Well done – keep logging on!

Well done – keep logging on!

Transact – the award-winning investment platform, chosen by us to provide smart technology, unrivalled support and exceptional service, has announced that over 54% of investor clients have logged onto Transact Online (TOL) in the last year. Up by 11% since 2018,...
Time to review your mortgage?

Time to review your mortgage?

With recent (and predicted future) hikes in interest rates adversely affecting your loan repayments, now would be an ideal time to review your mortgage. Mortgages do not have to be daunting and time consuming. Whether you are moving home, buying your first house, or...
Risk it for a biscuit?

Risk it for a biscuit?

With so many influencing factors (economy and your personal situation) changing, it is vital that your attitude to risk is reviewed in order to gauge investment suitability. Revisiting your own personal circumstances regularly is key to us offering you bespoke...
DIY – WHY?

DIY – WHY?

As covid and the downturn in the (National and International) economy have made us all tighten our purse-strings, the temptation may be to ‘go it alone’ and take on DIY investing. Why? To save money? To ‘have a go at it’? Despite some people’s fondness for flat pack...
Transact Warning: IHT liabilities increasing….

Transact Warning: IHT liabilities increasing….

Transact have produced an index to raise awareness of increasing inheritance tax liabilities. This is due to growing home ownership (without a mortgage) and the rising value of property and assets (pushing more people outside established thresholds). The index helps...
He’s done it again!

He’s done it again!

Congratulations to our very own Leigh – who ran the London Marathon for the second year in succession, raising money for Hospice UK. You can still donate to this great cause if you go to Leigh’s Just Giving Page available to click through to here:...