Cheryl Carter
28 Feb 2026MB Associates Ltd - Cheam, proved to be an invaluable resource and a pleasure to engage with. Our 95-year-old father and 86-year-old mother, both of whom are wheelchair dependent, are resolute in their desire to remain in their home. Initially, they expressed significant anxiety regarding the introduction of a live-in carer; however, we were able to find an exceptional carer whom they wish to retain indefinitely. Regrettably, the financial burden of care services is considerable, prompting our parents to conclude that the only viable solution to secure their carer's services was to release capital from their property. Peggy Falconer at MB Associates Ltd, came highly recommended by a trusted friend. Accordingly, our parents requested a home visit and asked for my sister and I, to be present. Steve Dale, who is their later life mortgage specialist, demonstrated an exemplary level of professionalism, empathy, patience, support and care throughout the discussion, clearly elucidating the process involved in obtaining this type of mortgage. Upon receiving our parents’ approval to proceed, a property survey was conducted by the lender, and an independent solicitor arranged a home visit to discuss the legal implications with our parents. This meeting also included my sister. The entire process was executed smoothly, with all parties involved displaying a duty of care, courtesy, politeness, and a commitment to providing assistance from start to finish. We extend our sincere gratitude to Peggy and Steve for their support and guidance.








Social Media
Follow MB Associates Ltd - Cheam on social media for updates and insights.