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 [...]

2019-05-14T16:03:23+00:00 May 20th, 2019|News|

Wellingborough Tangent has a new Chairman.

Congratulation to our Office Manager Jane Lumley-Walker. Last night Jane became Chairman of Wellingborough Tangent. The evening started with drinks in the grounds of Harrowden Hall, the home of Wellingborough Golf Club, followed by a formal dinner. Outgoing chairman Sarah Madge said a few words before passing over the chain office to Jane Jane Lumley [...]

2019-05-22T17:00:42+00:00 April 25th, 2019|Community, News|

Would you like a Dementia Friends Information Session?

By Rachel Efetha, Chartered Financial Planner. Yesterday morning I was pleased to present a Dementia Friends Information Session to the BRI Networking Breakfast in Northampton. The Information Session helps to explain what dementia is and encourages the audience to take action after participating, from something as simple as wearing their Forget-Me-Not Dementia Friend badge to [...]

2019-05-10T16:25:18+00:00 April 8th, 2019|Community, News|

Lasting Power of Attorney: Will it give you peace of mind?

In this article, we will look at what a Lasting Power of Attorney is, what it does and why you should be considering drawing one up. So what is a Lasting Power of Attorney? A Lasting Power of Attorney (LPA), are legal documents that can be used to help you safeguard your financial future. A [...]

2019-03-20T15:37:49+00:00 March 28th, 2019|News|

Congratulations: Exam pass for Andie Derry

Congratulations to Andie Derry, part of the client support team at our Kettering Office. Andie has passed unit 318, Principles of Business Communication. This unit counts towards the completion of a City and Guilds Level 3 Diploma for Business Administrator (3473) qualification. The qualifications aim is to develop Andie knowledge, understanding and skills across a [...]

2019-02-21T10:36:36+00:00 February 21st, 2019|News|

Monika introduces “Baby Liam” to the team.

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 of Monday 31st December 2018 weighing a healthy 8lb 6oz. This is Monika’s and her husband Adrian’s second and a [...]

2019-02-04T10:46:44+00:00 February 4th, 2019|News|

Welcome to Barnes Gladman.

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, after previously working for Greyfriars Asset Management After leaving Guilsborough Academy in Northamptonshire he obtained a Business Studies degree from [...]

2019-01-23T21:13:44+00:00 January 23rd, 2019|News|

Equity Release. Why it’s not the last resort option.

Despite the popularity of equity release many people still feel that it is the option of last resort. Some will have look at equity release in the early days when the industry was not strictly regulated and policed.  They may have looked at it when interest rates were at a very high level. Some feel [...]

2019-01-07T11:59:44+00:00 January 7th, 2019|News|

Equity release. How could it work for you?

As a homeowner, you will be aware of the increasing value of your home. Like many other people, you may find that your property is now worth much more than the amount you originally paid. How can you release this equity? Equity release allows you to unlock money from your home. This could be in [...]

2019-01-23T15:54:06+00:00 December 13th, 2018|News|