How We are Paid

We charge a fee for the service of researching the whole market, providing a written recommendation, arranging your lifetime mortgage and supporting you throughout the application process. We will provide written confirmation of this fee before you agree to proceed however the initial consultation will be free of charge. The precise amount of the fee will depend on your personal circumstances, but our typical fee is £495 which is payable once the mortgage offer has been issued.

Copia Financial Services Ltd provides Equity Release and Mortgage & Protection Advice in Warwickshire, Worcestershire, Gloucestershire & the Cotswolds.
For a free initial informal discussion please call 07967 011 207.

If you decide to use our services after the initial consultation, our typical advice fee is £495 and we may receive commission from the lender.

Equity release refers to home reversion plans and lifetime mortgages. To understand the features and risks ask for a personalised illustration.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

The FCA does not regulate solicitors, legal advice and inheritance tax planning and for these services we act as introducers only.

Copia Financial Services is authorised and regulated by the Financial Conduct Authority. FCA Register No 301692

Registered Address: 36 Darlow Drive, Midsummer Meadows, Stratford Upon Avon, Warwickshire, CV37 9DG. Registered in England & Wales No. 04263710.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.