Resources 2018-02-23T19:59:00+00:00

News & views

402, 2019

Monika introduces “Baby Liam” to the team.

By | February 4th, 2019|Categories: News|Tags: , , , , |0 Comments

Monika with baby Liam. Paraplanner Monika Trow, who is presently on maternity leave, recently came into the Kettering Head Office to introduce baby Liam to the team. Liam came into the world on the morning [...]

3101, 2019

Equity Release: Why you should upsize in retirement?

By | January 31st, 2019|Categories: News|Tags: , , , , , |0 Comments

By John Cossons, Equity Release Adviser with Anstee & Co. This article is based on a recent equity release case that I completed. A 71-year-old client of mine had sold her property and was looking [...]

2801, 2019

The ‘B’ Word – Should I Cash in My Investments?

By | January 28th, 2019|Categories: News|Tags: , , , , , |0 Comments

By Rachel Efetha, Chartered Financial Planner. B is obviously for, yawn, Brexit.  My clients are asking me more and more if they should cash in their investments before Brexit and my answer to them is [...]

2301, 2019

Welcome to Barnes Gladman.

By | January 23rd, 2019|Categories: News|Tags: , , , , , |0 Comments

Welcome to new team member Barnes Gladman who has joined the company as Financial Designer Support. Barnes has been working in the financial services industry for some time and has joined us from Mattioli Woods, [...]

2101, 2019

Overpaying your mortgage? Should you?

By | January 21st, 2019|Categories: News|Tags: , , , |0 Comments

Recent figures from the consumer group "Which" show that nearly half (46%) of homeowners are overpaying their mortgage. The largest group overpaying being the under 25's. So should you be thinking about overpaying your mortgage? [...]

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