Heide’s Blog – 20th August 2021

 

 

Hello again! 🙂

How can it possibly be almost the end of the August already?

It’s been a long time since I was last in touch with you via a blog.  That’s because we’ve been so busy.  So this week is just a quick insight into what’s recently been going on in our world over the past few months.  

From now on we’ll aim to keep in touch with you at least fortnightly.  

 

Heide has qualified with her Diploma in Financial Advice (DipFA) and is now qualified to offer advice in investments and pensions as well as mortgages, equity release (lifetime mortgages) and financial protection.  

We are therefore now able to assist you through your complete financial lifecycle: from setting up an ISA to start you saving for your first home, helping you get your first time buyer mortgage, helping you financially protect yourselves to ensure you’re not left homeless if the worst happened, moving to your next time home, helping your save towards your retirement, helping you downsize when the time is right and help you access your pension funds to see you through your retirement.  

We will be re-branding over the next month or so and will become Swift Mortgages & Finance.  We’ll keep you posted and let you know when our website has been fully updated to reflect our new services. 

 

 

Poppy is the apprentice who started with us in March 2020 – 2 weeks before the first lockdown last year! Poppy has stuck with business administration apprenticeship through a difficult year – she hasn’t had a single face to face college day.  She’s done everything from home but now is nearly ready to take her final end-point assessment.  She takes the assessment in September so we’re keeping our fingers and toes crossed that:

a – she passes the exam

b – she’ll stay on with us beyond the end of her apprenticeship scheme and work with us in the long-term

 

 

We have a new mortgage and protection advisor working with us : Agata.  She lives in the Nottingham area but of course, can deal with people anywhere as we are not geographically limited.  Agata is Polish so has the advantage of being able to help Polish applicants in their own language.  

 

Finally, for this week, Heide is taking part in a charity abseil for a charity called Ailsa’s Aim.  The charity provides funds and support to families and children suffering from cancer.  If you’d like to donate, your pennies would be very much appreciated!

If you have any questions, particularly in terms of financial advice or mortgages we’d love to hear from you.  Our contact details are below and we offer an complementary initial review with no obligation.  

• Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
• The Financial Conduct Authority does not regulate Buy to Let Mortgages. 
• The value of investments can fall as well as rise. You might get back less than you invested.
• Past performance should not be regarded as guide to future performance.
• Tax treatment varies according to individual circumstances and is subject to change.

Telephone: 01525 309300