Our blog
You've used your ISA allowance - what's next?
With the ISA allowance now at £20,000 or £40,000 for a couple, when an investment matures, or you receive an inheritance, a lump sum from a pension, or a generous redundancy payment if they are over this allowance, you may need to consider investing into funds or other investments on a direct basis.
15 and counting
This interesting case study shows how our Mortgage Broker Rhys Edwards has been able to work with Rebecca and Maxwell over the last 6 years to secure 15 mortgages! Rhys’ hard work and quick turnaround has helped this couple compete within a very busy and competitive market.
There is an opportunity to lock in minimum pension age at 55
A recent report from the Government proposes an increase to the minimum pension access age from 55 to 57. This blog aims to highlight some of the key issues you should consider to allow you to keep your retirement plan on track.
Plan ahead for your retirement and start saving early in your career. If you haven't, don't panic but talk to an adviser.
We're an award-winning business
Mortgage Club L&G Awards - Best Broker Firm for Overall Quality (5 advisers and under)
Moneyfacts Awards - Highly Commended for Broker of the Year 2021
CFI - Best Independent Financial Adviser UK 2021
Gold Standard - Independent Financial Advice Award 2019
Talk of Manchester Best Business Insurance Award 2019
Gold Standard - Independent Financial Advice Award 2018
Talk of Manchester Best Business Insurance Award 2018
Gold Standard - Independent Financial Advice Award 2017
Intelliflo Intelligent Office Ambassador
PFS Chartered Financial Planning Firm of the Year
Gold Standard - Independent Financial Advice Award 2016