CASE STUDY
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
“I cleared my existing mortgage to enjoy a better retirement” Ms Hamblin
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 to make sure it was a plan that suited my needs. He didn’t pressure me to make any decisions – I knew that he had my best interests at heart.” Ms Hamblin now had enough equity in her home to pay off her existing mortgage and debts. After considering all her options and looking at different products, her adviser recommended a lifetime mortgage that met all her needs.
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
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
first decided to look into equity release as a means of improving her financial situation. Despite working
32 Get advice today 0800 953 3743
33 Get advice today 0800 953 3743
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