Our adviser says Mr. and Mrs. Williams were thoughtfully guided through the decision of whether to secure a loan against their property to repay existing debts. They were reassured that they had sufficient equity in their home to explore this option. However, they were also informed about how taking out a lifetime mortgage could impact their future financial flexibility. I carefully considered all possible alternatives, including later life residential mortgages, downsizing, and other non-property- based solutions. After evaluating their unique situation, I recommended the equity release plan that best suited their needs and goals, ensuring they made a well-informed decision.
Book your advice appointment >>
51 Get advice today 0800 953 3743
Made with FlippingBook. PDF to flipbook with ease