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Committed to helping local residents fulfill their retirement goals.


If you’re a homeowner in Ascot, Windsor, or beyond and are considering equity release, Autumn Financial is here to guide you.

With Toby Wheeler’s expertise and our unwavering commitment to client satisfaction, you can trust us to provide the support and advice you need to make informed, confident decisions about your financial future.

The risks of Equity Release: What should Windsor homeowners know?

The risks of Equity Release: What should Windsor homeowners know?

Equity release comes with risks and is not for everyone, but for some homeowners in Windsor, it can provide much-needed financial flexibility. Weighing the risks against the benefits is crucial before... ...more

Equity Release

April 15, 20252 min read

Equity Release... how long does it take to get funds?

Equity Release... how long does it take to get funds?

Industry expert Richard Jeremiah-Clarke BA (Hons), CeMap, CeRER, DipFa advised that it typically takes around six to eight weeks, and he provides insight into the current process. ...more

Equity Release

April 10, 20252 min read

Retaining ownership with Equity Release

Retaining ownership with Equity Release

How Equity Release affects homeownership in the UK. Learn the key differences between Lifetime Mortgages and Home Reversion Plans to make an informed decision. ...more

Equity Release

February 28, 20253 min read

Equity Release Costs and Rates in Windsor

Equity Release Costs and Rates in Windsor

Understand Equity Release costs and interest rates in Windsor, offering homeowners insights into accessing tax-free funds from home equity efficiently. ...more

Equity Release

February 25, 20252 min read

How much can I access with Equity Release?

How much can I access with Equity Release?

Explore how much you can release from your home with Equity Release in the UK, including lender evaluations and potential uses for the funds. ...more

Equity Release

February 21, 20252 min read

Equity Release Windsor: How it works...

Equity Release Windsor: How it works...

Discover how equity release in Windsor can help you unlock tax-free cash from your home while retaining ownership. Learn how much you can release, the benefits of a lifetime mortgage, and whether equi... ...more

Equity Release

February 07, 20252 min read

WHO ARE WE?
CM Finance Limited is an appointed representative of Connect IFA Ltd who are authorised and regulated by the Financial Conduct Authority (FCA) registration number 441505. The FCA does not regulate some Business Buy to Let Mortgages and Commercial Mortgages to Limited Companies. The information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Contact Us:

Address: 42 St. Lukes Road

Windsor, SL4 2QQ


Phone number:
01753 358007


FEES:

There will be a fee for mortgage advice, the precise amount will depend upon your circumstances. Your Consultant will confirm the amount before you choose to proceed but we estimate it to be £999.


COMPLAINTS:

It is our intention to provide you with a high level of customer service at all times. If there is an occasion when we do not meet these standards and you wish to register a complaint, please write to: Compliance Department; Connect IFA Ltd, 39 Station Lane, Hornchurch, RM12 6JL or call: 01708 676110. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service

financial-ombudsman.org.uk


CONSIDER:

Equity release plans are not right for everyone and it is important that you fully consider your options and receive impartial financial advice before making a decision. It is also important that, if you do decide to use an equity release product, you need to be sure it is one that meets your needs. If you would like to end your lifetime mortgage early, then you may have to pay a substantial early repayment charge. A professional adviser can help you to choose the plan that is right for you. To understand the features and risks, ask for a personalised illustration.


COMMISSION DISCLOSURE:

We are a credit broker and not a lender. We have access to an extensive range of lenders. Once we have assessed your needs, we will recommend a lender(s) that provides suitable products to meet your personal circumstances and requirements, though you are not obliged to take our advice or recommendation. Whichever lender we introduce you to, we will typically receive commission from them after completion of the transaction. The amount of commission we receive will normally be a fixed percentage of the amount you borrow from the lender. Commission paid to us may vary in amount depending on the lender and product. The lenders we work with pay commission at different rates. However, the amount of commission that we receive from a lender does not have an effect on the amount that you pay to that lender under your credit agreement. CM Finance Limited is registered in England and Wales under reference number 13751517

Registered address Merrimen Oakley Green Road Windsor Berkshire SL4 4PZ