WELCOME
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Plan Your Legacy With Confidence
Helping homeowners aged 55+ unlock property wealth with clarity and control
Call us: 0113 403 5482
This is a Lifetime Mortgage. These are only applicable to those 55 and over, and it could affect eligibility to state means-tested benefits and the inheritance you may leave. To understand the features and risks, ask for a personalised illustration.
About Us
I’m Alex Powell, founder of Oakwood Legacy Planning. With over nine years’ experience in financial services, I specialise in helping homeowners aged 55 and over explore equity release with clarity and confidence. I offer tailored advice on lifetime mortgages and home reversion plans—always rooted in transparency, integrity, and long-term thinking.
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I personally guide every client through the advice journey, from our first conversation to final recommendation and completion. My goal is to make the process feel calm, considered, and built entirely around your needs.
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Outside of work, I play rugby and have been a lifelong fan of the game. I value the discipline, strategy, and teamwork it demands—qualities I bring to every client relationship. I also enjoy travelling and spending time with friends and family.
Our Services
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Lifetime Mortgage
A lifetime mortgage allows homeowners aged 55 and over to release tax-free cash from their property while retaining full ownership. It’s a flexible way to access funds for retirement, home improvements, gifting, or simply enhancing your lifestyle—with no mandatory repayments unless you choose to make them.
2
Home Reversion
A home reversion plan allows eligible homeowners to sell part or all of their property to a provider in exchange for a tax-free lump sum or regular income. In return, you retain the right to live in your home for the rest of your life, typically rent-free.
3
Initial Consultation
A no-pressure, fully personalised consultation to explore whether equity release is right for you. I take time to understand your goals, explain the options clearly, and answer any questions—so you can make informed decisions with confidence. If equity release is the right path, I’ll be with you every step of the way.
Address
Whitesides Chartered Accountants, Lister House, Lister Hill, Horsforth, LS18 5AZ
FCA Number: 1043284
Phone
0113 403 5482
Working Hours
Monday - Friday
09.00 - 17.00