Share
Throughout #TalkMoneyWeek we put together some examples of various financial areas that we can provide assistance with. To help explain, we have highlighted different members of our team and what they might be interested in, depending on their age group and current stage of life.
Lucy Reay is a first-time buyer. Here are some of the questions that might affect her:
How can we help?
🏡 Advise Lucy on a Lifetime ISA (LISA) to save for her deposit. This would be beneficial to Lucy as a LISA lets you save up to £4,000 every tax year towards a first home or your retirement, with the government adding a 25% bonus on top of what you save. In addition, she will earn interest on whatever she saves, and as it’s an ISA, that interest is tax-free
🏡 We would help Lucy by searching the whole of the market and recommending the best deal for her mortgage. This can also increase her chances of being accepted for a mortgage as they will have better knowledge of which lenders are best suited to her circumstances
🏡 We can also advise her about income protection, critical illness, and life cover to protect her new asset or herself
If you feel you would benefit from mortgage advice, we have a team with a wealth of experience in our Dalston, Dumfries, Penrith and Workington offices. They can take the time to understand your unique requirements and discuss your options.
Why not get in touch with our team of experts?
6 October 2024
30 September 2024
1 August 2024
3 July 2024
3 July 2024
28 February 2024
17 January 2024
29 November 2023
9 November 2023
31 October 2023
31 October 2023
25 August 2023
7 July 2023
28 June 2023
22 June 2023
14 June 2023
12 May 2023
20 April 2023
20 April 2023
19 April 2023
17 March 2023
15 March 2023
17 November 2022
14 July 2022
15 June 2022
20 May 2022
4 May 2022
27 April 2022
12 April 2022
1 April 2022
17 March 2022
1 March 2022
23 February 2022
10 February 2022
4 February 2022
28 January 2022
14 January 2022
4 January 2022
4 January 2022
8 December 2021
15 November 2021
15 November 2021
15 November 2021
15 November 2021
15 November 2021
14 October 2021
7 October 2021
5 October 2021
10 September 2021
16 July 2021
8 July 2021
13 June 2021
13 May 2021
7 May 2021
30 April 2021
6 April 2021
24 March 2021
10 March 2021
4 March 2021
2 March 2021
24 February 2021
15 February 2021
29 October 2020
29 September 2020
28 August 2020
15 June 2020
We want to keep you up to date with relevant news, information, advice and changes which might impact you or your business. To ensure you get the latest updates delivered directly to your inbox, sign up to our e-bulletins below.
Available to download on iOS and Android by visiting the links below.
Unique access code: DavidAllen