Testimonials

Expert later life financial advice, to support those who need it.

At 55Plus, we pride ourselves on providing the most transparent and accessible journey for homeowners over 55 to access the value of equity within their homes.

We work closely with our clients, providing trusted, expert and tailored advice to help them secure the finance they need to reach their goals if no other financial options are available to them.

Read what our clients have said about 55Plus and how we have supported them with later life finance.

Testimonials

Expert later life financial advice, to support those who need it.

At 55Plus, we pride ourselves on providing the most transparent and accessible journey for homeowners over 55 to access the value of equity within their homes.

We work closely with our clients, providing trusted, expert and tailored advice to help them secure the finance they need to reach their goals if no other financial options are available to them.

Read what our clients have said about 55Plus and how we have supported them with later life finance.

“55Plus made the process simplicity itself, dealing, on our behalf, with providers and solicitors. Good advice, constant attention to all the details and highly professional throughout. Thanks for the great service!”

“My mother’s solicitor referred me to 55Plus. Our adviser arranged to meet with my mother and I in her home and spent considerable time explaining all of the various options in detail, ensuring that we both fully understood the detail and commitment of each type of mortgage available. The adviser was extremely thorough in checking my mother’s particular circumstances before arriving at a recommendation, which exactly fitted her requirements.

This was a big step for my mother, but our adviser was very patient in their approach, and at all times took care to ensure Mum didn’t feel pressurised, but that she felt happy to proceed. They also took time to explain ancillary issues such as the effect on beneficiaries and explored the possible effect on other state benefits which Mum receives.

I would confidently recommend 55Plus to others in similar circumstances who would require a clarity of approach with a friendly, pleasant manner.”

“The application process was quick and easy with the occasional ‘wrinkle’ being ironed-out by the adviser’s hard work and expertise.”

“Great service! We were kept up to date on the whole process, which went through smoothly. I would recommend 55Plus without a doubt.”

“We wanted an equity release mortgage to buy a new car and carry out some home improvements. We had already taken out a scheme previously with 55Plus, so we had no hesitation in going back to them a second time. They’re good, honest and explain everything clearly – and they got us a good rate! – so we knew we would be in safe hands.

We discussed the equity release mortgage with our children and had their approval. I’m 70 now and you never know what’s around the corner. Our view is that it’s nice to enjoy things while we can, and the equity release mortgage enables us to do that. We’re sitting on £600,000 of property that is all paid for, so it makes sense to release some of that value to make life easier and more enjoyable.

The whole process was really simple. 55Plus guided us through the process, explained it well and made it very easy. They kept us updated at all times and kept other people on track to keep the process moving. I would definitely recommend them.”

“I just wanted to thank 55Plus most sincerely for their professional advice and tenacious approach whilst they dealt with my equity release.”

“We are both very happy with the decision to equity release to repay debts to free up disposable income. We got very good advice and help from 55Plus and would recommend them to anyone looking into equity release.”

“We wanted to release equity to subsidise my savings. I’m running on a state pension and I have a small annuity from another pension, so we wanted the money to be put aside for future holidays and living well in my retirement. 55Plus explained everything in great detail, which was good because we’d never released equity before; our adviser didn’t hold anything back and explained it all really simply. They encouraged us to go through the process with our family members and we went through it with our sons so that they would understand what it meant for them. They were happy for us to do it because they wanted us to enjoy our retirement.

I would recommend 55Plus to anyone considering an equity release mortgage – it has given me peace of mind about my financial security.”

“I’m not money minded and this was my first mortgage. 55Plus made it easy to understand and helped me through the process from start to finish. I’m now telling other people about their wonderful service.”

Our adviser was excellent and I was really pleased with how it all went. I’d definitely recommend it to anyone else. 55Plus are great at putting information across to us, they weren’t pushy and explained everything in layman’s terms.

As we didn’t have a particular project to spend the money on, we were able to take out money in chunks instead of taking out a whole lump sum, which made the interest amounts more manageable. That was one the great things our adviser explained and has given us peace of mind for our finances.”

“We recently took advantage of equity release and were concerned about the procedures. Having chosen 55Plus via the Equity Release Council after much online research, we met our adviser, who could not have made the entire procedure more stress free.

They explained everything very thoroughly in an easy-to-understand manner and guided us through the whole procedure, which was quite painless and took less than a month. Great efficiency and great customer relations at all times. It was a pleasure dealing with this firm. We strongly recommend them.”

“We consulted 55Plus when we were thinking of taking out an equity release mortgage to ease our finances in retirement. We were so impressed by how they looked after us.

My husband and I are both of retiring age, and we wanted to have a little bit of money in store to make our retirement a bit easier, and – after reading a lot about it – we thought that an equity release mortgage would be the best way of doing it. We were recommended 55Plus, and we’re so glad we used them!

Having the equity relief mortgage in place is a tremendous relief. We’ve had quite a good life and have spent our money as we went along. By the time we got to this stage, I didn’t want to sit around not putting on the lights because we can’t afford it. I can’t praise 55Plus highly enough and am happy to recommend them to anyone thinking about their finances at this stage of life.”

“I was recommended by a family member to contact 55Plus for advice and help on how to obtain Equity Release on my property. My adviser explained the procedures thoroughly and my application was successful. The money has given me the opportunity to renovate my home. I highly recommend 55Plus for their expertise and professionalism.”

“Unable to fault the service provided by 55Plus. Everything was explained in detail, with no pressure to take out a policy at any point. Very professional service, which I would recommend to anyone considering equity release.”

“55Plus were excellent at explaining the equity release. Our adviser was pleasant and very easy to talk to – they made me feel at ease. Thank you.”

“55Plus was referred to me by a financial planner when I was looking to move from Kent to Scotland and wanted an equity release mortgage to buy a new property. I tend to do quite a lot of research into things and check different resources before settling on any one company; I opted to go with 55Plus as I felt they were honest, upfront and explained things clearly.

We met our adviser several times during the process. They came across very well; they were pleasant and listened properly to what I was saying and came back to me with solutions. They gave me honest advice and were always acting in my best interests. Everything was gone through thoroughly and they made sure I understood all stages of the process.

Importantly, they were also tenacious. Some of the financial services people needed prodding to keep things moving; our 55Plus adviser kept up the pressure on them on my behalf to get it all through as quickly as possible and kept me in the loop about what was happening at all stages.”

“We have used 55Plus Equity Release on two properties. We have always received immaculate service and good, competitive charges – completely satisfied! Thank you for all your help.”