Equity Release specialist in the North East, providing solutions for financial peace of mind, now and in the future.
Later Life Money was first established in the North-East of England. With years of experience in the field of offering financial services and great knowledge of the local market, we know and love the area and its people. Our North East advisor, Steve Paterson, is an equity release specialist with decades of experience in the financial industry. Steve was born in the North East and lived in the
North for most of his life. While he’s currently based in County Durham, he also covers the whole of Teesside, Richmond, Darlington and the North East. Steve works in Age Concern UK South Shields once each week, holding a free face-to-face financial advice clinic for locals or anyone who needs help, offering advice regarding equity release, immediate needs annuities, wills & trusts. Please get in touch with us or Age Concern UK if you wish to attend this clinic or are interested in receiving more information.
Equity release refers to a range of products that let you access the equity (cash) tied up in your home if you are over the age of 55.
We ensure that any decision you make is made by yourself and best suited to your circumstances at the time of arrangement.
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Later Life Money provides simple smart advice on standard mortgages which cover the three mainstream mortgage types
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As a local company that helps the local people of the North, we’re proud to offer flexible face-to-face services, whether we visit you at your home or you visit us at our office in County Durham. Steve is happy to travel to meet your needs and preferences, but if you aren’t comfortable with this or simply prefer to communicate remotely, we can conduct Zoom meetings or use the phone as well.
Over the years, we’ve been able to help many people in the area regarding issues and problems they had with their property and equity release plans. Steve takes great interest in complex cases and has even been featured in the Sunday Telegraph for helping a northern client save their home through equity release. In 2020, we were shortlisted for Later Life Broker of the Year by Mortgage Introducer.
We pride ourselves on getting to know our clients as well as possible in order to offer the best
service. Our knowledge and love of the area can be a great common ground to work with our clients.
We can offer you equity release, immediate needs annuities, wills & trusts.
If you live near Teesside, Richmond, Darlington, or any of the areas in County Durham and the North East, please don't hesitate to contact us for more information on our products and services. For more information on these products, you can also check our Equity Release or the Other Services we offer, such as our Wills & Trusts or Financial Protection products in our Other Services section.