Equity Release - a life changing decision!

David and Josephine had an existing interest only mortgage that was coming to an end in 2017. They were planning to downsize in order to pay it off when Josephine became seriously ill. A house move at that time was out of the question. David started investigating the option of staying in their house and releasing funds through Equity Release. Kevin was able to recommend them a plan to release the cash they needed, not only to pay off their interest only mortgage, but also to help fund medical treatment and improve the quality of their lives. ‘Having the money available to us has made all the difference to our lives. We were finally able to do things without worrying whether we could afford it. We no longer have the stress of financing the mortgage and we have been able to fund the best medical treatment and arrange a visit to our son living abroad. Equity Release has given us peace of mind over our health as well as enhancing the quality of our lives. It’s what equity release is all about.’

Thankfully, Josephine’s health has recently shown considerable improvement and with regular ongoing treatment, she is able to enjoy all the pleasures that they hoped their retirement would bring them.

‘We are taking advantage of improved health and an end to our financial worries to get our lives back on track thanks to equity release. We are planning another trip to see our son and his new baby as well as carry out some improvements to our house. Releasing some of the equity from the value of our house has been a life changing decision!’

< Back to all Case Studies

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

Pure Retirement

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 fixed advice fee of £1,499 is only payable on completion of a plan.

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.