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Monday 9:30am - 4:30pm Tuesday 9:30am - 4:30pm Wednesday 9:30am - 4:30pm Thursday 9:30am - 4:30pm Friday 9:30am - 4:30pm

Peak Financial Solutions

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Peak Financial Solutions

Peak Financial Solutions is a mortgage and protection practice based on Main Street, Newcastle, Co Down.

We offer a bespoke service to ensure no matter what stage you are in life you have peace of mind knowing your family, home and business is protected.

03/06/2026

The mortgage market is moving again. 📈

With lender competition increasing and more buyers returning to the market, now could be the perfect time to explore your options.

Whether you’re a first-time buyer, moving home, or looking to remortgage, expert advice can help you secure the right deal for your circumstances.

Get in touch to see what’s possible. 🏡

📱 DM us or contact one of our Advisers:
📞 Natalie Charleton: 07714164122
📞 Lisa Trainor: 07730481109
📞 Lisa Poland: 07511907305

29/05/2026

Keeping our knowledge fresh so we can continue giving clients the best possible advice ✨

Last week we attended the OmniCore Protection Roadshow, hearing updates from providers including Vitality, MetLife, The Exeter, Legal & General, Caspian and more. 👏🏼

A few key takeaways from the day that are important for clients to know:
✅ Income protection is becoming increasingly important for families relying on one main income.

✅ Many clients still underestimate how valuable protection can be during illness, injury or unexpected life events.

✅ Insurers are continuing to improve products, with enhanced benefits and added support services now available across many policies.

The protection market is constantly evolving, which is why ongoing learning and development remains a huge focus for us at Peak Financial.
If you feel like you’d like to relook at your current cover, get in touch. 📱

25/05/2026

A bank holiday is the perfect reminder to 𝐩𝐚𝐮𝐬𝐞, 𝐫𝐞𝐬𝐞𝐭 and 𝐭𝐡𝐢𝐧𝐤 𝐚𝐡𝐞𝐚𝐝 💚

Whether it’s reviewing your mortgage, checking your protection, or simply making sure your plans still fit your life, a little time spent now can bring real peace of mind later.

If it’s been on your list to get organised, we’re here when you’re ready.

📞 Lisa Trainor: 07730481109
📞 Natalie Charleton: 07714164122
📞 Lisa Poland: 07511907305

13/05/2026

Most people insure their phone, car, and home… 🏠

𝐁𝐮𝐭 - what protects the income paying for it all?

If you’re self employed but have no protection in place to take care of your income should you need to take off work, this is your sign to get in touch. 🛑✅

📱 DM us or contact one of our Advisers:
📞 Natalie Charleton: 07714164122
📞 Lisa Trainor: 07730481109
📞 Lisa Poland: 07511907305

08/05/2026

Fact Friday - “first-time buyers are still leading the market.” 🏠

With house prices rising & interest rates being a little uncertain, it’s easy to think that first-time buyers are on the decline. 📉 This isn’t the case! First-time buyers are still taking that first step. 🧱

Let this be an encouragement if you’re finding the thought of buying your first home overwhelming. Understanding your options early can make all the difference, and that’s where we come in. Get in touch if you’re considering your first home purchase:
📱 DM us or contact one of our Advisers:
📞 Natalie Charleton: 07714164122
📞 Lisa Trainor: 07730481109
📞 Lisa Poland: 07511907305

peakfinancialsolutions

06/05/2026

Whether you’re a café owner, running your own business, or working for yourself in any way, your income depends on you 🫶🏼

If you’re unable to work, there’s no employer to fall back on. That’s where income protection help to support you financially while you focus on getting back on your feet. 👏🏼

It’s not always something people think about - but it’s worth having a plan in place.

If you’re self-employed and haven’t looked at your options, we’re here to help.

📱 DM us or contact one of our Advisers:
📞 Natalie Charleton: 07714164122
📞 Lisa Trainor: 07730481109
📞 Lisa Poland: 07511907305

01/05/2026

𝐅𝐚𝐜𝐭 𝐅𝐫𝐢𝐝𝐚𝐲 ✨

Here’s what the Bank Of England base rate means for you 👉🏼

We are keeping a really close eye on the market, so if you need advice or want to understand what this means for you, get in touch. Especially if your mortgage is due for renewal this year.

📱 DM us or contact one of our Advisers:
📞 Natalie Charleton: 07714164122
📞 Lisa Trainor: 07730481109
📞 Lisa Poland: 07511907305

29/04/2026

Thinking about moving this year? 🏡

Before you start viewing homes, it’s worth understanding what’s possible for you - from your budget to your mortgage options.

Getting clear early on can make the whole process feel a lot more straightforward.

When the time feels right, we’re here to help, so contact one of our advisers:
📞 Natalie Charleton: 07714164122
📞 Lisa Trainor: 07730481109
📞 Lisa Poland: 07511907305

24/04/2026

Welcome to ✨ 𝐅𝐚𝐜𝐭 𝐅𝐫𝐢𝐝𝐚𝐲 ✨

Each week, we will be bringing you a fact that we think you may find helpful; from income protection to mortgage hacks we think you should know about. 👏🏼

This week, we’re talking 𝐨𝐯𝐞𝐫𝐩𝐚𝐲𝐢𝐧𝐠 𝐨𝐧 𝐲𝐨𝐮𝐫 𝐦𝐨𝐫𝐭𝐠𝐚𝐠𝐞 👏🏼 many people don’t realise that overpayments come straight off your balance, which means you could knock years off if you pay a little extra each year.

If you’d like to learn more, just DM us or contact one of our Advisers:
📞 Natalie Charleton: 07714164122
📞 Lisa Trainor: 07730481109
📞 Lisa Poland: 07511907305

23/04/2026

Life cover is often seen as something that just pays off your mortgage - but it can do so much more 🫶🏼

It’s about providing financial support for your family, helping with everyday living costs, future plans, and giving peace of mind during difficult times.

The right cover is about protecting the life you’ve built, not just the home you live in.

For more information or to discuss your cover,
📱 DM us or contact one of our Advisers:
📞 Natalie Charleton: 07714164122
📞 Lisa Trainor: 07730481109
📞 Lisa Poland: 07511907305

Address

109B Main Street
Newcastle
BT330AE

Opening Hours

Monday	9:30am - 4:30pm
Tuesday	9:30am - 4:30pm
Wednesday	9:30am - 4:30pm
Thursday	9:30am - 4:30pm
Friday	9:30am - 4:30pm

Telephone

+442843723222

Website

http://www.peakfinancialsolutions.co.uk/

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