Working with Kevin and Samantha has been such a positive experience.’
When Ms MC's and Ms JM's parents needed finances to support essential home renovations, equity release proved to be their best option.
When our parents decided to do some house renovation they considered a number of different options to provide some finances to support this. With their particular circumstances, and at their age, Equity Release worked best for them and also enabled them to achieve their overall estate planning goals.
Kevin Woods was recommended to us by our financial advisor who had had excellent experience of working with him at the Equity Release Experts previously. Working with Kevin and Samantha has been such a positive experience. They were approachable and completely professional throughout the whole process. They were not at all fazed by any of the hurdles we faced along the way in securing the right ER product, especially in the current volatile economic climate.
Their persistence and commitment to finding our parents the best deal and helping us work through the challenges was invaluable. They were so easy to work with, communicated regularly and responded on a timely basis to requests, keeping us up to date at each stage of the process, which gave us the assurance that they were never far away whenever we needed them!
With Kevin and Samantha’s unwavering support we got final sign off for the equity release two weeks ago (with the opportunity for further draw down to follow). A successful outcome all round, and our huge thanks to all at The Equity Release Experts!
Ms MC and Ms JM
< 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
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 with a plan, our service is completely free of charge, as our fixed advice fee of £1,695 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.
