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Finding Your Investment Style
When it comes to investing, there’s no one-size-fits-all solution — and frankly, that’s what makes it interesting. Some people chase the next big thing like a child after an ice cream van. Others prefer the comfort of something slow, steady, and reliable, like a cup of Yorkshire tea.
That’s why und...
You Can Buy Solo: Affordability Tips for Single Buyers
I'm currently working with a number of clients who are single first time buyers or home movers following a change in personal circumstances.
Getting a mortgage on one income is not easy, to say the least!
What Is Affordability and Why Does It Matter?
Affordability is how much a lender is willing...
How to Achieve Retirement Flexibility
Dreaming of a retirement that feels more like freedom than a finish line? Whether it’s working less, travelling more, or starting a passion project, flexible retirement is all about choice. In this blog, we break down how to turn that dream into a reality—with practical steps, income planning tips,...
Helping your older parents buy a house
This week’s case study explores how we helped a couple in their 70s secure a property with support from their family—despite age-related mortgage hurdles. From regulated buy-to-let to joint borrower sole proprietor options, discover how tailored advice can unlock solutions for complex, multi-generat...
How to Prepare for Your First Retirement Planning Meeting with a Financial Adviser
Booked in with a financial adviser? Great move—now let’s make that meeting count. Whether you're dreaming of an early retirement, planning big adventures, or just aiming for peace of mind, this quick guide will help you prepare. From gathering pension details to thinking through your goals and month...
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