What were the circumstances that caused you to look for a financial adviser?
We were looking to raise some funds out of the equity that was in our property. We wanted to make some serious alterations to our home to see us through our retirement. Due to our ages and only one of us was working, we didn’t think that we could obtain a conventional mortgage.
How did Guy/Templar help you?
Guy had originally been called to advise my Mother. We sat in on the meeting at Guy’s request. We remember being “anti” Equity Release at the start of the meeting, however, by the end of the meeting we felt very different. Guy explained in detail all the features and risks associated with Equity. He checked my mother’s and our understanding all the way through. He explained how the product has changed no end since its launch many years ago and stressed the flexibility and choices that are now available. My mother couldn’t proceed with her Equity Release as she went down hill quickly health wise and has sadly now passed away. We did and we are very happy with our choice.
Have you seen the outcome you were hoping for?
Yes – We have drawn out the funds we needed and used them on our home which we plan to stay in for the rest of our lives. Everything has gone to plan. I remember Guy saying to me during the first meeting with him there will never be a “oh, I didn’t know that “moment, and he was right. He looked after us though the whole process.
What could they have done better?
Maybe he could have done the legal conveyancing too…that was the only painful part!
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