Home Care. Could Equity Release be the answer?

By John Cossons, Equity Release Adviser Home care is an attractive alternative to residential care and is often preferred by those who have a lower level of care needs and wish to remain in their own home. Home care is available at varying levels for differing care needs. Yet like any form of care, there [...]

2019-05-17T10:01:21+01:00 May 30th, 2019|News|

How to claim back tax on your pension pot withdrawals.

Since pension freedoms came into force in April 2015 more than £372 million has been reclaimed by more than 150,000 savers. The average amount being claimed for a refund was £2,000. How does this tax overpayment happen? When someone takes out a lump sum from their pension pot, only 25% is tax-free. The technical term [...]

2019-05-31T10:22:36+01:00 May 28th, 2019|News|

More financial pressure for the “Sandwich Generation”.

 So who are the “Sandwich Generation”? The "Sandwich Generation" are the group of people who are feeling the financial strain of supporting their children, grandchildren and ageing parents. With young adults struggling to achieve financial independence and a population that is living longer the burdens and responsibilities of the over 55s are increasing. Recent research [...]

2019-05-15T09:28:57+01:00 May 23rd, 2019|News|

Exam success for apprentice Megan Leach.

"Congratulations" to Megan Congratulations to Megan Leach, our Apprentice Mortgage and Protection Administrator for passing her exam. Megan successful completed, “Principles of Administration” (Exam 319) part of her NVQ Level 3 business administration qualification. Additionally, she is supported in her training by the Kettering Office of "Starting Off". The multiple choice exam covered the following [...]

2019-05-23T11:15:19+01:00 May 20th, 2019|News|

Now could be the best time to be a first-time buyer?

We could be entering a period of opportunity for first-time buyers. Market conditions could be perfect for people looking to buy their first home. Buyers are able to take advantage of cheap mortgage rates and the weakening housing market.  Additionally, as a first-time buyer, you can still make use of the government’s Help to Buy [...]

2019-05-16T09:02:38+01:00 May 16th, 2019|News|

Divorce – what about your finances? I can help.

By Tracey Foster, a Financial Designer at Anstee & Co. Divorce can be an extremely stressful time for individuals – I have witnessed how physically and emotionally draining the whole process can be. Is it any wonder when there are so many things to consider, some areas of the financial arrangements can be overlooked or [...]

2019-05-10T16:38:51+01:00 May 13th, 2019|News|

Virgin Money London Marathon success for Rachel.

On Sunday Rachel completed the 2019 Virgin Money London Marathon. Running over 26 miles and raising over £3,000.00 for Deafblind UK. What this achievement means to Rachel. Rachel had these words of reflection after the Marathon. Rachel Efetha, Chartered Financial Planner said- “I have now completed the London Classics which is Ride London (100-mile bike [...]

2019-05-23T11:10:41+01:00 May 2nd, 2019|Community, News|