Reviewed for

Mortgages ( 3 )

Equity Release ( 7 )

Retirement income (annuities, drawdown) ( 6 )

Financial Planning ( 3 )

Financial Coaching ( 1 )

Reviewers' assets

£100k - £200k ( 1 )

£50k - 100k ( 1 )

Up to £50k ( 5 )

Client reviews

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Medical requirements, improving and simplifying our property, to improve standard of living in later years.

How has Kevin Woods helped you?

Investigated needs and convinced us to not draw the full amount at the outset.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind, we were well advised

Kevin's reply

Thank you for your kind review and we are pleased you have been happy with the service we provided for you. Should you need our assistance in the future we would be more than happy to help you again. All the best.

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Equity release

How has Kevin Woods helped you?

Sold us the product and saw it through to a conclusion Easy to contact and dealt with any issues promptly

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Kevin could have had better support and communication from the company he had to go through. We started the process in October, which wasn’t completed until March. The other company didn’t keep us informed, no communication at all, if it wasn’t for Kevin, we would probably still be waiting.

Kevin's reply

Thank you for your positive review of the service that Kevin provided for you. I am pleased that you were satisfied with the part that Kevin played in the release of your equity. Should you need our services in the future we will be more than happy to support you. All the best.

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Dunbartonshire

What were the circumstances that caused you to initially look for an adviser?

Required Equity release

How has Kevin Woods helped you?

Advice asked for was received, acted upon and desired result achieved

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

For some reason, on this occasion, I was asked for,and had to provide much more information than ever in the past, and I did wander why a lot of it was necessary.

Kevin's reply

Thank you for our very supportive review and we are pleased that all has gone well and you received the outcome you expected.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I realised my savings were dwindling and thought equity release was a good idea

How has Kevin Woods helped you?

By explaining in depth how an equity release works and if it would work for me. He asked about my income, age, savings etc and I decided that I would like to go ahead with equity release. He kept me informed all along and occasionally I requested more information about certain aspects and he kept me fully informed and gave me regular progress reports.

Have you seen the outcome you were hoping for?

Yes, all has satisfactory.

What could they have done better?

In my opinion there is nothing he could have done more

Kevin's reply

Thank you for your very supportive review and we are so pleased that everything has turned out for you so well.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Desperation

How has Kevin Woods helped you?

Being understanding

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Kevin's reply

Thank you for your most positive review and we are so pleased you have been happy with the service we have provided for you. We hope that you achieve all that you have planned for and we are here to help in the future should you need any further assistance. All the best.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

We were recommended Kevin by a friend for a Life Long mortgage

How has Kevin Woods helped you?

He has arranged a mortgage for us.

Have you seen the outcome you were hoping for?

Yes we are very happy

What could they have done better?

More information initially about other providers.

Kevin's reply

Hello and thank you for your lovely review and I am so pleased you have been happy with the service we have provided for you and happy to recommend to others. All the best.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Sussex

What were the circumstances that caused you to initially look for an adviser?

Equity release advice

How has Kevin Woods helped you?

Yes. Polite. Professional and friendly

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Kevin's reply

Thank you for your very supportive review and we are pleased that you have been so happy with the service provided for you.

First impression from a user who is not yet a client

December, 2023

Overall

Please provide a brief comment about your experience with Kevin

I am very pleased with Kevin my Financial advisor. He knows his business well. I find Kevin to be a sincere man. Kind friendly and very professional. Tries to help you with the enquiry and best he can, as fast as possible to help speed things along the best he can.

Kevin's reply

Thank you for your review and we are so pleased to hear that you were so happy with the approach and service that Kevin has provided for you so far. We work hard to make sure that the needs of our clients are satisfied and thrilled that you have found everything so helpful.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

The requirement from my existing mortgage provider to clear my outstanding interest only mortgage which had come to the end of its term.

How has Kevin Woods helped you?

By considering all options open to me and finally recommending equity release

Have you seen the outcome you were hoping for?

Absolutely. I had anticipated that the process would take considerably longer but from the initial meeting with Kevin, to full completion took a little over 4 weeks

What could they have done better?

