Blog

The number of buy-to-let mortgages available rises, but rates remain high

26/04/2023 The number of buy-to-let mortgages fell last year, but the figure is now on the rise. However, interest rates remain high, so it’s still vital landlords search for the right deal for them. The mini-Budget, delivered by former chancellor Kwasi Kwarteng in September 2022, led... Read more

The FTSE 100 reached an all-time high despite recession fears

26/04/2023 Despite concerns the UK will face a recession in 2023, the FTSE 100 hit a record high in February. Read on to find out what influenced the market and the valuable lesson investors can take from the news. The FTSE 100 is an index comprised of the 100 largest companies listed on the... Read more

1 in 40 homes is now worth more than £1 million and it could affect Inheritance Tax liability

26/04/2023 Demand for larger properties and rising prices mean more homes than ever are worth £1 million or more. For some, it could mean their estate is unexpectedly liable for Inheritance Tax (IHT). According to Savills, 1 in every 40 homes is now valued at £1 million or more across... Read more

4 valuable ways a financial planner can help you tackle “overwhelming” pension information

26/04/2023 Do you find pension information confusing? You’re not alone; 50% of people in the UK describe the information they receive about their pension as “overwhelming”, according to a Standard Life study. Fortunately, there are places where you can seek guidance or advice. The survey... Read more

Estate planning: Do you need to include Inheritance Tax?

26/04/2023 Inheritance Tax (IHT) can affect what you leave behind for loved ones. It’s essential you understand if it’s something you need to think about, as there could be steps you can take to reduce a potential bill. Over the last few months, you’ve read about what estate planning is and... 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

We have known Paul for many years, and like his personal approach, interest in our family, and concern for our financial affairs.

Tim from 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.