What our clients say
I am writing to thank you most sincerely for your assistance and guidance in arranging our Equity Release.
In our view you went “above and beyond” in your efforts to not only explain some very complex plans and concepts, but also to ascertain our exact requirements, and then to secure for us the very best deal from the many products and companies offering such facilities.
You were also aware of the relevant urgency of our circumstances, and we have been very impressed at the way you facilitated our loan, and its early completion.
We would have no hesitation, whatsoever, in recommending you to others in similar circumstances, and it is worth mentioning that your fee payable by us was significantly lower than many advisers in this field, and in particular those high profile organisations that, for example, advertise on TV and radio programmes (such as Classic FM).
After all is said and done, we feel that we received a very informed and professional service, with great attention to detail, at a price which we perceived to be extremely good value. It should also be mentioned that you managed to secure for us a very competitive interest rate just at a time when rates in general seemed to be on the increase.
Many thanks once again, and good luck for the future.
Stephen’s knowledge of the market meant that he was able to find a mortgage product that exactly suited our needs.
He took the time to understand our requirements and was always available if we had any questions.
We are highly satisfied and can thoroughly recommend his services.
Just wanted to say how grateful we are for the way you have looked after us on our search for the best Equity Release scheme, which we were finding a minefield.
You really helped us to understand the process, which completed in weeks.
Further, I would certainly recommend you to anyone looking for help.
I would like to thank you for your courteous and professional way you handled our Lifetime Mortgage.
You really went the extra mile to ensure that we got true value for money.
This was especially so when you suggested that we delayed the application by a couple of weeks until after both our birthdays as this would result in a far better offer.
Once again thank you.
Solutions in Retirement offer independent advice and "whole of market" solutions for Later Life borrowers aged 50 and over.
We offer Retirement Interest-Only mortgage (over 50's) and Equity Release (over 55's) advice; Lifetime Mortgages and Home Reversion Plans, with access to all providers.
Our broker fee for RIO mortgages is £395 and for Equity Release (Lifetime Mortgage or Home Reversion) is £795, including all appointments.
We offer a free, no obligation, discovery meeting at your convenience. This can be a phone call, or in person.
Our aim is to provide you with a service you'd be pleased to recommend.
Based in Welwyn, appointments are arranged at a convenient time and place for you.
We cover Herts, Essex and North London, but are pleased to go the extra mile when requested.
Our goal is to provide a service that we'd expect as a client and offer any and all suitable options that fit your needs and circumstances.
With access to the whole of the market, we can offer the most flexible solutions at a competitive fee that doesn't compromise on service.
For areas of financial planning where we are not advisers, we have strong links to a full spectrum of FCA qualified advisers that we are confident to recommend.