Nothing

Kevin's reply

Thank you for your lovely review - we are thrilled that it all completed so quickly for you and that you have been happy with the service we provided for you. Should you need our help again in the future we are always here to help in whatever way we can. All the best Kevin Woods and Samantha Hawnt

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I wanted to do equity release and was put on to kevin

How has Kevin Woods helped you?

Kevin has been a great help to my wife and myself doing equity release he provides a clear plan and and gets every thing on paper ,you get a clear and easy to understand booklet a d also does home visits in which he goes through everything with you ,he makes everything easy to understand

Have you seen the outcome you were hoping for?

Yes we have every thing now completed we arevery happy with the outcome I would have no problem recommending Kevin to any one who needed his services,

What could they have done better?

I don't think anything could have been done better

Kevin's reply

Thank you for your positive review and we are thrilled that you have been so happy with the service provided for you. Should you ever need our assistance in the future we are always happy to help. Best wishes to you all from Kevin and Samantha

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Lack of income to live on.

How has Kevin Woods helped you?

Following a very comprehensive interview, came up with an excellent solution.

Have you seen the outcome you were hoping for?

Very much so.

What could they have done better?

Nothing

Kevin's reply

Thank you for your most positive of reviews. We are thrilled that it only took 12 working days for your plan to complete and that you were happy with all aspects of the service offered to you. We are always happy to help should you ever need our assistance again in the future. All the best from Kevin Woods

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I needed help with obtaining an Equity Release Mortgage after my wife died.

How has Kevin Woods helped you?

Kevin, not only advised me about the different products on the market, but managed to get me an Equity Release Mortgage, which has now just been completed.

Have you seen the outcome you were hoping for?

Yes, thanks to Kevin.

What could they have done better?

Nothing, everything was perfect.

Kevin's reply

Thank you for your very positive review and we are so pleased you were happy with the service we offered you. We are always here should you need us again in the future. Best wishes to you all.

First impression from a user who is not yet a client

October, 2023

Overall

Please provide a brief comment about your experience with Kevin

I wanted advice on a Lifetime Mortgage and was glad that I approached Kevin as he couldn't have been more helpful. The whole process didn't take very long and I received the money in just a few weeks. I would recommend him to anyone wanting advice on equity release.

First impression from a user who is not yet a client

October, 2023

Overall

Please provide a brief comment about your experience with Kevin

Kevin was very pleasant and explain everything clearly

Kevin's reply

Thank you for your lovely review and we are pleased everything went well for you.

First impression from a user who is not yet a client

September, 2023

Overall

Please provide a brief comment about your experience with Kevin

Very thorough and timely. Would definitely recommend to friends and family. Nothing too much trouble and all explained extremely well. Thank you.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

We wanted advice on what was the best financial option for us

How has Kevin Woods helped you?

By finding the best option for us

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Kevin's reply

Thank you for such a positive review and we are so pleased you have been happy with the service we provided for you.

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

We had certain ideas that wecwanted to implement and a very good friend recommended Kevin

How has Kevin Woods helped you?

Talked us through the whole process, ensuring that we fully understood everything and that the product was right for us.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Cannot think of anything they could have improved on.

First impression from a user who is not yet a client

June, 2023

Overall

Please provide a brief comment about your experience with Kevin

Kevin was extremely friendly, helpful and professional. At no time were we under any pressure to accept his advice, and we were kept updated throughout the process.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

When our parents decided to do some house renovation, they considered a number of different options to provide some finances to support this. With their particular circumstances, and at their age, Equity Release worked best for them and also enabled them to achieve their overall estate planning goals. Kevin Woods was recommended to us by our financial advisor who had had excellent experience of working with him previously.

How has Kevin Woods helped you?

Working with Kevin and Samantha has been such a positive experience. They were approachable and completely professional throughout the whole process. They were not at all fazed by any of the hurdles we faced along the way in securing the right ER product, especially in the current volatile economic climate. Their persistence and commitment to finding our parents the best deal and helping us work through the challenges was invaluable. They were so easy to work with, communicated and responded rapidly to requests and kept us up to date at each stage of the process. With their support we got final sign off for the equity release with the opportunity for further draw down. But even that aspect came with its own difficulties from the Equity Release company, but once again Kevin and Samantha showed both their exceptional Professionalism, their commitment to ensuring that we as clients achieved our aim, and an acute awareness of when they needed to apply an extra level of help – even without us asking.

