6 Shelton Road, Bournemouth, Dorset. BH6 5EZ
  • Home
  • Mortgages
  • Investments
  • Financial Protection
  • Equity Release
  • Contact
  • Charges & Fees
  • About
  • More
    • Home
    • Mortgages
    • Investments
    • Financial Protection
    • Equity Release
    • Contact
    • Charges & Fees
    • About
  • Home
  • Mortgages
  • Investments
  • Financial Protection
  • Equity Release
  • Contact
  • Charges & Fees
  • About
Mundy Financial Services

Friendly Clear Financial Advice

Friendly Clear Financial AdviceFriendly Clear Financial AdviceFriendly Clear Financial Advice

Equity Release

Releasing equity from your home can offer you financial freedom. However, there are many different schemes allowing you to draw additional funds in the future, providing a regular income as well as providing the more traditional lump sum. Lifetime Mortgages, Home Reversion Schemes, Retirement interest Only - the choice can be confusing. Advice is essential because releasing equity can adversely affect your beneficiaries, eligibility to state benefits and impact long term care. I am experienced at providing clear guidance to clients to help them consider their needs and options now and in the future. 


Contact Mundy Financial Services

 Lifetime Mortgage – To understand the features and risks’ ask for a personalised illustration

Home Reversion - To understand the features and risks’ ask for a personalised illustration


Peter Philip Mundy trading as Mundy Financial Services is an appointed representative of The Whitechurch Network Limited which is authorised and regulated by the Financial Conduct Authority.


 6 Shelton Road, Bournemouth, Dorset. BH6 5EZ 


This website is only for the use of residents of the United Kingdom.  


Approved by In Partnership FRN 190859 May 2025.


Copyright © 2025 Mundy Financial Services - All Rights Reserved.

  • Privacy Policy
  • Terms & Conditions
  • Website usage T&C's
  • Complaints Brochure

Powered by

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

DeclineAccept