Case Studies

When your pension income just isn’t enough to pay for your retirement years.

When Mrs K realised that she needed to find more money because her pension income was not enough to afford her daily living costs, she made enquiries about Equity Release and was happily surprised by what she found out.

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It’s so lovely not having to worry about the money!

When Mr and Mrs T reached the time in their lives when they wanted to start to enjoy life a little more, they turned to some of the wealth in their property as a way to finance their later year dreams.

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Equity Release - a life changing decision!

When David and Josephine needed to find a way to pay off their existing interest-only mortgage and fund essential medical treatment, releasing equity from their property seemed to provide them with the solution they needed.

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Using Equity Release to help your loved ones

Mr S decided to unlock a tax-free cash lump sum from his property through a lifetime mortgage - the most common form of equity release - to gift to his children to help them extend and renovate their existing properties

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Equity Release paid off my existing interest only mortgage allowing me to retire early!

The thought of having to stay in her job for the next 14 years to make monthly mortgage repayments inspired Mrs B to release some of the equity in her property to gift her what she long deserved.

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Using Equity Release To Help Her Son

When Mrs P’s son asked her if she would release some equity in her property so that he could put down a deposit on a flat in his new home town in Norway, her immediate response was ‘no!’

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Why not get in touch and see how we can help?

Equity release could be the answer to some of your financial questions. If you would like to know more about it, and see if it could be the right option for you, please book an appointment or request a call-back

Providers include

JUST
LV
ONEFAMILY
Pure Retirement
more2life

Equity release will reduce the value of your estate and may also affect your entitlement to means-tested benefits. You should always think carefully before securing a loan against your home.

Unless you decide to go ahead, our service is completely free of charge as our usual advice fee of 1.99% of the amount released would only be payable on completion of a plan, subject to a minimum advice fee of £1499.

A lifetime mortgage is the most popular form of equity release, and is a loan secured against your home that’s typically repaid when you pass away or go into long-term care.

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