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The Free Money Advice Service has been setup by the government to provide impartial advice on most financial matters but is particularly good on Equity Release. 

Equity Release is a minefield but a necessary minefield! Get it right and older people can raise money on their property - potentially allowing them to afford to stay in their homes for the rest of their lives. Get it wrong and they can accumulate an enormous debt and effectively disinherit their children as the finance company claims their home in order to repay the accumulated loan when they die. The link below may help you decide whether this might be a useful route to go down. However just as importantly consider using a financial adviser.
This is a simple AgeUK Equity Release calculator which will help you find out how much an equity release loan would allow you to raise on your house.

Independent Financial Advisers - IFAs Fulwood

Trafford & Houghton Financial Planning Ltd

25-27 Ribblesdale House, 14 Ribblesdale Place, Preston PR1 3NA, UK – 01772 825755

Trafford and Houghton gave me great advice which was easy to understand and well explained. I felt very comfortable with my advisor Anne Pearson who explained everything in plain english no jargon, a must for someone like me.

Sage Financial Management Ltd

189 Watling St Rd, Fulwood, Preston PR2 8AE, UK – 01772 700008

I have used Sage Financial Management for all my financial needs over the last 5 years. Their service is excellent - rapid response, fully transparent in their recommendations and very knowledgeable. I have been extremely pleased with how my pension and investments have performed following their recommendations. I would definitely recommend them.


Baines House, 4 Midgery Court, Fulwood, Preston PR2 9ZH, UK – 0808 252 9170

Excellent company, great support and contact throughout process. Patient informative staff, always on hand to assist, I would honestly recommend Key Retirement to anyone considering Equity Release. A big thank you to all at Key Retirement

We recently used Key Retirement to access equity release in our property. The whole process from beginning to end was smooth and without fault. The advisor and the team took us through every step in a courteous and easy to understand procedure. Cannot be faulted and would recommend to anybody

Click for excellent Money Saving Expert advice on choosing an Independent Financial Adviser (or IFA) around Fulwood.
This is a revolution! We are used to going to a bank with a business plan and been lent money on very high rates of interest - but only under increasingly demanding conditions. Crowd funding is the public investing directly to the businesses - at all stages of their development. Crucially there is a huge range of projects and Crowd Funders. You could do worse than just read and then click some of the WiKi link below.

Crowd Funding and Business Loans

We could not find any Crowd Funding or Business Loans around your location. Please click below to see full results from Google.

Read current articles in MoneyWeek magazine.
TSB Bank

86-88 Lancaster Rd, Preston PR1 2DY, UK – 01772 449998

Great bank


292 Garstang Rd, Fulwood, Preston PR2 9RQ, UK – 0345 788 8444

Shame it's not open on a Saturday but staff were friendly when I visited midweek.

TSB Bank

96 Fishergate, Lancashire, Preston PR1 2NJ, UK – 01772 884344

Nice helpful member of staff when I went in. Very chatty which is good.



49A Fishergate, Preston PR1 8BH, UK – 0345 740 4404

It's a big HSBC bank, good for all banking needs. staff are frendly

Lloyds Bank

305 Garstang Rd, Fulwood, Preston PR2 9XJ, UK – 0345 300 0000

Good shop and service

Barclays Bank

31 Garstang Rd, Preston PR1 1LA, UK – 0345 734 5345

there is no customers ( empty) you do not have to wait

Building Societies

Cumberland Building Society

90 Fishergate, Preston PR1 2NJ, UK – 01772 556606

Great service, local building society very competitive mortgage deals and banking accounts

Nice and personal + friendly building society.


41 Fishergate, Preston PR1 2AD, UK – 0800 554 0758

Always had excellent service from the staff here and the interior layout is a doddle to navigate

Excellent service, the staff are always very polite and helpful.

Furness Building Society

8 Lune St, Preston PR1 2YX, UK – 01772 253183

Mortgage Brokers

Actually Mortgage

19 Priory Ln, Penwortham, Preston PR1 0AR, UK – 01772 909902

I was fortunately referred to Robert and Lindsay after a nightmare experience with a previous broker who was unable to obtain me a mortgage agreement after trying for approximately 5 months. Robert and Lindsay however managed to get me a mortgage within 6 weeks. They were absolutely brilliant from start to finish; very professional, knowledgeable and were always there to give me advice. I couldn't recommend them enough. Thank you so much guys.

more 2 life

Fulwood, Preston PR2 9ZH, UK – 0345 415 0150

Great customer service

Mortgage Advice Bureau

48 Lune St, Preston PR1 2NN, UK – 01772 203345



35 Fishergate, Preston PR1 2AD, UK – 0345 788 8444

A very average Natwest, they always try to get you to use machines and the branch telephone number will not even tell you the opening hours unless you give a customer reference number. At least this Natwest is still open though (for now). UPDATE - we tried to pay a cheque in via the automatic machines (via the assistant) and the first one was not working, the next one refused the cheque and we were told "the cheque was too large".


111 Fishergate, Preston PR1 2DA, UK – 01772 407804

very friendly staff


202 New Hall La, Preston PR1 4SS, UK – 01772 651322