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.
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.
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.
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Mortgage Club L&G Awards - Best Broker Firm for Overall Quality (5 advisers and under)
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Gold Standard - Independent Financial Advice Award 2018
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Gold Standard - Independent Financial Advice Award 2016