These case studies are for illustrative purposes and do not constitute advice.
Think carefully before securing debts against your home, your home may be repossessed if you do not keep up repayments on your mortgage.
Equity Release & Lifetime Mortgages Plan will reduce the value of your estate and can affect your eligibility for means tested benefits.


Mr C

Helping to make difficult decisions. Clive was weighing up his options of renting versus buying.


Mrs G

Being retired and aged 65, Rebecca didn’t have many options for a standard mortgage.


Mrs M

Hayley came to me and asked me to go through her portfolio with her and explain what it all meant.

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