We’re an ambitious company and have big plans for the future. We knew we needed to change and we did. We’re incredibly pleased to announce that we have a new mortgage team led by Director of Mortgages, Kevin Dunn. The team consists of Aarti Bharakhada, Matthew Lee and our most recent recruits Barbara Kidson and… Read more »
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Retirement may seem like a lifetime away for some, for others it may be within the next few years. Regardless of your age, you only get one chance to prepare for it. Making small changes today can make all the difference later in life. Last year the government brought forward the date in which they… Read more »
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…as you approach and enter retirement After reading a newspaper article recently, it struck us how easy it is for individuals to sometimes overlook things. The article was describing a very loyal pensioner who had been renewing a home insurance policy with her bank for some 17 years. Needless to say, the premium was… Read more »
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Is there a typical age when clients seek financial advice? Is it something associated with ‘older people’ because they are naturally more affluent having worked for longer and have more assets? Do the younger generation avoid getting advice? Following on from an earlier blog ‘Is there an advice gap?’ we decided to try and find… Read more »
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Buying a house can be very stressful and confusing, particularly if it is your first time purchasing a property. We hope this timeline will help guide you through each step of the process and give you an idea of what is involved. Consult a Mortgage Adviser A Mortgage Adviser will help you find out how… Read more »
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Retirement may seem like a lifetime away for some, for others it may be within the next few years. Regardless of your age, you only get one chance to prepare for it. Making small changes today can make all the difference later in life. This week the government brought forward the year in which they… Read more »
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With house prices high, it can be daunting to think of the amount of money you need to save for your first home. However, it is possible to build up savings and find a mortgage that is affordable for you. Budget It could be worth working out how much you think a suitable house… Read more »
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Three of the eight Bank of England official policy makers support the UK interest rate being raised. Although interest rates will still be held at 0.25% it implies that a higher rate may be put into place soon. Why could this affect me? If there is a rise in the base rate of interest… Read more »
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Pictured above are some of our team. We regularly ask our clients for their feedback and opinions. Something we are particularly pleased about is that we receive very positive responses and get consistently high scores across all areas. Below are some of the comments from the last quarter: ‘The advice given by Paul is clear… Read more »
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