Omnis Market Update
4th December 2019
MARKET UPDATE: Pound fluctuates as polls send mixed messages. Last weeks – Key takeaways You can download the latest update here Omnis-Market-Update-031219
Read articleFinancial Viewpoint Autumn 2019
25th November 2019
Our quarterly newsletter has had an update! You can download Autumn’s new Financial Viewpoint newsletter here CT Wealth Management Autumn Newsletter 19 If you want to discuss any of the articles in more detail please get in touch
Read articleViewpoint Newsletter
13th November 2019
You can download our latest Viewpoint newsletter here
Read articleMay Monthly Market Update
13th November 2019
May Monthly Market Update As most parts of the UK enjoyed glorious weather for the long Easter weekend, the European Union leaders granted the UK a six-month extension to Brexit. The new deadline is 31 October although Theresa May, who wanted a shorter delay, said the UK would still aim to leave the EU as … Continued
Read articleGet yourself Mortgage ready
13th November 2019
Get yourself Mortgage ready It may help to know that being mortgage ready before you either sell your current home or (if you’re a first-time buyer) viewing properties, will get you ahead of the game. It may seem like a stressful process with all the admin that comes with applying for a mortgage and getting … Continued
Read articleClient Case Study
10th July 2019
Client Case Study We recently had a client referred to us as they had tried searching for a mortgage elsewhere but had found it increasingly difficult to find one that suited their circumstances. The couple are foster carers and found many other lenders don’t take into account all of their foster income to allow them … Continued
Read articleAll about ISAs
9th July 2019
All about ISAs In the 2019/20 tax year, you can save up to £20,000 tax-free in an Individual Savings Account (ISA), and when it comes to your ISA investment, you have a number of options. Investors comfortabe with the slighly higher risk Peer to Peer lending can also now invest in an Innocative Finance ISA, … Continued
Read articleLook beyond the price of your protection policy
19th June 2019
Look beyond the price of your protection policy Most of us celebrate the start of life and pay tribute to the end of life, but are we placing enough importance on everything in between? If we’re lucky we’ll enjoy certain life events like finding a lifelong partner, marriage / civil partnership, having children, enjoying a … Continued
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