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EQUITY RELEASE TESTIMONIALS
The number of clients we help to achieve their Equity Release dreams continues to grow, but here is a selection of testimonials sent to us by our clients this year, to demonstrate the quality of service that they have received. We have been collecting testimonials since 2013, which you can view by year too.
We work closely with VouchedFor to give our clients an easy way to review us and you can read our reviews here.
I was in a situation when I needed money after the death of my husband therefore Robert helped me with equity release on my property very efficiently and extremely thorough. 4 years later I found a new partner in my life Robert advised and helped us to get my partner on the policy as by this time I was the policy holder only and on the event of by death he would have become homeless.
Private, Manchester, 14/3/26
Dawn's advice in our first call was just what I needed: Dawn clarified and corrected some of my thinking on Equity Release/Lifetime Mortgages, and gave me other options to think about, some outside of what she could actually offer me - I really felt Dawn was giving me the full picture and advice for my actual needs and options. I’m much better placed now to make some more decisions and then move forwards. I highly recommend Dawn.
Mr G, Yorkshire, 10/3/26
David was able to talk me through the process of equity release and answer any questions I had. He is very knowledgeable about all the products on the market and able to give me a choice of products to consider that would best suit my needs. He was able to give me some financial illustrations for different scenarios which made it easier to make a decision. He is very friendly and helpful and just wants to achieve the best results for his clients without any pressure or hard sell which is so important. If You are interested in equity release do not hesitate to speak to David he will give you great advise and help and there is only a charge if you proceed with any of the products and the rates are the lowest i have seen.
Mrs R, Liverpool, 8/3/26
David has been fantastic and highly professional and helpful through my application, guiding me through all the stages in a friendly and approachable manner. David explained everything brilliantly and made simple what could have been quite a forboding venture. There was no undue delays at all and David kept me updated at all stages. I would thoroughly recommend him to other potential clients.
Mr M, Liverpool, 7/3/26
I had insufficient, readily available funds for the purchases that I wanted to make. It made sense to use the financial equity that I had invested in my home. This was especially so as I have no family that, in other circumstances, I might want to leave a legacy to at a future date. David has been extremely helpful over a two year period. He initially secured an advance based on my original plans. When I changed those plans and sought a further advance I ran into problems. David did an excellent job in sorting out a complex financial situation on my behalf. He clearly explained the various financial options and saw the whole process through for me.
Mr W, Leicestershire, 5/3/26
From the very start Steff has been approachable,thorough,incredibly knowledgeable and so easy to talk to.What could have been a stressful situation was handled with empathy, I have no hesitation in recommending Steff.
Mr S, Buckinghamshire, 2/3/26
Many Thanks to David, he covered the whole process in meticulous detail, equity release is a huge decision, but he took the time to ensure everything was explained and understood, this made us feel safe in what we were doing, through friendly and enjoyable interactions.
Mr S, Liverpool, 23/2/26
Roy has helped in every way possible, the main thing for us was that he visited us on a personal basis, this was important for us, we want to see and talk with these professionals, not just to be on the end of a phone or internet chat etc. We are both in our seventies and don’t feel comfortable with the technology of today, so Roy’s visit to us was the correct way to go.
Mr J. Staffordshire, 18/3/26
My advisor, Stephanie Miles, provided me with the best advice I could ask for, I have never come across someone so customer focused, I've never been so grateful to be matched with someone so knowledgeable in their field. She was professional (not pushy... which is a big thing for me) . I felt like she really wanted to help me, we got on so well, if I was getting married again I would invite her to my wedding (I'm not ;)) The assistance Steff gave me is life changing, and I cannot thank her enough, blown away!
Mrs L, Buckinghamshire, 10/3/26
Katie offered exceptional service to us and was clear and concise with her recommendations she made a thorough assessment of our needs and found a suitable product
Private, Sussex, 9/3/26
Dawn was truly wonderful. I desperately needed to get a property purchase over the line. Having been let down by other advisers, Dawn was so committed to helping me complete. She has extensive knowledge & experience of the equity release process. At times I became particularly anxious when let down by other people but Dawn remained calm & focused.
