Peak Financial Solutions

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.

โœจ A Day at The Races โœจWe had such a fabulous afternoon on Friday at downroyalracecourse, courtesy of danskebankuk.๐ŸŽ Was ...
01/09/2026

โœจ A Day at The Races โœจ

We had such a fabulous afternoon on Friday at downroyalracecourse, courtesy of danskebankuk.
๐ŸŽ

Was lovely to network & enjoy a great day of hospitality with the Danske team & fellow mortgage advisers.

Thanks for having us! โœจ

Lisa Poland Mortgage and Protection Adviser
Natalie Charleton Mortgage Adviser

Here we have another lovely review for Natalie from a recent client ๐Ÿซถ๐ŸผIt means so much to hear such positive feedback an...
31/08/2026

Here we have another lovely review for Natalie from a recent client ๐Ÿซถ๐Ÿผ

It means so much to hear such positive feedback and to know our clients feel supported throughout their journey.

A ๐ฏ๐ž๐ซ๐ฒ ๐ฌ๐ฉ๐ž๐œ๐ข๐š๐ฅ birthday for a ๐ฏ๐ž๐ซ๐ฒ ๐ฌ๐ฉ๐ž๐œ๐ข๐š๐ฅ member of the Peak team! ๐ŸคThis week, our lovely ๐‹๐ข๐ฌ๐š ๐๐จ๐ฅ๐š๐ง๐ celebrated her 50...
28/08/2026

A ๐ฏ๐ž๐ซ๐ฒ ๐ฌ๐ฉ๐ž๐œ๐ข๐š๐ฅ birthday for a ๐ฏ๐ž๐ซ๐ฒ ๐ฌ๐ฉ๐ž๐œ๐ข๐š๐ฅ member of the Peak team! ๐Ÿค

This week, our lovely ๐‹๐ข๐ฌ๐š ๐๐จ๐ฅ๐š๐ง๐ celebrated her 50th birthday! ๐Ÿฅ‚

Lisa is such a valued part of Peak and someone who genuinely cares about every client she works with.
Her experience, dedication and personal approach are just some of the reasons weโ€™re so lucky to have her on our team.

We hope you had the best celebrations, Lisa - hereโ€™s to 50! โœจ

Another lovely review for Lisa Poland ๐Ÿซถ๐ŸผThereโ€™s nothing better than hearing that our clients have had a positive experie...
21/08/2026

Another lovely review for Lisa Poland ๐Ÿซถ๐Ÿผ

Thereโ€™s nothing better than hearing that our clients have had a positive experience. ๐Ÿ‘๐Ÿผ Thank you for taking the time to share your kind words and, most importantly, for putting your trust in Lisa. ๐Ÿ 

If youโ€™re thinking about your next move, weโ€™d love to help. Get in touch today for a free consultation:
๐Ÿ“ž Lisa Trainor: 07730481109
๐Ÿ“ž Lisa Poland: 07511907305
๐Ÿ“ž Natalie Charleton: 07714164122

One conversation could save you ๐ญ๐ก๐จ๐ฎ๐ฌ๐š๐ง๐๐ฌ.When was the last time you reviewed your mortgage? ๐Ÿ”‘ Many people stay on the s...
14/08/2026

One conversation could save you ๐ญ๐ก๐จ๐ฎ๐ฌ๐š๐ง๐๐ฌ.

When was the last time you reviewed your mortgage? ๐Ÿ”‘

Many people stay on the same deal simply because life gets busy. But a quick review could help you understand whether your current mortgage is still the right fit for your circumstances.

If your ๐Ÿ๐ข๐ฑ๐ž๐ ๐ซ๐š๐ญ๐ž ๐ข๐ฌ ๐ž๐ง๐๐ข๐ง๐  ๐ฌ๐จ๐จ๐ง, or even within the next ๐Ÿ”โ€“๐Ÿ๐Ÿ ๐ฆ๐จ๐ง๐ญ๐ก๐ฌ - it might be worth having a conversation now!

