Later Life Money Limited - Rotherham

Address: 27 Bridgegate, Rotherham S60 1SN, United Kingdom.
Phone: 3303830038.
Website: laterlife-money.co.uk
Specialties: Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet.
Opinions: This company has 27 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Later Life Money Limited

☎️3303830038

⏰ Open Hours of Later Life Money Limited

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Okay, here’s a comprehensive overview of Later Life Money Limited, formatted as requested and emphasizing key information for potential clients:

Later Life Money Limited: A Trusted Financial Consultant for Retirement

For individuals approaching or in retirement, securing their financial future is paramount. Later Life Money Limited, located at Address: 27 Bridgegate, Rotherham S60 1SN, United Kingdom, and reachable at Phone: 3303830038, is a highly regarded financial consultant dedicated to providing personalized guidance and support during this crucial life stage. Their website, Website: laterlife-money.co.uk, serves as a central hub for information and resources.

About Later Life Money Limited

Later Life Money Limited distinguishes itself through a commitment to understanding the unique challenges and opportunities faced by retirees. They specialize in helping clients navigate complex areas such as:

Pension Planning: Maximizing pension income and ensuring efficient drawdown strategies.
Equity Release: Providing impartial advice on accessing the equity in your home to supplement retirement income.
Income Planning: Creating sustainable income streams to meet ongoing expenses.
Estate Planning: Reviewing and optimizing estate planning to safeguard assets and ensure a smooth transfer to future generations.

The company operates with a client-centric approach, prioritizing clear communication and transparency. They take the time to thoroughly assess each individual’s circumstances, goals, and risk tolerance before recommending tailored solutions.

Key Features & Accessibility

Later Life Money Limited is committed to accessibility and convenience. Their location in Rotherham offers a welcoming and professional environment. Furthermore, they’ve invested in creating a comfortable experience for all clients:

Wheelchair-accessible car park
Wheelchair-accessible toilet
Toilet facilities

Client Feedback & Reputation

The company boasts an impressive average opinion of 5/5 based on 27 reviews on Google My Business. This overwhelmingly positive feedback underscores their dedication to client satisfaction and expert advice. Clients consistently praise their professionalism, empathy, and clear explanations of complex financial concepts.

Contacting Later Life Money Limited

To learn more about how Later Life Money Limited can assist you with your retirement planning needs, we strongly recommend visiting their website: laterlife-money.co.uk. You can also contact them directly by phone at 3303830038. Taking the first step towards a secure and fulfilling retirement is easier than you might think – allow the experts at Later Life Money Limited to guide you.

We believe that professional financial advice combined with a commitment to accessibility makes Later Life Money Limited an excellent resource for those seeking to plan their future with confidence.

👍 Reviews of Later Life Money Limited

Mira C.

5/5

Equity Release has been an area that has been receiving attention in the media for a number of years. It is a decision that requires a conversation with an expert as it affects your home and the inheritance of your family. The conversation and the
decision is not the same as choosing your motor or home insurance or indeed your travel insurance!!!! In the circumstances, although advertisements in the media alert you to the availability of Equity Release, it is advisable to be recommended by professionals in the financial arena. This is how I came to be recommended to Steve of Later Life Money. The conversations that I had with him, considered all aspects of the situation and it was decided that Equity Release would be the best solution. There were some 4 conversations over a period of 2 weeks. This allowed me to give consideration to the matter and to discuss any queries that I may have in our next conversation. I saw that benefit of Equity Release as the best solution.
Steve has been an expert in this area of finance for a considerable period of time and he was able to progress my application with ease and certainty. He was in contact with me at every stage of the process and always ready to answer any queries, promptly. It is critical to have the reassurance that a major financial transaction is being dealt with in an expert manner and that is why I have no hesitation in recommending Later Life Money.

Susan D.

5/5

Steve Paterson at Later Life Money Ltd, was recommended to us by a mortgage broker who couldn't help us with mainstream mortgage lenders.
I am so glad we spoke with him, because it took just two months to complete on the perfect option for us and our future in the house we love is now secured.
From the very first phone call to the last, Steve has been so calm and reassuring, listened to what we felt we needed, and didn't mind how many questions I asked, and answered every one professionally, and in great detail.
There was no pressure whatsoever, and he made absolutely sure that we knew everything we possibly could for us to make an informed decision.
Lifetime mortgages and equity release had very bad press years ago so I must admit, we were hesitant before we started, but the products have changed and offer much more flexibilty and security to the borrower than before.
I would not hesitate to recommend Steve to anyone in later life who needed greater options.
Thank you Steve and Callum.

john C.

5/5

Regarding Steve, he always gave us endless time to discuss our needs, explaining things in great detail which is invaluable to the layman. Extremely thorough and trustworthy. I have been in business 40 years myself in the art world which is a far cry from finance. Steve was recommended to us and I wouldn't deal with anyone else.
John Campbell

Ron L.

5/5

The service we received from Steve and Callum was excellent. We had a lower than hoped valuation figure but despite this Steve found us a really good deal. Steve visited to discuss our needs and was very professional and friendly and put us at ease. He explained everything very clearly. The whole process took about 6 weeks. We have nothing but praise for Steve and Callum and would definitely recommend Later Life Money Limited.
.

Rosalind W.

5/5

Cannot thank Steve (Paterson) of Later Life Morley enough for everything he did to steer us through the minefield that is equity release. His knowledge and expertise is second to none, and, he and his colleague Callum both worked hard on our behalf to make sure things ran smoothly for us, communicating on almost a daily basis to make sure we knew exactly where we were in the process. We have no hesitation in recommending Steve and Callum at Later Life Money to anyone seeking to release equity. A top class company who go above and beyond for their clients.

Roger C.

5/5

Professional and efficient. Steve and Callum handled everything for the Mortgage in the most efficent manner anyone could ask for. Kept us updated at every stage and we can't thank them enough

Peter N.

5/5

Steve Patterson went the extra mile for us. He is also warm and personable.
I thoroughly recommend him

Don R.

5/5

We recently used the highly professional skills of Later Life Money Limited. Their care, understanding, attention to detail and the variety of options provided was of the highest quality. We would have no hesitation in recommending their services.

Don