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Helpful Insights for Your Later Life Financial Journey

Discover practical advice, real client stories, and expert guidance to help you make informed decisions about your property, mortgage, and protection options.

  • Active couple in life-vests sitting in yacht

    Essential Financial Protection Cover for Later Life

    December 4, 2025

    12 min

    Life in your 50s, 60s, and beyond brings new priorities. You might be thinking about retirement, ...

  • Supporting Your Family: How a Lifetime Mortgage Helps Parents and Grandparents Give

    November 5, 2025

    9 min

    One of the questions I hear most often from clients is, ‘What's the point of leaving ...

  • Why Would I Release Equity from My Home? The Most Common Reasons

    November 5, 2025

    9 min

    Life doesn't stop when you retire. In fact, for many people, retirement is when they finally have ...

  • The Lifetime Mortgage Process: What to Expect from First Meeting to Completion

    November 5, 2025

    8 min

    One of the most common things I hear from people considering a Lifetime Mortgage is, ‘It ...

  • What Does It Mean to Be a Member of the Equity Release Council?

    November 5, 2025

    8 min

    If you're researching Lifetime Mortgages, you've probably come across references to the Equity Release Council. You might ...

  • Funding Home Improvements in Retirement with a Lifetime Mortgage

    November 5, 2025

    9 min

    After decades of raising families and working full-time, many people reach retirement and finally have time to ...

  • When It Makes Sense to Clear Debts with a Lifetime Mortgage

    November 5, 2025

    8 min

    Debt in retirement can feel particularly stressful. If you're living on a fixed pension and juggling ...

  • Couple consider their retirement mortgage options

    Lifetime Mortgage vs Retirement Interest-Only Mortgages: Which is Right for You?

    November 5, 2025

    10 min

    If you're a homeowner looking to access money in retirement, you've probably come across two main options: ...

  • A Complete Guide on How to Use the Value in Your Home for Retirement

    October 15, 2025

    13 min

    Your home is likely your most valuable asset. If you're approaching retirement or already enjoying your later ...

Jane Jackson
Equity Release, Mortgage, and Protection Adviser
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