One place to think through equity release, wills and estate planning, and the wider financial choices that come with later life — in plain English, with no pressure to decide today.
Everything below is general guidance to help you get your bearings. Wherever you start, it leads to a real conversation with the right specialist — no wrong door.
Lifetime mortgages, drawdown plans and the safeguards that protect your family — for homeowners who want options without having to move.
Wills, lasting powers of attorney and trusts — the paperwork that protects the people you love and avoids disputes later.
Mortgages, protection and pension guidance for the years running up to retirement — so nothing you decide today works against you later.
Phone, video, or in person if you're local. We listen first, ask questions, and explain what your options actually look like — for you, not a generic case study.
Everything set out in plain English — costs, trade-offs, alternatives. You take it away and decide in your own time. Nothing is signed on the call.
If you decide to proceed, we coordinate with the lender, solicitor and family members directly — so you're not the one chasing everyone.
Retirement Planning isn't a call centre — it's the shared entry point to two regulated, established local businesses who each handle one part of the picture.
Whole-of-market mortgage and protection advice — first-time buyers through to retirement, plus FCA-authorised equity release.
Visit Giles Financial Services →Will writing, lasting powers of attorney and trusts — with the same unhurried, plain-English approach, on paper that lasts.
Visit Jackson Giles →A 25-minute chat costs nothing and could change how confident you feel about the years ahead.