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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.
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
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
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
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