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Hannah Rogers
    • Hannah Rogers

    • Equity Release Adviser and Trainee IFA
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WHAT TO EXPECT AT YOUR FIRST MEETING WITH A FINANCIAL ADVISER AT CHATTERTONS WEALTH MANAGEMENT

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Your first meeting will be free of charge. We will tell you the regulatory information and also tell you about our background in financial services. We will go through what is called a fact find. This is a gathering exercise to establish your income,...

EQUITY RELEASE FACTSHEET

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WHAT IS EQUITY RELEASE? Equity release allows individuals aged 55 and over to release money from the property they live in without having to make any monthly repayments. There are two types of equity release; Lifetime Mortgages and Home Reversion...

Is 5% pa achievable?

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Cash ISA and deposit rates are at an all-time low. Whilst depositors have the comfort of minimal risk, many accounts are not even paying 1%pa. There is nevertheless still a risk with deposits and that is an inflation risk. If the interest rate being paid is...

Pensions Death Benefits - Pay less inheritance tax

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In financial services we have many conversations with pension providers as part of our day to day work. With the changing rules around pensions, the providers are getting more concerned about how they process death benefits from a pension. We have...

2015 Pension Changes - The most radical pension changes for almost a century

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The most radical pension changes in almost a century were introduced on 6th April 2015. Pension Freedom Most pension investors aged at least 55 now have total freedom over how they take an income or lump sum from their pension. They...