Financial Advice

Offering a fully advised and bespoke service to those clients looking to raise funding in later life. Fully authorised and regulated by the Financial Conduct Authority, we assist clients who wish to raise funds for a variety of reasons guiding them through the options, discussing the advantages and disadvantages, and agreeing on the most suitable product for their needs from a comprehensive range of mortgage products from across the market.

Related Blogs

An Introduction To Paying for Care in Later Life

Most of us don’t spend much time thinking about care fees — until suddenly we have to. A fall, an illness, a hospital stay or a sudden change in health can quickly bring the question to the front of our minds: “How on earth are we going to pay for this?” As someone...

Gifting and Inheritance Tax – What You Should Know

If you’re thinking ahead to your later years, making planned lifetime gifts can be a smart way to ease the burden of inheritance tax (IHT) and ensure more of your wealth goes to the people you care about. Why consider gifting? You receive a tax-free allowance...

Understanding NHS Continuing Healthcare Funding.

This article discusses Contiuning Healthcare Funding and when it may apply to your care situation. As the cost of care increases, reaching around £1,600 per week for residential dementia care, the financial burden of paying for care and protecting life savings is a...

£400 Million Increase in Inheritance Tax Payments

As per HM Revenue & Customs, the total Inheritance Tax (IHT) receipts from April 2023 to September 2023 amounted to £3.9 billion, marking a £400 million increase compared to the corresponding period in the prior year. June 2023 recorded the highest-ever IHT...

What can you do to help your mum, dad, or other relative prepare for older age?

Whatever your age, it is important to have a conversation with your mum about how she wants to be supported now or in the future. You can’t read her mind and the only way to be sure you know what she wants is if you ask. Don’t wait for a crisis, because by then it...