Get in touch and let's see what your options are. ๐Ÿ 

๐Ÿ“ข Bank of England Base Rate ๐‘๐ž๐ฆ๐š๐ข๐ง๐ฌ ๐”๐ง๐œ๐ก๐š๐ง๐ ๐ž๐ ๐Ÿ‘๐ŸผThe Bank of England has decided to keep the base rate unchanged. While t...
31/07/2026

๐Ÿ“ข Bank of England Base Rate ๐‘๐ž๐ฆ๐š๐ข๐ง๐ฌ ๐”๐ง๐œ๐ก๐š๐ง๐ ๐ž๐ ๐Ÿ‘๐Ÿผ

The Bank of England has decided to keep the base rate unchanged. While this provides some stability for borrowers and savers, itโ€™s still important to review your mortgage and financial plans to make sure youโ€™re getting the best deal.

Whether youโ€™re approaching the end of a fixed-rate mortgage, looking to remortgage, or simply want to understand how todayโ€™s decision affects you, weโ€™re here to help.

Get in touch today for a free consultation:
๐Ÿ“ž Lisa Trainor: 07730481109
๐Ÿ“ž Lisa Poland: 07511907305
๐Ÿ“ž Natalie Charleton: 07714164122

28/07/2026

๐–๐žโ€™๐ซ๐ž ๐›๐š๐œ๐ค! ๐Ÿ‘๐Ÿผ

After a lovely summer break, we're back in the office and ready to help with all things mortgages, protection and financial planning.

Whether you're buying your ๐Ÿ๐ข๐ซ๐ฌ๐ญ ๐ก๐จ๐ฆ๐ž, ๐ซ๐ž๐ง๐ž๐ฐ๐ข๐ง๐  ๐ฒ๐จ๐ฎ๐ซ ๐ฆ๐จ๐ซ๐ญ๐ ๐š๐ ๐ž or ๐ซ๐ž๐ฏ๐ข๐ž๐ฐ๐ข๐ง๐  ๐ฒ๐จ๐ฎ๐ซ ๐ฉ๐ซ๐จ๐ญ๐ž๐œ๐ญ๐ข๐จ๐ง, we're here to guide you every step of the way.

Get in touch to book your appointment โ€“ we look forward to hearing from you.
๐Ÿ“ž Natalie Charleton: 07714164122
๐Ÿ“ž Lisa Trainor: 07730481109
๐Ÿ“ž Lisa Poland: 07511907305

Just a little notice to let you know that our office will be closed for two weeks while our team takes a well-earned bre...
09/07/2026

Just a little notice to let you know that our office will be closed for two weeks while our team takes a well-earned break. โ˜€๏ธ

If youโ€™re due a mortgage renewal, thinking about moving, or would like to review your protection, we will be back in the office on Monday 27th July ๐Ÿ‘๐Ÿผ

Thank you, as always, for your continued support. We look forward to helping you after our break. ๐Ÿซถ๐Ÿผ

Moments like these are what itโ€™s all about ๐Ÿซถ๐Ÿผ๐ŸกA huge congratulations to Natalieโ€™s clients on collecting the keys to thei...
09/07/2026

Moments like these are what itโ€™s all about ๐Ÿซถ๐Ÿผ๐Ÿก

A huge congratulations to Natalieโ€™s clients on collecting the keys to their new home! Receiving these beautiful flowers and a thoughtful card was such a lovely surprise - helping our clients through one of lifeโ€™s biggest milestones is a privilege, and being part of that journey is something weโ€™ll never take for granted. ๐Ÿ‘๐Ÿผ

Thank you for putting your trust in Peak Financial Solutions, and enjoy every moment in your new home! โœจ

Helping our clients take their first step onto the property ladder is what it's all about ๐Ÿ A huge thank you for your kin...
01/07/2026

Helping our clients take their first step onto the property ladder is what it's all about ๐Ÿ 

A huge thank you for your kind words, and for trusting the lovely Lisa Poland to be part of your journey. ๐Ÿซถ๐Ÿผ

Thinking about buying your first home? Get in touch, we'd love to help.

๐Ÿ“ฑ DM us or contact us directly:
๐Ÿ“ž Natalie Charleton: 07714164122
๐Ÿ“ž Lisa Trainor: 07730481109
๐Ÿ“ž 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

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