Equity Release and mortgage specialist in the South East, providing solutions for financial peace of mind, now and in the future.
Later Life Money is proud to cover the whole of the South East. Our local advisor David Tasker is based in Harpenden, St Albans, but also covers Bromley, Beckenham, Orpington and the surrounding areas. David is a local and takes great pride in being from the South East. He provides a local service for the local people, utilising years of experience in the industry and knowledge of the local area. David will do his best to get to know you in order to provide the best advice. Mutual knowledge of the area can act as a base for this understanding.
David has over 25 years of experience in the mortgage industry and a passion for equity release. It is this experience that informs his thorough approach to the process of advising his clients. His aim is always to know you as a person as opposed to a client, allowing him to offer the best advice possible.
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 offering local services, we happily offer flexible face-to-face services, visiting you at home or at a venue of your choice across the South East. David can travel to meet your needs and preferences and meet you at your premises if you want. If you don’t feel comfortable with this, however, or prefer to receive advice remotely, David can also conduct Zoom meetings or offer advice over the phone.
Over the years, David has been able to help many people around the areas in St Albans and Bromley regarding issues and problems they had with their property and equity release plans. With many years of experience in the field, David will offer you the right advice regarding the right equity release product or annuity plan suitable to your needs after going through your options with you and always with your best interest at heart.
We pride ourselves on getting to know our clients as well as possible in order to offer the best service. David's 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 Harpenden, Bromley, Beckenham, Orpington, St Albans or any of the surrounding areas in the South East, please don't hesitate to contact us. 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.