Blog

Millions of fixed-rate mortgages are ending. Discover 6 practical steps you can take now

15/02/23 Over the last year, interest rates have increased from historic lows. Fixed-rate mortgage payers that have been shielded from the rises so far could find their outgoings rise if their deal ends in 2023. The Bank of England increased its base interest rate several times over the... Read more

Identity theft: Discover 5 useful tips to protect yourself as cases double

15/02/23 A survey from Nationwide suggests that many people aren’t being as diligent at guarding their personal information as they should be, despite the number of identity theft cases doubling between 2021 and 2022. The poll found that 11% of women and 23% of men have had their... Read more

Is your mindset holding you back from enjoying your retirement? Financial planning could help

15/02/23 When you think about retirement planning, what challenges come to mind? While ensuring you have enough saved and that you don’t run out of money are common concerns, there is one you may have overlooked: changing from a saving to a spending mindset. To secure your retirement, putting... Read more

Estate planning: How to understand the value of your assets and estate

15/02/23 When you’re deciding how to pass on assets and who you want them to go to, understanding their value, and how this might change, is crucial. Last month, you read about why estate planning should be part of your overall financial and life plan. Now, read on to discover why... Read more

5 exciting businesses that could change the world for the better

03/11/22 When you read the news headlines, it can seem like it’s all doom and gloom. But some businesses are leading the way and could change the world for the better. From well-known brands changing how sectors operate to innovative start-ups, here are just five businesses that are tackling... Read more

Testimonials

Paul really knows his stuff and has opened my eyes to a few products recently, such as relevant life policies, which offer tax benefits to company owners. He is a great guy and I wouldn't hesitate to recommend him to my clients.

Keith from Towcester

Thank you for everything you did for us (Sam). It is a huge relief that we can now move on and start a new life in an amazing new home.

Allan and Sherry 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.