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Privacy Policy


Equity Release Matters Limited and Later Life Matters Limited understands how important protecting your privacy is to you. That is why we will not sell, rent or give any of your personal details to any inappropriate third parties.

 In order to advise you properly, Equity Release Matters Limited and Later Life Matters Limited (including in association with or on behalf of Eversley Estate Planners Limited, Eversley Accountancy Services Limited and Eversley Legal Services Limited) must obtain certain information from you about your financial and personal circumstances. 

By providing us with your personal data:

  1. you agree that the information we hold about you can be held on computer and/or paper files
  2. you agree that any information which you give us, including sensitive personal data such as health and medical records, may be disclosed to appropriate third parties for the purpose of processing your application and for the ongoing administration of your policy or investment but for no other purpose.

We will use the information provided by you to keep you updated about developments or changes at Equity Release Matters Limited or Later Life Matters Limited unless you advise us in writing.

All of your information is handled in accordance with the Data Protection Act 1998.

If you do not want to receive email correspondence from Equity Release Matters Limited or Later Life Matters Limited, please just send us an email by return noting in the header as such. 

If you do not want to be contacted by telephone or post, please write to us accordingly and we will respect your wishes.

By entering your details on our Enquiry Form, you are consenting to be contacted by one of our Consultants and to the collection and use of this information as noted.

Please note that if we make any changes to our privacy policy, these will be highlighted on these pages so that you are kept informed of how we use your details.

Updated August 2015
 

How much can I release?
 
Later Life Matters
 
Equity release allows homeowners aged 55 and over to release some of the money tied up their home, without the need to move.
 
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