Capital Planning Partners

08/03/2021

To mark International Women’s Day today we are holding a panel discussion about “Financial Wellbeing for Women” at 11:00 and 19:30.

Join Alison Pask, a highly experienced senior leader and passionate advocate for financial wellbeing and social mobility, Jennifer Williamson, a family lawyer providing high quality, pragmatic legal advice, Susie Leverton DipPFS LLAA, a financial consultant with a special interest in advising women about finance, for a panel discussion on the key aspects of achieving financial wellbeing.

This event is aimed at women and couples who want to:
Understand what they can do to ensure their financial future
Protect themselves in case the unthinkable happens
Develop financial wellbeing and build resilience

All attendees will receive a free financial health check as well as the three things that you can do to start taking responsibility for your own finances.

To register for the 11:00 session click here: bit.ly/IWD1100 and for the 19:30 session click here: http://bit.ly/IWD1930

Women’s Financial Wellbeing

03/12/2020

03/12/2020

Should I stay or should I go? In these uncertain times it can be difficult to know whether to put plans to move on hold. If you are unsure, our team who are here to discuss through your options with you.

01/12/2020

01/12/2020

Are you’re coming to the end of your fixed term? In these uncertain times if you are looking to remortgage, your options will depend on your personal circumstances and with rates changing it's important to seek advice to find the best option for you.

26/11/2020

26/11/2020

If working from home is the new 'norm' should you move or improve to create the extra space you need?
The stamp duty freeze gives the potential to save upto £15k. Improving your home however could add significant value. It's a dilemma that many of our clients face and our team are on hand to help you through the decision making process.

24/11/2020

24/11/2020

Buying a house is stressful enough without the added pressure to secure a mortgage in time to get the stamp duty holiday. Our team are here to help you find the right mortgage and guide you through the process with peace of mind.

19/11/2020

Are renovations the best use of stamp duty holiday savings? Checkatrade research reveals that's what a third of the 11% of Brits hoping to move by March 2021 are planning to do:

The government has scrapped stamp duty on house purchases of up to £500k. Homebuyers are planning on spending their stamp duty savings on spruce ups