochry, Broughty, Ferry and ​Aberfeldy.
Equity Release Edinburgh
Are you considering equity release?
Many home owners have seen a rise in the value of their property over the last few decades often to the extent that it has become the biggest asset they have. Releasing some of this equity means you could help your children financially, pay off debts or an existing mortgage, or make home or garden improvements.
Regardless of your reasons for considering this step, you’ll want to know equity release is the right option for you and your particular circumstances. Inheritance tax liabilities can also potentially be reduced for people with sizeable estates.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Equity Release Specialists Edinburgh
What is Equity Release? Equity release schemes enable older home owners to release cash from the value of their property without the need to move house. Reasons for wishing to take out equity release may include finding cash necessary for;
Long-term care
Home improvements
Medical needs
Travel and hobbies
General living costs
Helping out family members
Requirements
Generally there are certain conditions that need to be met before taking out equity release, for example:
You will need to be a minimum age of 55
Your property must be in reasonable condition
You must be a home owner with no dependants living with you
Your property must be over a certain value
You have little or no mortgage left on your property
Dr Peter M Marshall Ph.D., DipPFS, AFPC, G60 – Specialising in Equity Release Edinburgh
Principal of Personal Money Management
Satrting his professional life as a physicist and mathematician, lecturing at Heriot Watt University, Peter finally made the move to practice as an Independent Financial Adviser in 1980.
Since then has gradually built up Personal Money Management and spends considerable time attending conferences and seminars across the country where the leading thinkers in the fields of the law and investment develop the latest techniques. In his spare time Pete enjoys golf, travel and wine tasting, sometimes all together.
