Lisa Poland Mortgage and Protection Adviser

04/11/2026

☎️07511907305
📧[email protected]

Great advice, great service and a happy client - Another fantastic review for 𝗟𝗶𝘀𝗮 𝗣𝗼𝗹𝗮𝗻𝗱, who always takes the time to make sure her clients feel supported, informed and confident throughout the process.

🏡 Looking for mortgage advice? Get in touch with Lisa and the Peak team today.

02/11/2026

📞07511907305
📧[email protected]

We are BACK with coffee in hand after a lovely break. ☕️✨

All emails | messages will be responded to as soon as possible. We’re ready to assist you with your mortgage & protection enquiries - so get in touch!

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

29/10/2026

🍂➡️🎄 Anyone else already made the switch? 😅

Just a little reminder that we will be off this Thursday 29th and Friday 30th for a well-earned break before we head into the festive season! ✨

We’ll be back, refreshed and ready to go, on Monday 2nd November. 💚

And yes… once November hits, Christmas has officially begun for us 👏🏼🎄☕️

29/10/2026

🎉 WE HAVE A WINNER! 🎉

A huge congratulations to Áine Colgan who has won our fantastic giveaway of an overnight stay with dinner for two at the beautiful Avoca Hotel, Newcastle! 🥂✨

A massive thank you to everyone who entered and took part in our competition. Keep an eye on our page for more exciting giveaways! From all the team at Peak Financial Solutions. Áine just drop us a DM to claim your prize!

26/10/2026

☎️07511907305
📧[email protected]

A little break for the Peak team! 🎃

After a busy year so far, we want to say a huge thank you to all of our clients for your continued support, recommendations and for trusting us to be part of some very important milestones. 🏡

We’re taking a couple of well-earned days off this Thursday and Friday over the Halloween holidays to recharge, and we’ll be back in the office on Monday 2nd November, refreshed and ready to go!

Thank you, as always, for keeping us busy. 🫶🏼

Lisa, Natalie & Lisa x

23/10/2026

☎️07511907305
📧[email protected]

🏡 When should I get in touch with a mortgage adviser?

Earlier than you might think! Whether you’re starting to think about buying, viewing properties or your current mortgage deal is coming to an end, getting advice early can help you understand your options and feel prepared.

📱 Ready to start the conversation? Get in touch with the Peak team.
📞 Natalie Charleton: 07714164122
📞 Lisa Trainor: 07730481109
📞 Lisa Poland: 07511907305

21/10/2026

☎️07511907305
📧[email protected]

𝗡𝗮𝘁𝗮𝗹𝗶𝗲'𝘀 𝘁𝗶𝗽 𝗼𝗳 𝘁𝗵𝗲 𝘄𝗲𝗲𝗸 ✨

The cheapest cover isn’t always the best.
When it comes to protection, price isn’t the only thing to compare. ✅

A cheaper policy may not provide the same level of cover as another policy.
Look at:
✔️ What’s covered
✔️ What isn’t
✔️ Policy definitions
✔️ The amount insured
✔️ How long you’re covered for

Tip: Don’t compare policies on premium alone. Compare what you’re actually getting for that premium.

💭 Would you know exactly what your policy would pay out for?

If you’re unsure, get in touch:
📱 DM us or contact one of our Advisers:
📞 Natalie Charleton: 07714164122
📞 Lisa Trainor: 07730481109
📞 Lisa Poland: 07511907305

16/10/2026

☎️07511907305
📧[email protected]

💭 “I’m employed, so I don’t really need income protection…”

It’s a common misconception.

You might receive sick pay through your employer, but do you know how much you’d receive and how long it would last?

Income protection is designed to provide a regular income if you’re unable to work due to illness or injury, helping you continue to cover the things that don’t stop just because your income does - your mortgage, household bills and everyday living costs. 🫶🏼

Not sure what cover you already have or whether income protection is right for you? Get in touch with the Peak team and we can talk you through your options.

14/10/2026

If your not in you can’t win 🙌

🎉 𝗪𝗘’𝗥𝗘 𝗔𝗟𝗠𝗢𝗦𝗧 𝗢𝗡𝗘! 𝗔𝗡𝗗 𝗪𝗘’𝗥𝗘 𝗖𝗘𝗟𝗘𝗕𝗥𝗔𝗧𝗜𝗡𝗚 𝗪𝗜𝗧𝗛 𝗔 𝗚𝗜𝗩𝗘𝗔𝗪𝗔𝗬! 🎉

What an incredible first year it’s been after our rebrand & restructure and we couldn’t have done it without the amazing support of our clients, friends and local community.

So, to say a huge THANK YOU, we’ve teamed up with the incredible Avoca Hotel Newcastle and Natalie Charleton Mortgages to give one lucky winner a little treat! 🥂✨

🎁 WIN AN OVERNIGHT STAY AT AVOCA HOUSE WITH DINNER FOR TWO PEOPLE! 🛏️

To enter, simply:
✔️ Follow Peak Financial Solutions & Natalie Charleton Mortgages
✔️Like & share this post
✔️Tag your friends in the comments - each comment counts as one entry!

We’re so grateful for every single person who has supported us throughout our first year. Here's to many more! 🥂

*winner announced 28th Oct on this page.

07/10/2026

☎️07511907305
📧[email protected]

𝗡𝗮𝘁𝗮𝗹𝗶𝗲'𝘀 𝘁𝗶𝗽 𝗼𝗳 𝘁𝗵𝗲 𝘄𝗲𝗲𝗸… 💡

Life changes. Your cover should too.
Bought a house? Had a baby? Increased your income?
These are all reasons to review your protection.
The cover you arranged five years ago may no longer reflect the life you’re living today.

Review your protection whenever there’s a major change in your circumstances, not just when your policy is due for renewal.
💭

If you need to revisit your policy:
📱 DM us or contact one of our Advisers:
📞 Natalie Charleton: 07714164122
📞 Lisa Trainor: 07730481109
📞 Lisa Poland: 07511907305

*Peak Financial Solutions is authorised and regulated by the Financial Conduct Authority. FCA No. 919135.Terms, conditions, exclusions and eligibility criteria apply.