Equity Release Advice

Unsolicited Testimonials - read what our clients say about us.

"Over the years I've had dealings with a number of financial advisers who were more interested in their commission than providing a decent honest service. You are a beacon of light in this sea of mediocrity and self interest."

Mr and Mrs L Cheshire

"I consider replying to your mailshot one of the best decisions I have ever made!”

Mr A J - Croydon.

"An excellent Chester based independent financial adviser - highly recommended.!!"

Mr B - Chester

Really appreciate your time going through everything when we met and showing what was possible. I will be in touch again when the time comes to move,.

Mr S Chester

Hope you are well. Many thanks for keeping up the contact via your regular newsletters, always topical and reassuring. Hard to imagine it's not far off 20 years since we first did business!

Mrs F Liverpool

The remortgage has gone through. I just wanted to say thank you so much for all your help.
I'll be in touch re income protection etc and will definitely need you in October!

Thanks again

Ms S H - Wirral

Thanks very much for your time yesterday, it was very helpful and I will be in touch when I find a property

Mr S Chester

“Thank you for all your help getting us the mortgage so quickly and efficiently. I will be recommending you.”

Mr and Mrs K W - London.

I know Mum and Dad found working with you made the process as stress free as these things can be. Thanks for your assistance

Ms L Chester


Just seen your email. That is fantastic news, thank you so, so much!

Miss H Wirral

Your service has been excellent as always!

Mr S - Chester

"Thank you so much, you have been great."

Mrs M North Wales

“Many thanks for your advice and help. It has been a great help to me. You have given me peace of mind.”

Mrs D - Cheshire.

Thanks again for all your help; I'll be sure to recommend you on to friends seeking similar advice,

Dr L - Glasgow

"Thanks for getting back to me so quickly. There are so many disreputable advisors out there that I wanted to ask someone I trust!"

Mrs W Wirral


It will be good to chat through things with you and make sure that we are getting the best for our money so we look forward to seeing you then!
Thanks again for all your guidance and advice and more importantly for getting us the best mortgage!"

Mrs K North Wales

Many thanks for all your help and advice. It is appreciated

D L Cheshire

Thank you for all your advice and support!

Mrs N P Milton Keynes

Thank you for your help in completing the equity release.

Mr C Chester

Thank you so much for all your help with the mortgage application.  It made the process straightforward and less scary!  Looking forward to working with you in the future.

Miss O'B Wirral

Thank you so much for all the time and advice you gave me on Friday it was all very useful.
I look forward to meeting again.

Ms C North Wales

"Many thanks for your time, it was very useful. will be in touch after April next year."

Miss R Chester

"Regarding your service with my pension. Many thanks for your help - it has been invaluable!"

Mrs P - Mold, North Wales

"Thanks for all your help, we really appreciate it. We look forward to our next chat."

Mr T Chester

“Thanks for keeping track of us. It never seems to be our first priority but your advice was excellent last time and we have been delighted with the IF account. The low interest rates really worked for us and we were amazed when our payments got smaller.”

Dr and Mrs K - Inverness.

"My nephew has just got the mortgage - he also sends his thanks for your help."

Mrs L - Cheshire

I will give you a buzz if I need some good advice. Your guidance was very good last time.”

Mrs V G – Cheshire.

“Thanks for last Wednesday. I hope we didn't keep you too long. It was as useful as ever.”

Mrs J G - Chester.

“Great news! Just received the mortgage offer today. Thanks for all your hard work with this!”

Dr J N - Cheshire.

“Thanks for all your efforts. We really appreciate it.”

Mrs J N – Northwich.

“Thanks for the newsletter. As always, clearly expressed and sets out the issues nicely.

Mr J C - Surrey.

"Great news. Thanks for all your hard work!"

Mr A T - Holywell North Wales

"Thanks for meeting with me today and the timely advice."

Ms J Cheshire