Case Study
Mr and Mrs Caldicott*, Surrey
Mr and Mrs Caldicott, 82 and 77 respectively, moved back to the UK after spending a number of years living abroad. When they arrived in the UK the couple didn’t have a property to move into and so had to live in hotels. Understandably, the Caldicotts wanted to buy and move into a property as soon as possible. They swiftly found a house for £136,500 on which Retirement Plus released the maximum available to them of £71,621 – effectively helping them to buy their new home.
Fast response saves money
Retirement Plus understood the importance of a speedy transaction for the couple and turned around the deal in less than five weeks – half the time it usually takes to complete normal equity release transactions. Mr and Mrs Caldicott were delighted to able to move into their new home faster than expected, further reducing their hotel and furniture storage costs – a win, win situation for them.
Their broker says
“We told Retirement Plus that the Caldicotts needed to move quickly and they really pulled out all the stops to ensure they did. We had a tremendous level of customer service; there are a lot of companies who should follow Retirement Plus’ lead.”
Kathy Tedstone, Helen Brown Financial Services