Financial Planners in Park Gate, Hampshire

1 location found near Park Gate

“When our parents decided to do some house renovation, they considered a number of different options to provide some finances to support this. With their particular circumstances, and at their age, Equity Release worked best for them and also enabled them to achieve their overall estate planning goals.Kevin Woods was recommended to us by our financial advisor who had had excellent experience of working with him previously.Working with Kevin and Samantha has been such a positive experience. They were approachable and completely professional throughout the whole process. They were not at all fazed by any of the hurdles we faced along the way in securing the right ER product, especially in the current volatile economic climate. Their persistence and commitment to finding our parents the best deal and helping us work through the challenges was invaluable. They were so easy to work with, communicated and responded rapidly to requests and kept us up to date at each stage of the process. With their support we got final sign off for the equity release with the opportunity for further draw down. But even that aspect came with its own difficulties from the Equity Release company, but once again Kevin and Samantha showed both their exceptional professionalism, their commitment to ensuring that we as clients achieved our aim, and an acute awareness of when they needed to apply an extra level of help – even without us asking.With their help and support a successful outcome all round, was achieved. Our huge thanks to Kevin & Samantha at Laterlivingnow! We would highly recommend them to anyone.”

5Superb6 Reviews