John: Equity release advice

I first started working with Globe in January/February of 2019. The financial problem that we had as a family is that we've got a very large Victorian house, and therefore we would have problems with inheritance tax. And so to try and limit this as much as possible, through meeting Globe and James Male, I decided then to go into equity release.

James, and Globe as an operation, are streets ahead of the competition, which I saw previously. James' advice really has helped and taken a lot of pressure off my daughters. Working with Globe and James the last eight months really has just proved that there are professionals out there. Globe know what they're all talking about and make you feel at ease.

Transcript

I first started working with Globe in January/February of 2019. The financial problem that we had as a family is that we’ve got a very large Victorian house, and therefore we would have problems with inheritance tax. And so to try and limit this as much as possible, through meeting Globe and James Male, I decided then to go into equity release.

I’d found several people that knew about equity release and met them. I went through them; wasn’t terribly satisfied, and through contacts within our local area, I was introduced to James.

Through one hour’s meeting, I decided that it was a one-shot, one phone number base that I can contact, my wife could contact and my daughters can contact, whether it be now or in the future.

James, and Globe as an operation, are streets ahead of the competition, which I saw previously. James’ advice really has helped and taken a lot of pressure off my daughters. Working with Globe and James the last eight months really has just proved that there are professionals out there. Globe know what they’re all talking about and make you feel at ease.

Next story

Peter Maple

I’ve been working with Globe for some decades. I’ve worked with Garry for a very long time but I’ve always found the support from other members of staff; be it specific advice in particular areas such as mortgages, or replacement mortgages, and certainly the back-office support I think is excellent. The sorts of problems that Globe have helped me with have been the full range of individual and family finances from mortgages and life assurance through investments and even estate planning and help will-writing and getting all the detail right.

Read more