Harry and Eunice were initially concerned that when they retired they felt they had lost control of their money. They considered equity release a few years ago and were advised that, with the assets they had available at the time, that it wasn't quite right for them at that time.
On the recommendation of their financial adviser they recently reviewed their circumstances and it was agreed that equity release was now an appropriate solution to their needs.
Eunice has seen her friends become unhappy when moving home and ‘down-sizing’ which often meant moving out of the local area and being able to stay in their own home was a priority. They have both always been happy where they live and, with the money that is now available to them under a flexible equity release plan, Harry and Eunice have control over their finances and are able to continue living in their home, in an area where they are happy and comfortable.
To contact Just Retirement Solutions Limited, and to order a copy of the DVD featuring Jean and our other case studies, please call us on 0800 015 0993 (Mon-Fri 9am-5pm), or
e-mail us at jrsappointments@justretirement.com.
Advice is with no obligation and an administration fee of £749 will only be charged if you take out a plan.
Equity Release may involve a lifetime mortgage or home reversion plan. To understand the features and risks, please ask for a personalised illustration.
This example case study has been inspired by testimonies of customers who have used the services of Just Retirement Solutions Limited.