Case studies

Equity Release

David and Joan were looking to make home improvements, replace their car and pay off credit card debts. They had little savings but owned their home, so we recommended Equity Release.

David and Joan, 78 and 76 respectively, are both receiving their State Pensions. David is also receiving an Occupational Pension, and he is still working.

They live in a large detached property, which they purchased in 2007. The property is now worth £450,000, and there is no mortgage. At the time they came to us for help, the couple had a small cash reserve of under £5,000.

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