Blog

Complex incomes lead to majority of high net worth borrowers facing mortgage rejection

A lender rejecting your mortgage application can be stressful and time-consuming, and it might even mean you miss out on buying your dream home. A survey has found that most high net worth individuals aren’t securing their preferred mortgage. Read on to find out why and how a mortgage adviser could... Read more

What you need to know about taking your pension tax-free lump sum in 2024/25

Taking a tax-free lump sum from your pension could be a fantastic way to kickstart your retirement plans. If it’s something you’re thinking about, it’s important to consider the long-term implications and understand how much you could withdraw from your pension before facing a tax bill, as the... Read more

Practical Tips for Gen X

As Generation X starts to retire, research has found that many don’t feel confident about their financial future. If you’re worried about how secure your life will be once you stop working, there may be some practical steps you could take. According to a survey from Just Group, 52% of... Read more

Retirement planning: The importance of setting out your lifestyle goals

When you start thinking about the steps you need to take when retiring, your focus might be on the financial side. Yet, it’s often a good idea to start with your lifestyle aspirations. Last month, you read about the different options when deciding how you’ll retire. Now, it’s time to... Read more

6 healthy reasons to get out and about to celebrate National Walking Month

26/04/2023 National Walking Month has been celebrated by people across the world since 2007. The campaign is run by Living Streets, a charity dedicated to walking more in a world where you may rely on cars and public transport. The organisation also push for better walking environments... Read more

Testimonials

My dealings with Jennifer have always been a pleasure. She is very trustworthy, professional and very knowledgeable concerning all aspects of pensions, investments and life insurance. Jennifer took the time to ensure that I fully understood all of the commitments I was undertaking. I would certainly have no hesitation in recommending Jennifer as an IFA.

Paul Watts from Milton Keynes

I would highly recommend Jennifer for the services that she provides after having worked with her personally.
Not only is she an expert in her field, but she is very approachable and made what could have been complicated a very easy and clear process.

Sheena Shah- Solicitor Milton Keynes

CALL US NOW T: 03452 411102 T: 01908 380505

Alternatively send an email enquiry

Request a Call Back

Data protection
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. For more information on how we protect and deal with your personal information, please refer to our Privacy Notice. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.