THE RUBY FINANCIAL TEAM

We are a passionate and well-travelled team

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Equity Release and Mortgage Specialist

Simon McGechie

Simon has over 30 years in financial services running numerous business’s, with a wealth of experience in later life planning.

Equity Release and Mortgage Specialist

Paul Adams

Paul has been in financial services for almost 30 years with most of his advice concentrating on investments and retirement planning. He’s now taken a career change and decided to advise clients in the areas of Equity Release, Mortgages and Protection. He enjoys travelling and spending time with his family.

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We understand that choosing the right equity release plan is a significant decision. Our experienced advisors are here to help you explore your options and make an informed choice that aligns with your financial goals and circumstances.

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INSIGHTS

Latest from the journal

WARNING: Equity release reduces the value of your estate and may impact any means-tested benefits you’re eligible for. The most popular form, a lifetime mortgage, is a loan secured against your home, and you retain ownership of your property. It’s important to consider this decision carefully to ensure it aligns with your financial needs. Please note that some brokers we collaborate with may not provide quotes from all the equity release providers featured on our website.

3 Welland Court, Brockeridge Park, Twyning, Tewkesbury, GL20 6FD

Equity Release & Mortgage Bureau is a trading style of Advice 4U Financial Planning Limited, which is authorised and regulated by the Financial Conduct Authority and our Firm Reference Number is 671527

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