Our Blog
Step into Spring and refresh your personal financial planning
As we slowly emerge blinking into the sunlight from winter, and, cautiously from lockdown (data permitting), there is a feeling of new beginnings all around. There’s lots of reasons to be hopeful, with light at the end of, for what has been for many, an exceptionally...
Don’t underestimate the value of financial advice
Throughout our lives, it is highly likely we will need to take financial decisions that can have a major impact on our wealth, such as taking out the right pension plan, or investing wisely for the future. Over the years, research has produced some interesting...
Working from home: what options do homeowners have for improvements, and maintaining work/life balance
Are we working from home? Or living at work? With so many of us struggling to find the right balance, we took a look at how you can manage your working life, and set up your home to maximise productivity and relaxation. A few weeks ago, we attended the Mortgage and...
Be a Superhero! (And make sure that your loved ones are looked after this Mother’s Day)
Nowadays, more than ever, it is important to show our loved ones just how much we appreciate them. On Mother’s Day this year, as we reflect on the last 12 months, you may wish to show your appreciation and demonstrate your love and affection for your Mum, Grandma,...
Preparing emotionally for retirement
You’ve retired from work, you’ve waved a cheerful goodbye to your colleagues and you’re ready for the rest and relaxation you so rightly deserve. It’s exciting! For a couple of weeks. Then the doubt sets in. What will you do with your life, you might find yourself...
How do I prove my income for a mortgage?
With Covid-19 rules changing almost daily, extensions to furloughs and local and national lockdowns many are facing money worries this winter. If you’re trying to get a mortgage and want to push your property transaction through before the Stamp Duty holiday ends, how...
How to maximise your allowances to mitigate your tax before 5th April
Even if you’re on countdown waiting for lockdown restrictions to ease, there’s another deadline looming that should not be forgotten. The end of the current financial year on 5th April 2021 is approaching fast. Spend a little time now on an end of tax year action plan...
Valentine’s Day Blog
14 reminders this Valentine’s Day to make sure your loved ones remain protected when your circumstances change Love is all around this Valentine’s Day and we’re here to remind you that it’s important to make sure your loved ones are always protected, year round....
Get to know your SVR
As a nation, we aren’t great with our financial acronyms and terminology. Life is busy and our heads are often full of important things to get done to make it through the week, without having to worry whether we know our LTV from our ERC! You’re certainly not alone if...
Do you have ‘cash in the attic’?
Wherever you go, you’d be hard pressed to find a house without at least a little bit of clutter. From the kids’ old teddies (well, they might want Ed the Ted for their own children, you see) to receipts from the 1980s (they might take it back after 40 years), attics...
