Mortgage, Equity Release, and Protection news from your Solihull-based financial advisers and planners.
If you've ever dreamed of owning a home but felt priced out of the market, new data from Nationwide suggests the answer may simply be: you're looking in the wrong postcode. Nationwide's 2026 Local Area Affordability Report reveals a Britain of stark contrasts. Where the difference between being able to buy a home and [...]
As the days get longer and activity levels rise, summer is a natural time to take stock of your health cover. With NHS waiting lists still affecting millions of patients across England, more people are turning to private medical insurance (PMI) to access faster diagnosis and treatment. If you're considering a policy, understanding how [...]
We’ve rounded up our insights on the top reasons to update your critical illness cover, income protection, and life insurance policies. Don’t forget, we are here every step of the way. Let’s dive in! Critical Illness Cover This pays a tax-free lump sum if you're diagnosed with a specified serious illness (such as cancer, [...]
We might be using summer as a helpful prompt to get you organised, because really, all of these policy extras are very important throughout the year. However, if you are like us, summer is a great motivator to get everything sorted so you can sit back and relax. This is especially true if you [...]
Summer is just around the corner, and we are looking forward to Pimm’s in the garden. A couple of clients have asked us if they can use Later Life Lending to spruce up their alfresco dining this summer? It’s a great question! We thought you might be interested to hear as well, so we’ve [...]
After some turbulent years, the UK mortgage market is showing signs of maturity and resilience. For borrowers who plan, there are genuine opportunities. As your trusted broker, we are here to help every step of the way. We’ve researched and spoken to industry professionals to give you an update ahead of summer. So, you [...]
A note from your financial adviser First, I just want to say, if you're going through this, I'm sorry. Divorce at any age is hard. But when it happens later in life, it comes with a particular kind of weight. You've built something together over decades, and now you're facing the task of unpicking [...]
Are you looking at a private medical insurance policy? We’d love to help you streamline the process. We have access to the best deals, and we can often save you money by knowing where to look. Importantly, they will suit you personally. Not just a generic policy off the web. Let’s dive into some [...]
As a later life lending broker, one of the most meaningful conversations I have with clients isn't about mortgage rates or later life lending products, it's about what comes next. Specifically, how to plan ahead so that if care is ever needed, families aren't scrambling to find answers at a stressful time. The reality [...]
Let me be straight with you. Nobody wants to think about getting seriously ill. I don't. You don't. It's the kind of conversation we'd all rather skip over, until life forces the issue. But here's the thing: I’ve known clients who've had a cancer diagnosis, a stroke, a heart attack. Real people with mortgages, [...]
