Your Guide to Later Life Finance

Our adviser says Ms. Hamblin received thorough advice on how taking out a lifetime mortgage could impact the value of her estate and the equity in her property. We always advise our customers to think carefully before securing a loan against their home, especially when it comes to repaying existing debts, as Ms. Hamblin chose to do. In Ms. Hamblin’s case, she had no dependants and decided to release only the amount she needed to comfortably enjoy her retirement. We guided her to discuss this decision with her family, ensuring she had all the information and support she needed. With a clear understanding of her options and potential impacts, she was able to make the choice that felt right for her – empowering her to live the retirement she wanted.

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