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Category: Equity Release

GDPR – General Data Protection Regulation

Category: Company Planning, Equity Release, Investments, Mortgages, Pensions, Protection, Wealth, Wills, Trust and Powers of Attorney

The aim of the GDPR is to protect all EU citizens from privacy and data breaches in an increasingly data-driven world that is vastly different from the time in which the 1995 directive was established. The General Data Protection Regulation (GDPR), was introduced in April 2016 by the Information Commissioner’s Office (ICO), and by May 2018 companies must comply with this regulation. Please read through the attached Customer Privacy Notice and E-Marketing Customer Consent Form to familiarise yourself with the…

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YOUR WINDOW ON FINANCIAL MATTERS SPRING 2017

Category: Equity Release, Mortgages, Protection, Wealth

IS IT TIME TO REMORTGAGE WHILST RATES ARE STILL LOW? With the monthly mortgage payment representing a major chunk of the average family budget, it can make sense to shop around from time to time to see if there’s a better, more cost-efficient mortgage deal available to you. According to the Council of Mortgage Lenders (1), around 36,000 people remortgaged in November alone, up 13% on the year before. In some cases, homeowners can save hundreds of pounds a year…

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