15th March 2023 by Oakley
“A Budget for Growth” Chancellor of the Exchequer, Jeremy Hunt, delivered his first Spring Budget on 15 March declaring it was “A Budget for Growth.” The fiscal update included a range of new measures, some of which had been widely trailed prior to Budget day, in order to achieve growth “by removing obstacles that stop […]
15th March 2023 by Oakley
The Financial Conduct Authority (FCA) has warned pension holders to beware of scammers’ ‘magic tricks’ as research shows the economic squeeze is encouraging more people to withdraw pension savings. ScamSmart Britain’s financial watchdog recently launched its latest ScamSmart campaign aiming to give consumers the knowledge and tools to avoid scams. Over 700,000 pension plans were […]
15th March 2023 by Oakley
Inheritance Tax (IHT) is once again in the spotlight following the Chancellor’s decision to freeze IHT thresholds for a further two years until April 2028. Extending the frozen thresholds, together with rising house prices and soaring inflation mean that more estates are likely to be affected. IHT receipts on an upwards trend The latest IHT […]
9th March 2023 by Oakley
Interest rate peak may be approaching Last month the Bank of England (BoE) announced another hike in its benchmark interest rate but hinted that rates may now be nearing a peak, as the tide in its battle with inflation begins to turn. Following its latest meeting held at the beginning of February, the BoE’s nine-member […]
9th March 2023 by Oakley
Commercial market downbeat but withstanding Conditions in the commercial property market continued to decline in Q4 2022, according to the latest UK Commercial Property Market survey from the Royal Institution of Chartered Surveyors (RICS). At the national level, 83% of respondents consider the market to be in downturn, a slight increase from 81% in the […]
28th February 2023 by Oakley
With financial concerns at the fore for many people, unfortunately it’s no surprise over half of adults have experienced anxiety as a direct result of rising bills, with a quarter suffering with feelings of depression as escalating costs take their toll, according to a new study1. Nearly half of adults are staying at home more […]
22nd February 2023 by Oakley
Chancellor of the Exchequer Jeremy Hunt delivered his Autumn Statement on 17 November, with a host of announcements on personal taxation and public spending. Housing was largely absent from the key fiscal event, though a significant statement was made on Stamp Duty Land Tax (SDLT). In September, then-Chancellor Kwasi Kwarteng had increased the nil-rate threshold […]
22nd February 2023 by Oakley
Nowadays there are more choices open to you than ever before. This means there are more things you need to consider and have a plan for, like how to manage your finances to provide the income you’ll need to live on, how you’ll transition into full retirement and what lifestyle you want to enjoy in […]
15th February 2023 by Oakley
Green mortgages – a mystery A recent survey1 has revealed that four out of five (83%) people have no understanding of green mortgages. Each lender’s criteria will differ, but typically they may offer a discounted rate, or cashback, if a property has an Energy Performance Certificate (EPC) rating of A or B. The government has […]
15th February 2023 by Oakley
Child Trust Fund – on your radar? His Majesty’s Revenue & Customs (HMRC) has reminded teenagers and people in their twenties to claim their matured Child Trust Fund (CTF) savings. CTFs are long-term savings accounts set up for every child born between 1 September 2002 and 2 January 2011. The government provided an initial deposit […]
Glenn and Dino have been fantastic throughout the process of securing a mortgage for our first family home, they have both gone above and beyond to make the process as simple as possible and always been very responsive, would highly recommend. Thanks very much for your great services.
Benjamin Warrington
1 year ago
Glenn has worked on a couple of mortgage applications for us over the last 18 months from a remortgage to a relocation mortgage. He's always willing to go out of his way to help and to offer honest advice. Having used a couple of financial advisers before, the work Glenn puts in on behalf of his clients is above and beyond anything i've experienced before. Responses to emails and applications dealt with promptly and nothing is too much trouble. I've been recommending Glenn to those who I know are moving and need remortgages and will continue to do so. I wouldn't consider using anyone else wholeheartedly recommend and will be back again myself when we move or out term is up. Thanks again Glenn for all your hard work. I know most of it often goes under the radar with what you do, but it is greatly appreciated! Keep up the top work. Pete & Amy Underwood
Peter Underwood
2 years ago
Glenn my mortgage advisor was top draw.
Always on hand to assist with any queries or questions I had throughout my mortgage application, and always had the interest of his clients as his priority.
Highly recommended.
Nathan
2 years ago
Glenn was extremely rapid, helpful, and patient. Very challenging time to be getting a mortgage and Glenn made the process so much easier! Highly recommended, thankyou!
Daniel Wood
2 years ago
Glenn from Oakley Financial Management couldn't have been more helpful as our mortgage advisor. Explained a complex process simply, was very patient with us, totally understanding and knowledgeable about the unusual financial circumstances of my freelance work (and knew which banks would understand this too), wasn't pushy at all with insurance etc - just laid out all of our options simply and plainly. Oh and he didn't take a penny off us, explaining that he gets paid from the mortgage lender and that any mortgage advisor who tries to charge you a fee is trying it on!