Help local homeowners find trusted later life advice.

Your website, Google profile posts, leaflets and social media can all count as financial promotions, so they must be fair, clear and not misleading and give a balanced view of benefits and risks. We draft content for review and approval by your compliance team or network before anything goes live, and include the risk warnings they require.

We never encourage borrowing, imply that equity release suits everyone or use your FCA status as a selling point, which the FCA has specifically criticised. Responsibility for approving financial promotions stays with your firm or principal.

The Authority plan includes multi-location strategy, giving each office its own optimised profile and visibility in its own area.

Profile and directory fixes can start to help within a few weeks. Stronger map positions and AI recommendations usually take three to six months, depending on how many later-life advisers compete locally — which suits a decision that families often talk over for months before booking a first meeting.

No. Plans renew month by month, and you can cancel any time before the next billing date. Whatever happens to the practice, its Google profile, adviser listings and links remain live.

Relationships with solicitors handling wills and later life work, financial planners without equity release permissions, accountants and local community organisations can lead to well-matched introductions. Make sure any introducer arrangements are documented and disclosed in line with your firm’s or network’s requirements, and never influence the advice you give.

Talks for local groups that explain the options, including alternatives to borrowing, build trust without selling. People who have been helped to understand their choices, whether or not they went ahead, are often the ones who recommend you.

Clients and their families want to know early what advice will cost and when any fee is payable, including whether anything is charged if they decide not to proceed. Explaining this plainly on your website, consistent with the disclosure you give before advising, supports the Consumer Duty’s focus on fair value and consumer understanding.

Show your firm’s FCA status and reference number, or your principal’s if you are an appointed representative. The FCA requires equity release advisers to hold an appropriate qualification, such as the Certificate in Regulated Equity Release (CeRER) or the CII Certificate in Equity Release, so name it alongside any Equity Release Council membership and later life specialisms.

A planned aftercare contact, with the client’s agreement, helps them review whether their plan still fits as circumstances, interest rates or product features change, such as options to make voluntary repayments. Clients who feel looked after are more likely to recommend you and to come back if their needs change.

Many clients want family members involved, and inviting them to meetings can help everyone understand the effect on inheritance and future plans. It should always be the client’s choice, the client must remain the decision-maker, and your advisers should be alert to any sign of pressure from others.