Have you seen the outcome you were hoping for?

With their help and support a successful outcome all round, was achieved. Our huge thanks to Kevin & Samantha at Laterlivingnow! We would highly recommend them to anyone.

What could they have done better?

Kevin and Samantha worked very hard to get us what we wanted, there was very little more they could have done.

Kevin's reply

Thank you for your review Melanie and we are so pleased to have helped you so well throughout this journey. It was also a pleasure to be able to assist and so lovely for us to see our clients move forward with their life plans once their funds have been released. Should you need our help in the future we will always be happy to assist.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Middlesex

What were the circumstances that caused you to initially look for an adviser?

Needed to release money from house for dental surgery

How has Kevin Woods helped you?

He advised on which type of equity release suited my needs, instructed me on all the elements I’d need to provide, sourced the right company to provide the money, filled in all the application forms, advised me on the legal firm that would be best suited and communicated everything clearly on Teams meetings.

Have you seen the outcome you were hoping for?

Yes, the money is now in my account

What could they have done better?

Nothing

Kevin's reply

Thank you so much for your lovely review and it was good to talk with you earlier today to hear in person how happy you have been. All the best with your plans and we are here for you in the future should you need our services again.

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

The need to do some home improvements and also to help my grandchildren.

How has Kevin Woods helped you?

Kevin provided a high level of professionalism and expertise. He was helpful and clear and true to his word. He did not give empty promises and if he said he was going to do something, he did it. He tried very hard to process my application as quickly as he possibly could but never promised what he couldn’t deliver. I was really very impressed.

Have you seen the outcome you were hoping for?

Yes , the outcome is as I hoped for .

What could they have done better?

I do not know.

Kevin's reply

Thank you for your positive and helpful feedback. We are pleased to hear that you have been so happy with the whole process and that you have felt so comfortable communicating with us on all matters.

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

We wanted to clear our existing balance on our mortgage which was coming to an end but was not ready to downsize

How has Kevin Woods helped you?

Kevin secured the best equity release for our needs

Have you seen the outcome you were hoping for?

Yes,completion has taken place,leaving us to have time to decide if and when we want to move

What could they have done better?

Nothing really,the whole process was completed in a realistic timeframe

Kevin's reply

Thank you for such a fantastic review and we are thrilled that the service we provided for you was so well received. We always try to provide the best service possible and so happy to hear that we have been able to meet your needs.

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I needed to raise some money from my property

How has Kevin Woods helped you?

Kevin was very calm and collected in all his communications, either in the phone, via Zoom or in person. He worked so efficiently and kept me informed with all new developments and let me know what I had to do to help move the case forward. Kevin is a very kind and friendly advisor and you really do feel as if he is working to find the best possible outcome for you. I would definitely recommend him to anyone who was looking for an equity release specialist

Have you seen the outcome you were hoping for?

The outcome of the activities was even better than I expected

What could they have done better?

I can't see any way they could've done better. Everything was excellent.

Kevin's reply

It is lovely to hear that the whole process was even better then you had expected! We are so pleased to have been able to help you and should you need our services in the future we are always happy to help.

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I had an interest only mortgage which was due to be repaid in the near future

How has Kevin Woods helped you?

I would give Kevin a 10/10 across the board! He was kind, empathetic and I felt I was in trusted hands. I had gone to a couple of other equity release advisors before I found Kevin but felt that they were really pushy - Kevin wasn’t like that at all. I expressed my concerns to him and he explained how it all worked and what was involved in simplistic terms that I could understand. I asked to see him face to face as for me it’s important to read someone’s body language and he immediately put me at ease. I cannot fault his service at all. He couldn’t have done anything any better – he was fantastic!

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing as everything was taken care of with him

Kevin's reply

Thank you for your most positive feedback and we are so happy that our services have helped you and that you felt so comfortable working with us. It really helps is to know what we do well and are grateful for you sharing your thoughts with us.