Resources

Resources

Fixed Rate Mortgage

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

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ISA

What is an ISA?

An ISA stands for Individual Savings Account and is a tax efficient way of investing. Every year you have the option of investing money up to a specified amount, called your ISA allowance. You are able to save this money without paying tax on your returns. The allowance limit usually changes each year, and the

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what is a gilt

What is a Gilt?

Put simply, a gilt is a Government promise – a UK Government bond. By purchasing a gilt, you are lending money to the Government, which they guarantee to pay back. Gilts can be purchased as a private individual, but they are also a common investment strategy for pension funds and investment funds. So what’s the

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NS&I

What is NS&I?

NS&I stands for National Savings and Investments and is a wholly owned Government organisation. What does that mean for you? It means that should you wish to invest in NS&I products, you will be lending money to the Government. Your money is 100% secure, so there is no risk in losing your money, so it

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protection

Protection – Have you got it right?

Protecting your loved ones is likely to be baked into your DNA. You will want to do anything you can to keep them safe and look after them. But, what happens if you’re not able to do that? That’s where protection kicks in. And that protection comes in various guises… Life protection pretty much does

Read More »
Fixed Rate Mortgage

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

Read More »
ISA

What is an ISA?

An ISA stands for Individual Savings Account and is a tax efficient way of investing. Every year you have the option of investing money up to a specified amount, called your ISA allowance. You are able to save this money without paying tax on your returns. The allowance limit usually changes each year, and the

Read More »
what is a gilt

What is a Gilt?

Put simply, a gilt is a Government promise – a UK Government bond. By purchasing a gilt, you are lending money to the Government, which they guarantee to pay back. Gilts can be purchased as a private individual, but they are also a common investment strategy for pension funds and investment funds. So what’s the

Read More »
NS&I

What is NS&I?

NS&I stands for National Savings and Investments and is a wholly owned Government organisation. What does that mean for you? It means that should you wish to invest in NS&I products, you will be lending money to the Government. Your money is 100% secure, so there is no risk in losing your money, so it

Read More »
protection

Protection – Have you got it right?

Protecting your loved ones is likely to be baked into your DNA. You will want to do anything you can to keep them safe and look after them. But, what happens if you’re not able to do that? That’s where protection kicks in. And that protection comes in various guises… Life protection pretty much does

Read More »

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-estate-planning
need-help-with-estate-planning

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.

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need-help-with-life-planning

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…