LIFT-Financial

With the ISA allowance now at 20,000 or 40,000 for a couple, when an investment matures, or you receive an inheritance, a lump sum from a pension, or a generous redundancy payment if they are over this allowance, you may need to consider investing into funds or other investments on a direct basis.

This interesting case study shows how our Mortgage Broker Rhys Edwards has been able to work with Rebecca and Maxwell over the last 6 years to secure 15 mortgages!Rhys' hard work and quick turnaround has helped this couple compete within a very busy and competitive market. A recent report from the Government proposes an increase to the minimum pension access age from 55 to 57.