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There may be a fee for later life mortgage advice. The exact amount will depend on your individual circumstances, but it will typically range from £995 to £1,495. This fee will only be payable upon completion and will be discussed and agreed with you at the earliest opportunity.

 

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

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Oakwood Legacy Planning Ltd are an Appointed Representative of HL Partnership Limited which is authorised and regulated by the Financial Conduct Authority.

 

Oakwood Legacy Planning Ltd, trading as Oakwood Legacy Planning are registered in England and Wales. Registered No:16636506. Registered Office: Whitesides Chartered Accountants, Lister Hill, Lister House, Leeds, United Kingdom, LS18 5AZ.

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© 2025 Oakwood Legacy Planning Ltd. All rights reserved.

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