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Building and protecting your wealth

Investment Considerations

A new year is always a great time to get started on new endeavours or reinvigorate your passion for old ones. If you don’t already have a personal lifestyle financial plan in place, it’s the perfect time to get started.
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News Update: Don’t Forget to Pay Your Tax Bill

According to HMRC, out of the 12.2 million customers expected to complete a return for this tax year, four million people still need to submit their completed Self Assessment tax return and make payments toward their amount due before the deadline of 31 January. To avoid interest accruing on your outstanding payments, pay any outstanding liabilities or set up a payment plan by the deadline.
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MORTGAGE MONDAY: Latest Mortgage Rates

Here is a round up of this week’s mortgage rates for doctors and dentists, to help you save money on your monthly mortgage payments. Read more »


How to Plan for an Early Retirement

We all dream about what life will be like during retirement. Is it possible that you could get there earlier than you previously thought? Retiring early can be a breath of fresh air and actually lead to improving your health, but it’s not feasible for everyone.
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Pandemic Spurs Caution and Saving

The pandemic has caused a change in the way many of us operate day to day, and how people deal with their finances certainly falls under these changes. Now, people are thinking more carefully about their spending and financial priorities – but what has changed?
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News Update: People are Seeing the Appeal of Cities Again

As a direct result of the pandemic, many people sought bigger homes or properties with outdoor space and ventured outside of the cities to do so. But recently, there’s been interest in a return to the city, with flats moving up the priority list for prospective buyers.
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MORTGAGE MONDAY: Latest Mortgage Rates

Here is a round up of this week’s mortgage rates for doctors and dentists, to help you save money on your monthly mortgage payments. Read more »


How to Avoid First-Time Home Buying Mistakes

Navigating the home buying process as a first-time buyer can be daunting. There are so many costly mistakes you could make and many go into it without support from anyone with the knowledge and experience for the process. But many of the most common first-time buyer mistakes can be avoided if you are aware of them or if you have someone to help you along the way. Here are a few major pitfalls and how to evade them.
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The Continued Impact of COVID

After an initial period of recovery and a return to somewhat normalcy, it was clear that COVID would have a long-lasting impact on our lives. Not only has it affected people’s physical health, but mental wellness and financial wellbeing as well. With such a huge life disruption, how has this changed people’s financial priorities?
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Property Price Update – January 2022

If you’re a doctor or dentist who is planning to buy or sell a property this year – from a first home to an investment buy-to-let property – we’ll keep you up to date on the property market and the nation’s property prices. Contact one of our advisers for personalised advice.

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