Resources
Resources

Should I re-mortgage?
Are you considering a re-mortgage and wondering if it’s a good idea? It’s a common question we get asked, so let’s explore that in more detail… Firstly, what is a re-mortgage? Actually, it can mean two things – looking at if there are better interest rates available when an existing mortgage product comes to an

Child Trust Fund or Junior ISA – What Next?
Does your child have a Child Trust Fund or Junior ISA nearing maturity? What does that mean, and what are next steps?
Firstly, let’s look at what both of these products are…

Budget 2021 – Headlines
We are not going to cover everything that the Chancellor announced as there are plenty of articles on the details.

Should I pay into my employer’s pension?
Whenever we are asked “Should I pay into my employer’s pension”, the answer is always an enthusiastic “Yes!”

Are you making the most of your tax allowances?
The tax year of 2020/2021 was not quite what any of us expected. You are bound to have faced some financial challenges during the year, and if you are a business owner, you will have tackled a lot of paperwork!

What is a Fixed Rate Mortgage?
A fixed rate mortgage pretty much does what it says on the tin – you are locked into an interest rate for a specified period of time. The common duration is anything between two and five years, although it is possible to get longer periods of up to fifteen years. Why would you want a

Should I re-mortgage?
Are you considering a re-mortgage and wondering if it’s a good idea? It’s a common question we get asked, so let’s explore that in more detail… Firstly, what is a re-mortgage? Actually, it can mean two things – looking at if there are better interest rates available when an existing mortgage product comes to an

Child Trust Fund or Junior ISA – What Next?
Does your child have a Child Trust Fund or Junior ISA nearing maturity? What does that mean, and what are next steps?
Firstly, let’s look at what both of these products are…

Budget 2021 – Headlines
We are not going to cover everything that the Chancellor announced as there are plenty of articles on the details.

Should I pay into my employer’s pension?
Whenever we are asked “Should I pay into my employer’s pension”, the answer is always an enthusiastic “Yes!”

Are you making the most of your tax allowances?
The tax year of 2020/2021 was not quite what any of us expected. You are bound to have faced some financial challenges during the year, and if you are a business owner, you will have tackled a lot of paperwork!

What is a Fixed Rate Mortgage?
A fixed rate mortgage pretty much does what it says on the tin – you are locked into an interest rate for a specified period of time. The common duration is anything between two and five years, although it is possible to get longer periods of up to fifteen years. Why would you want a

If you would like to learn more about how we can help you, give us a call on 01344 875 310 and let’s arrange a chat.



Need help with updating your Will, or setting up a Trust or Lasting Power of Attorney?
Maybe you need some support with handling probate? Or you have a loved one faced with long term care?
We can help.



Instead of building dreams, we want you to build memories. We’ll help you to turn your dreams into reality.
Create that bucket list, and let’s talk about how you can start ticking off your list…