Retirement should not be a barrier to getting a mortgage
Retirement should not be a barrier to getting a mortgage According to the most recent figures from the Office for National Statistics, retirees now account for ...
Helping family members to climb the property ladder
Helping family members to climb the property ladder Bump into a first-time property buyer these days and the chances are they’ll be well past their first flush ...
Will you be ready for the tax man?
Will you be ready for the tax man? Creating a tax reserve plan can bring peace of mind and a clearer view of your overall finances. Graeme Morris explores simpl...
Why are clients turning their backs on high-street banks?
Why are clients turning their backs on high-street banks? In the rush to move customers online, mainstream banks are beating a retreat from traditional private ...
Dispelling the myths around who are ‘typical’ Private Banking clients.
Dispelling the myths around who are ‘typical’ Private Banking clients. There’s a popular misconception that private banks are only really for the landed gentry,...
What defines excellence when fulfilling the needs of a banking client?
What defines excellence when fulfilling the needs of a banking client? With over forty years in the banking industry, including five as Head of Private Clients ...
The trends and lifestyle changes influencing property values
The trends and lifestyle changes influencing property values The property market in England and Wales continues to grab headlines on the back of near-continuous...
The value of personal banking
The value of personal banking The financial uncertainty caused by COVID-19 did not sit well with the growing reliance many providers have on ‘tick-box’ mortgage...
Client satisfaction survey: the results
Client satisfaction survey: the results Earlier this year we undertook a survey to ask clients about their experience of banking with us. We do this to understa...
Why choose a Retirement Mortgage over Equity Release?
Why choose a Retirement Mortgage over Equity Release? When people in later life borrow money against their property, should they opt for traditional equity rele...