Equity Release Brochure

"As a over 80s woman going through this on my own, I was nervous about the whole process. But from the moment I spoke to Kathy, I felt understood. She listened without judgment, explained everything clearly, and never made me feel rushed or overwhelmed. Having another woman to talk things through with made all the difference. I’m so grateful it was Kathy who helped me — she genuinely cared."

"We weren’t totally sure where to start, we had heard bad things about equity release, but Simon’s call was brilliant – he talked us through the basics the pros and cons and then passed us to Dylan, who was just fantastic. He was calm, friendly, and really knew his stuff. The plan Dylan found gave us more flexibility than anything we’d seen ourselves. We’d have missed out if we’d just gone direct to the lender."

"Simon Oliver gave us a really helpful first call with both of us – no pressure at all, just a proper conversation about what we were hoping to do, im glad he let us ask as many questions as we liked and he took the time to discuss them. Then Dylan picked things up and honestly, he made everything so simple. He explained our options clearly and helped us find a much better deal than we were getting from the lender we’d originally spoken to. We felt looked after from start to finish."

"After speaking with one of the chaps on the first call , we felt reassured. He didn’t push us, just gave us the facts , sent us a glossy brochure and passed us over to Graham. Graham was down-to-earth, easy to talk to, and knew his stuff. Best part? We ended up with a far better rate than the high street lender we’d originally looked at."

"Chris was amazing, but I’ve got to say, so friendly – it started with a call from a chap called Simon. He explained how they work with multiple lenders and not just one. That made all the difference. We ended up with a much better deal than we were being offered by going direct."

"We’d looked into equity release on our own, but the found out abouit MY LATER LIFE from a friend and realised how much more choice we had. Kathy was so lovely and knowledgeable. She found us a deal that gave us more flexibility than what the lender was offering directly. We’re really happy we went this route."

"Simon’s call came at just the right time. He listened carefully and talked us through the basics without any sales pressure. After that, Chris took over and was brilliant from start to finish. We found a plan that was far better than anything we’d seen going direct to providers."

"We almost went straight to our previous equity release provider but thankfully we had a chat with Simon first. He explained that they compare multiple options, and he was right – Graham helped us find a much better deal than we were being offered direct. It was simple, clear, and saved us a lot of time (and money)."

"Simon gave us a call first to talk through what we were hoping to achieve. He wasn’t pushy at all – just asked the right questions and really listened. Then Kathy stepped in and guided us through everything. In the end, we got a much better deal than we were offered when we went to a lender ourselves. So glad we spoke to them first."

"We didn’t know where to start, but Kathy guided us with so much care. She was professional but also very human, which is exactly what we needed. Nothing was too much trouble. Thank you, Kathy – you’ve made a real difference to our lives."

"Chris really looked after us. he was friendly, knowledgeable, and never once made us feel silly for asking things twice. We felt like she genuinely wanted the best for us – and we ended up with a plan that works perfectly."

"Dylan made everything feel so much simpler than we expected. He explained things clearly, answered all our daft questions with a smile, and kept us in the loop the whole time. Honestly, we’d recommend him in a heartbeat."