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What is cashflow modelling?

“In this world nothing can be said to be certain, except death and taxes.” Financial planning is all about preparing for those things that may not be so certain (and taxes). Plans should be reviewed regularly so they adapt to changes in your circumstances and reflect...

The Bank of…Granny and Grandad?

For many younger people struggling to get a foot on the property ladder, the Bank of Mum and Dad is the only option. With rent taking a huge chunk out of their income and the requirement for increasingly onerous deposits, two in five renters do not believe they will...

Where is the happiest place to live?

A survey has revealed the South West is the happiest place to live in the UK, with Wales coming in as the least happy. Of course, this may have changed over the last few months. The survey by Lloyds Bank and YouGov looked at factors such as home ownership, salary,...

What’s new in the new financial year?

With the UK under lock-down, people stuck at home could easily forget what day it is, let alone remember that it’s now the start of the new financial year.  As is customary, this is the time when most regular financial updates take effect and it generally brings a...

Client Feedback

We recently received this fantastic feedback for Mike, one of our mortgage advisors, which was given to our provider Openwork. They create ongoing client contact which is aimed at customers who have received advice in the previous month and gathers details of how...

Protecting yourself from coronavirus scams

Crises can bring out the best in people.  Sadly, they can also bring out the worst in people.  A quick look through history shows that there are inevitably people who try to profit from other people’s misfortunes, not by legitimately solving problems, but by...