Must read articles from IFA's and Mortgage Advisers
Over the last months, I have been hard at work with the 1st Financial Advising team creating content. We have made some of the more opaque elements of financial and mortgage advice accessible and interesting. Here is a selection of some our recent online articles and guides. If you live in the UK these articles are for you! M.S. Sykes
How do you take a Retirement Gap Year? - Matthew Eaton IFA
How Do You Take a Retirement Gap Year? Matthew Eaton IFA has prepared a checklist below for when considering or planning a retirement gap year. Read the full list here.
What is a RIO Mortgage? - Sous Sech Mortgage Adviser
A RIO mortgage is a retirement interest only mortgage. It may be helpful for homeowners who have interest only mortgages and debts. Currently they allow clients to extend the term of the interest only mortgage until the end of life, they sell their home, or go into care. There are key differences between a RIO mortgage and other equity release products. Sous goes over them here.
What to do if you win the lottery? - Sav Savva IFA
Congratulations, you have just won the Lottery! All your money worries are over…or are they? Most people will not win a lottery jackpot, but many of us will have to decide about what to do with a capital lump sum at some point in our lives, either from an inheritance, pension or other means. Here are some basic principles to keep in mind from Sav Savva IFA.
Lump Sum Investment Theories - Jan Edwards IFA
Some of Jan's clients showed an interest in the main investment theories under which investments are made; here are some brief summaries of the three main theories used by fund managers and others today.
First Time Buyers - What you Should Know - Martin Ross Mortgage Adviser
Quick 1st time buyers guide to tackle the complexities of the mortgage process. Many are confused about the overall mortgage process. Here is a quick guide from Martin Ross to some of the trickier points and costs, to provide some clarity.
We hope you find these articles interesting, if you would like a confidential discussion with one of our advisers at our cost. Book a callback now.
M.S. Sykes
Business Development and Relationship Manager
Joined 1st Financial Group in early 2018 and has previously worked in business succession and financial planning in Australasia. He is responsible for the online marketing, creation of marketing collateral and building strong relationships with stakeholders. In his spare time he enjoys long walks, studying finance, travelling and the gym.