Mortgage, Equity Release, and Protection news from your Solihull-based financial advisers and planners.
If you're planning to buy property in England or Northern Ireland, there’s some big news you should know about. As of April 1, 2025, the temporary Stamp Duty relief introduced back in 2022 has officially ended, and several major changes are now in effect. For a while, buyers enjoyed higher tax-free thresholds, which made [...]
Following on from our last article, did you know that critical illness insurance can provide an extra security net? As we previously mentioned, waiting times for elective surgery within the NHS have significantly worsened in recent years. COVID-19 had a deep and lasting impact on access to care. NHS England alone recorded over 7.5 [...]
Did you know private health insurance can provide an essential safety net? You’ll be able to access treatment faster, bypassing waiting lists. One monthly fee or an annual payment will reduce financial stress by covering the high costs of surgery, diagnostics, and hospital care. And you’ll have the choice of specialists and hospitals to [...]
As you approach the ‘Golden Years’, are you considering whether to stay at home or move into care? Can you afford to do this without selling your home? Equity release for home improvements or aged care is a popular choice for many older homeowners as they look for ways to stay at home for [...]
Do you hold one of the fixed rate COVID-era mortgages coming to an end this year? Unfortunately, the rate has risen significantly since then. We can’t offer generalised advice without understanding your situation in detail. So contact us for personalised help. Remember, we are here to help. We’ve seen it all before, and our [...]
Summer’s here—time for garden BBQs, beach escapes, and maybe even a cheeky weekend in the Cotswolds. But while you’re soaking up the sunshine, have you thought about the financial safety nets that help keep life running smoothly, no matter what? If you want true peace of mind this summer (and beyond), it’s worth making [...]
General insurance—whether it’s for your car, home, travel, or health—is a crucial financial safety net. But buying the wrong policy or overlooking key details can leave you underprotected when it matters most. To help you make a smart, informed decision, here are the top five common mistakes to avoid when purchasing general insurance. Of [...]
Using equity release to fund a garden renovation or a dream holiday can be a smart move if done wisely. Here’s a practical guide on how it works, the pros and cons, and what to keep in mind. Get in touch with us to create a detailed plan of what you can get and [...]
Did you know that the summer months typically see an increase in home sales? We thought we’d put together this quick article to help you find out how to get a mortgage that works best for you. But don’t forget, to ensure your summertime home purchase is a successful one, chat directly with us [...]
New research shows that people over the age of 55 are increasingly choosing to release equity in their homes to release funds for purchases like luxury holidays. We are seeing equity release loans taken out in the UK more than doubled during a ten-year period. Are you looking to take the holiday of a [...]
