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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

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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.

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