Reviews

"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."

"Graham was a real gentleman. We never felt rushed or pushed. He gave us all the facts, let us take our time, and always made sure we felt comfortable. It’s rare to get service like that these days. We’re very grateful."

"Kathy helped us every step of the way. She wasn’t just helpful – she was kind. That really mattered to us. We didn’t feel like clients, we felt like people she actually wanted to help. We couldn’t have asked for better."