top of page

Welcome to Simply Later Life Planning

We are experts in helping the over 55's live comfortably in their retirement.

​

​

cartoon of man smiling whilst flying a plane
cartoon of Man waving at a space rocket taking off.

Whatever financial freedom means to you in later life –taking flying lessons, helping your children, or simply supplementing your income – equity release is designed to help.

​

​Here at Simply Later Life Planning, we only offer these products. We're experts in what we do and if we don't feel it's right for you we'll be honest.

 

​Equity release or Lifetime mortgages refers to any product that allows you to unlock money from the value of your home.​

 

Entering into a lifetime mortgage (or any form of equity release) will reduce the amount of inheritance you can leave behind. It may also affect your tax position and eligibility for benefits.

Find out if an equity release mortgage is the right way to help finance your retirement.

cartoon of Lady sitting in a comfy chair looking at a laptop

Equity Release/Lifetime Mortgages: This is a lifetime mortgage. To understand the features and risks, please ask for a personalised illustration. Check that this mortgage will meet your needs if you want to move or sell your home, or you want your family to inherit it.

If you are in any doubt, seek independent advice.

A fee may be charged for mortgage advice. The exact amount will depend on your circumstances.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Equity Release Council Logo

Subscribe Form

Thanks for submitting!

01706 216606

382 Newchurch Road, Rawtenstall, BB4 7SN

​

By clicking the below icons you will depart from the regulated site of Simply Later Life Planning who are not responsible for the accuracy or the content within the non-regulated site.

  • Facebook
  • LinkedIn

Equity Release/Lifetime Mortgages: This is a lifetime mortgage. To understand the features and risks, please ask for a personalised illustration. Check that this mortgage will meet your needs if you want to move or sell your home or you want your family to inherit it. If you are in any doubt, seek independent advice.

A fee may be charged for mortgage advice. The exact amount will depend on your circumstances.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

​

James Trickett & Sons (Independent Consultancy) Ltd trading as Simply Later Life Planning an appointed representative of The Right Mortgage Limited which is authorised and regulated by the Financial Conduct Authority. James Trickett & Sons (Independent Consultancy) Ltd. Registered address: 382 Newchurch Road, Rossendale, Lancashire, BB4 7SN.

Registered in England & Wales. Company no. 02954417.

​

©2023 by Simply Later Life Planning

bottom of page