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Robert Levy - New size

Equity Release Worcestershire

Call our freephone number:

0800 145 5399

Helping you choose the right equity release plan, leaving you to enjoy your retirement

If you’re a home owner who is wishing to obtain some tax-free cash from the value of your own property, then you’ve come to the right place.

Most retirees find themselves equity rich, but cash poor. Currently with the interest amount fixed at very low rates for life, now is the best time to release the equity locked up inside your home; either as a lump sum or in small drawdown amounts, as and when you require.

I’m here to provide you with a complete understanding of the options available to you, including:

  • Lifetime Mortgages
  • Drawdown Plans
  • Home Reversion Plans
  • Interest Only Mortgages
  • Capital Repayment options

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Our Worcestershire Adviser

Biography: Robert Levy

Equity Release Specialist

Robert has an extensive history within the financial services industry starting in the late 70’s with London and Manchester assurance, initially based at their head office in Exeter then at their Midlands office in Birmingham where he was a broker consultant specialising in Life and Personal Pension business. From there he moved to Legal and General where, after training, he progressed to be an investment specialist.

With a return some years later to protection insurance, he became a member of the industry NFIFA/IFA Association’s critical illness working party, which along with Marius Barnard, Christiaan’s brother, and other industry leaders, established the core definitions for the 7 major diseases/illnesses covered by the new critical illness insurance policies.

After some years in senior management, including time as Head of IFA distribution at Britannic Assurance, Robert joined The Right Equity Release and provides specialist whole of market advice in this growing market, Robert holds the professional qualifications of Cert PFS, Certs CII (MP&ER), and is a member of the Equity Release Council.

Choosing the right equity release product from today’s market is the most important decision you face and this will be made easier with our advisers’ help.

There are several different types of plans available which is why we advise seeking independent professional advice to obtain the right plan most suitable for you.

Interest and Hobbies

Robert lives in Colwall, near Malvern and has two grown up children. He enjoys walking on the Malvern Hills, Cycling, and helping out at the Colwall Orchard Group, a charitable organisation whose primary purpose is to maintain and preserve apple, pear and cherry orchards in the area.

Contact Me

Contact Email:
07730 517671
0800 145 5399


Areas Covered

I am based in Malvern, but I cover all of the areas below:

  • Colwall
  • Coddington
  • Ledbury
  • Tewkesbury
  • Pershore
  • Evesham
  • Newent
  • Ross- on -Wye
  • Cirencester
  • Banbury
  • Worcestershire
  • Herefordshire
  • Gloucestershire
  • Warwickshire
  • West Midlands
  • Shropshire
  • Staffordshire
  • Oxfordshire
  • Berkshire
  • Buckinghamshire
  • Cheshire
  • Monmouthshire
  • Glamorgan

This is a lifetime mortgage or Home Reversion. It may affect your entitlement to state benefits and will reduce the value of your estate. Mortgages on or equity released from your home will be secured against it. Think carefully before securing other debts to your home. To understand the features and risks, ask for a personalised illustration. The Right Equity Release does not charge any up front fees. A fixed fee is only charged on completion of an Equity Release Plan. Typically, this is 1.5% of the total facility or £1,295 whichever is the greater. The information contained in this website is subject to the UK regulatory regime and is therefore intended for consumers based in the UK.