News

Mortgage, Equity Release, and Protection news from your Solihull-based financial advisers and planners.

Expect the unexpected: Critical Illness Protection for the whole family

By |2025-04-10T11:45:15+00:00April 10th, 2025|Income Protection, News, Protection|

Trigger warning: losing a child, stillbirth Did you know Critical Illness Protection is important for the whole family? Not just the main earner? For example, we consider one heartbreaking example of why you should have a Critical Illness Policy in place for everyone in the family… Losing a child is a devastating tragedy with [...]

Recently divorced or separated? Is your insurance up to date?

By |2025-04-10T11:43:20+00:00April 10th, 2025|General Insurance, Income Protection, News, Protection|

If you're going through a divorce or separation, updating your insurance policies is a necessary step. We understand it must be a hard time, full of emotions. Let us take the pain out of your insurance needs. If you’d like to take a read through the following and see what applies, give us a [...]

Why a specialist can save your mortgage

By |2025-04-10T11:42:05+00:00April 10th, 2025|Mortgages, News|

Is it time to see a specialist? In our post-pandemic world, we are seeing lots of changes for the needs of borrowers! Do you need specialist help? Reach out, and we’ll help you get organised and secure your new mortgage! For those still benefiting from low mortgage rates, many homeowners have chosen to take [...]

Is equity release available for the self-employed?

By |2025-03-10T11:42:20+00:00March 10th, 2025|Equity Release, News|

Are you self-employed, retired, or unemployed and looking for equity release? Are you wondering if you are eligible? The short answer is yes! As you will need an advisor for equity release, we can go through all the details. Depending on your situation, it may get a little complicated. But we are here to [...]

Why income protection & critical illness protection are extra important for the self-employed

By |2025-03-10T11:40:09+00:00March 10th, 2025|Income Protection, News|

If you're self-employed in the UK, income protection and critical illness cover are extra critical. You don’t have the safety nets that employees do. Like statutory sick pay (SSP), employer sick leave, or workplace health benefits. But of course, no matter your employment status, income protection and critical illness cover add extra support when [...]

Do you need extra building and content insurance policies in place if you work from home?

By |2025-03-10T11:36:00+00:00March 10th, 2025|General Insurance, News|

Maybe you've spent a bit of time putting together your business. Now everything is going well, you wouldn't want something unexpected to get in the way? This is where insurance can help. Of course, we are big believers in setting up these support systems. If you’re self-employed in the UK, building and contents insurance [...]

Can I get a mortgage if I’m self-employed? Plus other commonly asked employment questions…

By |2025-03-04T16:38:54+00:00March 4th, 2025|Mortgages, News|

Work habits in the UK continue to evolve and change. And so, the mortgage industry is addressing concerns from the self-employed. Guess what? Did you know you can get a mortgage if you are self-employed? You may just need to get some extra steps in place. But we are here to help and get [...]

Selling this spring? Top tips to get your house ready for sale!

By |2025-02-06T09:53:54+00:00February 6th, 2025|Mortgages, News|

Here are some top tips to prepare your house for sale this spring: Firstly, let’s ask, how does your house look from the street? First impressions are so important when it comes to selling your home. Does the garden need work? The hedges trimmed? Or grass mowed? Either pull out your gardening gloves or [...]

What insurance do you need to buy a home?

By |2025-02-06T09:50:18+00:00February 6th, 2025|General Insurance, News|

Are you buying a home in 2025? You’ve sorted out your finances, found the perfect home to buy, and now all you need to do is move in? Don’t forget insurance as the last step! We are here to help — call us today to get all your insurance in order before you commit [...]

Can I use equity release to buy a new home?

By |2025-02-06T09:43:38+00:00February 6th, 2025|Equity Release, News|

Whether you are looking to purchase a new home to move into or purchase a property for a family member, we can explore your equity release options to see if it’s affordable for you. Did you know you could release equity to buy another property? Contact us via email or phone to get started, [...]

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