Your Guide to Later Life Finance

I cleared my existing mortgage to enjoy a better retirement

Find out how one of our customers used some of the money tied up in her property to make her later life better. Ms Hamblin from Somerset first decided to look into equity release as a means of improving her financial situation. Despite working four days a week as a service coordinator for adults with learning disabilities, Ms Hamblin needed a lump sum which would allow her to pay off the outstanding balance on her existing mortgage as well as clear her existing debts. “I first contacted Key a while ago after reading about the service that they offer. Unfortunately, at this time my

house wasn’t worth enough to allow me to pay off my existing mortgage and debts. Five years later, after reading about them again, I decided to ring up and arrange a consultation with my local adviser. “I decided to go ahead with Key. My first appointment went really well. My adviser asked questions to find out about my financial situation. I was provided with all the information I needed, and he was always at the end of the phone if I ever needed him. “As I don’t have any dependants, I made the decision not to discuss equity release with my family until the process was complete. In the second appointment my adviser provided me with a recommendation which he discussed with me in depth

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