Advise Wise


Backed by a team with over 35 years of experience in the later life lending market, Advise Wise is on a mission to simplify and streamline the advice process for advisers, providing an award-winning cutting-edge sourcing platform, with all the benefits of an integrated Mortgage Club.

All aspects of the Advise Wise Platform are provided to brokers completely free of charge. You can manage your equity release cases on the Advise Wise Platform; from whole of market product sourcing through an intuitive Quick Quote tool, to multiple KFI requests and a customisable dynamic Fact Find, alongside an integrated Suitability Letter template and a built-in client CRM to store all cases’ details and documents.

The sourcing on the Advise Wise Platform is complemented by advanced filters and optional underwriting questions to restrict the search results and make your sourcing easier, by excluding those plans that don’t meet the client’s needs or lender criteria. The platform also benefits from medical integration with some lenders, offering real time and accurate LTVs and rates.

Advise Wise Mortgage Club offers the best possible terms for you and your clients and it’s fully integrated with the Advise Wise Platform, giving you access to exclusive deals, higher commissions and a panel of specialist solicitors.

The club’s helpdesk, run by industry experts, provides free dedicated one-to-one support with all your cases and product sourcing.

To become an Advise Wise member register for free at

Check the Advise Wise Market News feed, to keep up to date with all the market changes and events here

Advise Wise Website