Refer Clients for Equity Release

Are you an accountant, solicitor, estate agent, mortgage adviser, or another professional looking to refer clients for Equity Release? Connect with Kevin Woods at Smart Choice Equity Release using the referral form below. We prioritise professionalism, empathy, and exceptional service, ensuring your clients feel supported. Many professionals refer clients to Kevin because of his expertise and personal approach, guaranteeing a smooth experience for both you and your clients.

Professional Expertise

Kevin Woods and Sonya Shaw, operating under Smart Choice Equity Release, are fully authorised and regulated by the Financial Conduct Authority (FCA) and registered with the Equity Release Council. Every Equity Release plan they recommend meets the strict standards of the Equity Release Council. With their professional credibility and guaranteed quality, you can trust that your clients will receive compliant, high-quality solutions tailored to their needs.

Personable Approach

Kevin and Sonya are dedicated to helping people solve financial challenges or achieve their goals through the right Equity Release solutions. They take the time to explain all options, ensuring your clients fully understand the process and feel empowered to make informed decisions.

Maximised Profitability for Your Clients

With access to the entire Equity Release market, Kevin and Sonya tailor plans to meet your client’s unique financial needs and aspirations. Referring clients to Smart Choice Equity Release ensures they receive personalised solutions designed to maximise their financial outcomes.

What to Expect When You Refer Clients

When you refer a client to Kevin Woods or Sonya Shaw at Smart Choice Equity Release, they will receive personalised, professional advice. You’ll be kept updated throughout the process, and both Kevin and Sonya are committed to providing a transparent, smooth journey for you and your client.

Submit Your Client Referrals Today

Use the referral form below to connect your clients with Kevin Woods and Sonya Shaw, trusted by many accountants, solicitors, estate agents, and other professionals. Discover why so many choose to refer clients to Smart Choice Equity Release.

Referral Form

1: Client Information

2: Specific Information

When does the client need the funds?

3: Property Information

Property Type:
Ex Local Authority?
Part of a Retirement Development?

4: Your Information

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