Mr P, Yorkshire, 8/3/26
Dawn has guided me through the process of Equity Release and has always given me completely unbiased and informative advice along the way. I would recommend anyone thinking of releasing equity from their homes to use the services of this lady in the knowledge that she well informed, efficient and unfailingly pleasant and polite.
Mr M, Yorkshire, 6/3/26
Shaun was polite and trustworthy, he explained everything and made it easy to understand without putting any pressure on us what so ever. His expertise helped us to come to a positive decision and so we would not hesitate to contact him in the future for any further advice.
Mr S, Essex, 4/3/26
When my Interest Only Mortgage reached its end, I needed to explore refinancing options. Due to my age, traditional re‑mortgaging proved difficult, so I began looking into a Lifetime Mortgage instead. I came across David Grasham online and opened a conversation with him. He provided clear, comprehensive information, all of which was supported by my own subsequent research and discussions. I chose to proceed with David’s services, and he handled the entire process from beginning to end with professionalism, clarity, and genuine care. I have no hesitation in recommending David Grasham to anyone seeking expert support with their mortgage needs.
Mr B, Leicestershire, 27/2/26
Throughout the process I have been extremely happy with the professional service received from my advisor, Dawn Evans. She has ensured that everything has been explained very clearly and there has never a question she could not answer. I have been kept in touch every step of the way and felt very comfortable discussing any queries with Dawn. Correspondence, whether it be via email or other business messaging services, have always been answered effectively and efficiently so I have never been left wondering about any part of the process. She is a very easy person to talk with and I have felt extremely confident and trusting in all the advice I have received. Nothing has been too much trouble for Dawn. She has been very patient and understanding and furthermore, with her passion and detailed planning, has ensured I have understood the complexity and finer details of the financial process, despite many obstacles we have already faced along the way.
Mrs M, Yorkshire, 17/2/26
Kerry is an outstanding equity release adviser who offers independent, whole-of-market guidance. She reviews every possibility and helps me navigate the intricacies of equity release. Kerry explains the products, qualification requirements, interest rates, and essential features by comparing options from specialist brokers and major lenders. Kerry's commitment to clear, impartial information ensures that I receive guidance that addresses my specific needs. Her authorisation by the Financial Conduct Authority (FCA) and membership in the Equity Release Council further demonstrate her dedication to high standards and responsible advice, distinguishing her from other advisers.
Private, Lancashire, 4/2/26
Steff was very professional, efficient and competent. Steff explained the process and products available to us and made it very clear and easy to understand. Unfortunately, we were unable to progress with a mortgage on this occasion due to the amount we needed to borrow, our age and restrictions. I would be very happy however, to recommend Steff to anyone looking for financial assistance.
Mr S, Buckinghamshire, 2/2/26
James was very friendly and approachable. Took the time to explain everything in detail until we were comfortable with our decision. Plus good to know we can approach him anytime if we have a query.
Mrs G, 11/2/26
Kerry has been very supportive, given excellent advice and followed up on the progress. She is very dedicated, compassionate and has excellent knowledge in this area. I would highly recommend her.
Mr S, Lancashire, 3/2/26
My wife and I wanted to research getting a loan based on our house value rather than income as I am retired. We cam across Katie Wilkinson from Viva Retirement Solutions online. We also shopped around like most people do but soon realised that Katie was our best choice.
Mr G, Sussex, 29/1/26
Steff provided me with expertise, proper consideration of my personal circumstances, and, complete transparency throughout the process explaining each step. Steff guided me through everything from start to finish. I couldn’t have asked for more help and support from a true professional. I would unhesitatingly recommend Steff to anyone considering Equity release.
Mrs D, Buckinghamshire, 12/1/26
David has excellent professional standards. His knowledge and expertise has been invaluable in guiding us during this financial process. He is friendly, accommodating and very approachable.
Mrs L, Liverpool, 16/1/26
We have been thinking about Equity Release for a number of years, put off by fears and anxiety. Then we found 'The' house and needed to take Equity route to achieve our goals. James was recommended to us by our lovely Mortgage Adviser as Professional, knowledgeable and considerate of our financial situation. James reassured us by explaining everything in terms we could understand. And repeating it again so we could be sure about everything before we proceeded. He was patient, courteous and good humoured throughout.
Mr D, 4/1/26