Mortgage Advisers

Equity Release Partner for Mortgage Advisers

Looking for a trusted Equity Release partner?

With over 20 years’ experience in the mortgage industry, I have supported clients across the entire property journey – from first-time buyers through to those purchasing their twenty-first property and beyond! My approach has always been a holistic one, offering a service that goes beyond just securing a mortgage. I deal with estate agents, solicitors and of course lenders, to provide as pain free a solution as possible for my clients. One area that I have not been able to advise on previously is equity release. However, I am now a fully qualified and registered equity release adviser and am keen to partner with other mortgage advisers, to enable them to offer a seamless extension to the services offered to their clients.

How we can work together

You might be surprised at how many of your current or past clients may be in a position to need, but not know about, equity release. Clients over the age of 55 may want extra income for home improvements, for a large purchase, to help their family members or maybe to receive extra monthly income so they can enjoy their retirement fully.

We would work closely with you to advise the client on the right equity release programme for them. By offering these later life mortgage options, your client will receive advice from a fully licensed, registered and compliant advisor, and you can maximise the value within your existing client base.

Your referral fee

Referring clients is easy. You pass on their details with their permission. We will discuss and explore the potential opportunities with them and if they complete with us, you will receive your referral fee of 15% of the procuration commission.

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Things to consider

Professional Advice: It’s crucial to seek professional advice from a specialist equity release advisor or mortgage broker before entering into an equity release scheme.

Age

Most equity release schemes are available to those aged 55 or older.

Property Value

Their home must meet a minimum value to qualify.

Interest Rates

Interest rates on equity release products can vary.

Costs

There can be arrangement fees and other costs associated with equity release.

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Potential for Reduced Inheritance

Equity release can reduce the amount left to a client’s family.

Equity Release / Lifetime Mortgages / Home Reversion Plans

will reduce the value of their estate and can affect eligibility for means tested benefits.

There are many implications and options that need to be discussed, but partnering with Collar Mortgage Services for Equity Release referrals, can create an extended offering to your clients that is perfect for later life needs. I would be delighted to talk through all of this with you, so do not hesitate to get in touch.
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What my clients say

"We cannot thank Catherine enough for all her help and support to secure us with our first mortgage and step onto the property ladder. The time you spent explaining the process to us and drafting the mortgage application for us was greatly appreciated. Catherine was there every step of the way and was always so friendly and professional. The whole process was smooth and stress free. I would highly recommend Catherine to everyone who needs mortgage advice!"

Thanks again so very much.
Emma and Ryan

"Catherine was incredible in helping us buy our first home together. It would have been such a daunting process but Catherine made it so simple and explained every little bit to us from putting the offer on the house to the day we moved in. Catherine helped us to sort out absolutely everything we needed for now and the future and covered things that we wouldn't have even considered at this point, but we are so grateful that they are sorted and in place for the future. She has always been on hand for every little question and her knowledge on the area is amazing! Thank you very much for all your help with buying our first home."

Sarah and Mike

"Thoroughly recommend Collar Mortgage Services, professional, friendly and extremely efficient. Made what is supposed to be one of the most stressful things you can do a walk in the park!"

Viki E

"Catherine was incredibly professional and thorough in sourcing the best value mortgage for us. She took so much care and attention explaining it all to us. Excellent communication throughout, nothing was too much trouble."

We wouldn’t hesitate to use her services again, or recommend her to anyone else.

Katy and Lee

"As a new independent but very experienced insurance broker Catherine has been extremely professional but with a great personal touch and a refreshing approach to the industry. She delivered the best insurance policy for us without any regards as to the commission. She has gone beyond our expectations in delivering the right policy for us. We will be highly recommending her and also using her services again in the future."

Thank you for the great work that you have done for us.

Basia & David

"I would just like to say it was a great pleasure to do business with you, you were very professional, helpful and very thorough with all your advice and I feel you went beyond the call of duty helping me to make the correct decision for me. I'm very thankful for all your help and advice and will recommend you to all my friends and family for your fast and efficient service."

Thank you once again for all your hard work.

Sue H

"Catherine provided an amazing service which allowed us to purchase our first home. Throughout the process she ensured we understood each step and kept us up to date. When we needed assistance she was very responsive and effective. We would highly recommend Catherine’s services to anyone looking for a mortgage and/or protection insurance."

Jamie R

"Catherine helped us buy our first home. She was polite and friendly and made everything so easy to understand. Her hard work made the process very easy for us. Will definitely be recommending her. Thank you Catherine!"

Jacob J

"What is the point in having a mortgage advisor? I was very reluctant to bother having a mortgage advisor, I’ve got good credit and can work the internet, I’m also married to someone that sold mortgages for over 10 years so what do you get for your money, turns out lots! We were fairly easy in terms of getting mortgage but our solicitors were dreadful and caused so many issues we were very close to being homeless over Christmas if not for Catherine’s intervention. If you do a mortgage online and things go wrong with builders or solicitors you have only a call centre to fall back on, with Catherine you have someone that really cares and will pull strings to make things happen in a way you could never do with a bank"

Carly and Stuart

Reviews and Ratings for Financial adviser Catherine Collar, Colchester
Read more reviews in VouchedFor

Get in touch

I can offer you a wide range of mortgage solutions. As a trustworthy, reliable and passionate mortgage adviser, I simply love helping my clients achieve their dreams.

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