Category

Managing your finances category

A new chapter for Macbeth as we acquire CMJ – a personal note from Paul

It’s an exciting new chapter for the Macbeth team; I’m delighted to share that we’ve just completed the acquisition of CMJ Insurance Brokers, a move that’s been years in the making. It also propels us into the next level, as one of the Thames Valley’s biggest insurance brokers, with a Gross Written Premium of £13M.

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Equity Release – Things to Look Out For

Is equity release suitable for you? Sales of equity release plans increased by over 40% in 2017 and saw record releases in 2018. If you’re looking to free up value from your property, take the time to consider the options and what will be right for you and your family. Call Macbeth on 0118 923 5090.

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Re-Mortgaging – Don’t Assume You’re Getting the Best Deal

There are many different reasons why people may want to re-mortgage; apart from just wanting to avoid reverting to their existing lender’s standard variable interest rate.

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Pensions in a Basket

Many business owners have ambitious plans for their business and pension. Many of these entrepreneurs see their business or their property as their pension, and of course there is some merit in this, but isn’t this also a real “eggs in basket” risk.

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What difference does Chartered status make?

In 2010 Macbeth was awarded Chartered status by the CII (Chartered Insurance Institute). Regarded as the ultimate symbol of professionalism, it puts us in the top 5% of brokers in the UK. But what does it mean to our clients and associates?

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Get in touch:   Reading: 0118 916 5480   London: 020 7036 8767   info@macbeths.co.uk