Reviews

“From the first phone call with Simon I felt looked after. The advisor Tony picked up on things I hadn’t thought of and explained options in plain English. He was patient and genuinely helpful.” Thanks Tony

“Couldn’t fault them. Practical advice, timely responses and a real human touch — not the usual corporate talk. When Chris left our house i was feeling reassured and with a clear plan.”

“Great experience. The advisor Kathy was down-to-earth, easy to talk to and explained the pros and cons without pressure. Felt like I was getting advice from someone who actually cared.”

“I was really worried about the whole process, but Tony my advisor made it simple. He listened, answered my silly questions without making me feel foolish, and left me feeling confident about the next steps. Properly brilliant service.” Aug 2025

My Adviser Dylan Cripps was extremely knowledgeable. He took the time to really listen to our needs. What I really appreciated was the face-to-face meetings; it was the personal affect that made the whole process straight forward and manageable!

Extremely helpful. A previous equity release specialist did not make it happen - hence I tried this firm with complete success.

"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."