Brilliant Solutions

CHRISTMAS OPENING HOURSthe office will close on Monday 23rd December at 5:30 pm and will re-open on Thursday 2nd January 2025 at 9 am

Office now closes 5pm on Fridays

We are experiencing some local grid power issues in the Swansea Office.  Sorry for any inconvenience caused, if you are unable to get through, please email [email protected]. We will return your call as soon as possible.

 

In honour of Her Majesty Queen Elizabeth II our offices will be closed on Monday 19th September while our staff pay their respects.

The office will re-open at 9am on Tuesday 20th September.

Pure Retirement Update

Pure Retirement have released the following update (see below for details).  Full product details from Pure Retirement are available hereContact our team to discuss any cases or criteria in detail across their full range. 

Secure Q4 Success With Must-Have Digital Resources for Financial Advisers

Later life finance experts, Pure Retirement, provide an array of digital resources for financial advisers to use with prospective later life borrowers. These free guides, templates, and presentations enable you to have engaging conversations with your clients.

Pure Retirement’s Digital Toolkit includes:

· Guide to lifetime mortgages- Support your clients in understanding how they can benefit from a lifetime mortgage and enhance later life plans.

· Client scenarios- Helpful illustrations of how equity release could work for prospective customers.

· Testimonial templates- Use these templates to shout about positive reviews that you have received across your social channels.

· Customer facing presentation- Use our ready-made customer presentation template to convey your message to your target audience. Request your digital toolkit from Pure Retirement’s online enquiry form today.

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