How We’ve Helped People

How We’ve Helped People

See how lifetime mortgages, equity release, and mortgage advice helped real clients over 55 achieve their goals.

Real Equity Release & Lifetime Mortgage Case Studies:

Avoided Repossession

Lifetime mortgage paperwork helped a client keep their home

Shortfall on Purchase

Bridged financing gap quickly

Divorce Buy-Out

Helped one spouse stay in the home

Supplement Retirement Income

Enabled holidays and drawdown flexibility

Debt Relief

Cleared spiralling debts using home equity

Pre-Inheritance Gift

Facilitated early gifting

Bucket List Holidays

Multiple cruise bookings funded

“Bank of Nan & Granddad”

Helped a grandchild onto the property ladder


Speak To An Adviser

Contact us today so we can see how we can help.


This is a lifetime mortgage. To understand the features and risks, ask for a personalised illustration. Equity release will reduce the value of your estate and may affect your entitlement to means-tested benefits. You must seek independent legal advice before proceeding with an equity release plan