Doing business with Bridgewater Equity Release

For pre-sales enquiries such as high value and non standard properties, technical plan information and literature please call the business development team on 0191 269 59 82.
For updates on current pipeline business please contact our operations team on 0845 1 40 50 60.
To produce a KFI please click the link on the left of this page.

Producing KFIs

All illustrations, apart from further release KFIs, must be produced via Bridgewater's on-line illustration system EQUiP.
KFIs can be printed, e-mailed and saved.
There are no restrictions on the number of KFIs you can produce for a client.
Client details are saved so you can produce further KFIs without re-entering their data.
On application, KFIs not progressed to application are archived and the records kept for 12 months.

Applications

Once you and your client(s) have agreed which KFI best suits their needs you can proceed it to application. The data input for the KFI is automatically transferred into an application form ready to print off and complete.

Once completed and signed by you and your client(s), you should then send it to:

Bridgewater Equity Release Ltd
Citygate
St James' Boulevard
Newcastle upon Tyne
NE1 4JE

If you have any queries regarding the processing of an application you can call the operations team on 0845 1 40 50 60.

For training purposes and your own security your call may be monitored and recorded.

These pages are for use by Professional Advisers only. Customers should speak to a financial adviser.