Why We Chose Simply Money Ltd To Help Us Into Retirement

  • Excellent Customer Service

  • Real Independant Advice

  • Real Life Experience

Autumn 2018 retirement beckoned, our planned downsizing-house move was stalled by a Brexit influenced property market.  Added to this the dreaded “chain effect” meant interest/offers were not converting to a proceedable sale.  Our area of choice and property type further complicated matters, as availability was in short supply and strong demand.  Restrictive changes post 2008 for the mainstream high street lenders dictated their ability to offer alternatives.  We explored Bridging and Equity release – too complex, restrictive and expensive in the long term – not for us.

Fortunately, we were introduced to Chris and the Simply Money team.  An initial exploratory discussion was followed by an in-depth financial meeting.  Within two weeks we were in a position where we had a solution that allowed us to proceed independently, our current property no longer dictating the agenda.

  • It provided us with control and flexibility over any sale and purchase.
  • It was transparent, allowing us to project forward in the short and long term, eliminating potential Estate issues.
  • It provided the opportunity to mitigate our financial commitment as cash buyer purchasers in the negotiation of our new home.

Twelve months on we are living in our destination of choice and in the house we wanted.  Our own property sale was completed and we have been able to review and reset our finances and enjoy our retirement time.

Professional to deal with, Simply Money found us the solution that as individuals we would have been unable to access.  Cannot praise them enough.  A top team.

Thanks Chris,

Malcolm & Colleen Turner