Mortgage, Equity Release, and Protection news from your Solihull-based financial advisers and planners.
Though it may sound like a thrilling way to catch fish, Spear Phishing is far from exciting—and definitely not fun. Spear phishing occurs when scammers use personal information to impersonate a legitimate business, often one you've interacted with before. Armed with details such as your name, address, date of birth, workplace, or alma mater, [...]
Did you know that recent research from Beagle Street suggests that 10 million young UK adults don’t have life insurance? Are you one of those 10 million? Among the 2,000 young adults surveyed (aged 18-40), 28% admitted they hadn't considered life insurance. 27% cited affordability as a barrier, while 20% blamed the current cost-of-living [...]
Part of our ‘stay safe and stay smart’ campaign naturally includes insurance. With the cost of living skyrocketing, we look at which insurance you really need, plus how to save money without facing expensive premiums. Income Protection Unfortunately, many people often avoid this one. The thought is very scary. Imagine losing your income due [...]
Making a will is the only way to ensure your money, property, possessions, and investments (known as your estate) go to the people and causes you care about. Let’s look at some top questions… Q: How do I value my estate? Your will should cover your whole estate, so it's a good idea to [...]
Your first step of protection? Avoid scams by always using a trusted mortgage broker Even with increased online security and tight rules and regulations, so many scams are going around. We live in a world where buying or selling a property is possible without meeting face-to-face with your conveyancer, mortgage broker, estate agent, surveyor, [...]
We’d love to hear your thoughts on this topic. Did you have enough budget in place? Anything you would have bought more or less of? Recent research says the average cost of having a child in the UK is around £223,256! That’s about £12,400 a year, or £1,030 a month. Unsurprisingly, childcare makes up [...]
All ready for the tennis this month! Do you have your racquets and balls ready to go? What about insurance? Have you thought of personal accident plans for your children? It’s not something you like to think about, but it’s on all parents’ minds. Whether it’s watching your little one save a goal, seeing [...]
Recent research from MetLife UK shows a large gap in income protection. Over half of working parents don’t have a financial plan in place if their child experiences illness or injury. The research shares that 50% of parents wouldn’t be able to survive longer than three weeks without pay if they had to take [...]
Let’s dive in. Have you considered how maternity leave could impact your mortgage? We are here to help with our key strategies and tips. You’ve got lots to plan and prepare for with the arrival of a bundle of joy. Let us take the stress out of your mortgage worries as we clear up [...]
If you’re 55+ and have been eyeing up your dream home but aren't sure how you'll be able to afford it. Equity Release could help you purchase a new home! From a fresh space to live to a holiday retreat. We delve into how to use Equity Release to buy a new property. Say [...]
