Secure More from
Life’s Next Chapter
Too many people spend their later years worrying about money, delaying dreams, or missing out on helping family. At LifeStorey Financial Planning, we help you unlock the value in your home so you can write the next chapter on your terms.
Put your freedom in your hands
Imagine funding travel adventures, supporting your children and grandchildren while you can share in their happiness, clearing debts, safeguarding against care costs, and - above all - enjoying greater financial freedom.
Why consider Equity Release?
Releasing equity is not something that most of us come across every day, and it can be difficult to understand how powerful a tool it can be. Why should you consider using this tool?
1
Support loved ones in your lifetime, seeing the difference you make first-hand.
2
Travel more, experience more - without financial worry in retirement.
3
Clear outstanding debts for peace of mind and security.
4
Build a buffer for unexpected expenses or care fees.
5
Enjoy your hard-earned wealth now.
LifeStorey’s Trusted Process
LifeStorey Financial Planning is here to guide you expertly and compassionately through every step, putting you and your family’s interests at the centre.
Discovery Call
Friendly, obligation-free chat to understand your needs and answer questions.
Personalised Fact-Finding
Full review of your goals, finances, and wellbeing - with attention to any vulnerabilities - so we can recommend what’s truly right for you.
Exploration of Options
We look at alternatives like downsizing or traditional mortgages, ensuring equity release is only suggested when it’s really the best fit.
Clear Recommendations
You’ll receive a straightforward comparison of the best later life lending products. We explain fees, features, and potential impacts - no jargon, no pressure.
Your Suitability Report
Every detail is documented, including how it protects your inheritance wishes and impacts your benefits or entitlement.
Presentation
We'll meet to answer your questions and show you “what-if” scenarios for total clarity. Your choice - no rush, no obligation. We encourage family to join, so everyone is informed and supported.
Application & Aftercare
If you choose to proceed, we handle all the paperwork with care. You'll have ongoing support, with regular updates and the option for future reviews as life changes.