Poole Family Financial

Poole Family Financial Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Poole Family Financial, Financial service, 41 Westbury Avenue, Sale.

📈 Worried about the rapid rise of mortgage rates?If your current mortgage deal is due to end within the next 6 months, y...
11/03/2026

📈 Worried about the rapid rise of mortgage rates?

If your current mortgage deal is due to end within the next 6 months, you don’t have to wait and hope for the best.

You can secure a new rate now.

✔️ If interest rates increase, your deal is already locked in.

✔️ If interest rates decrease, we can simply switch you to the better rate before completion.

That means no risk, just flexibility - a real win-win with the current uncertainty.

If your deal is ending soon, now is the perfect time to start exploring your options.

Pop me a DM to arrange a call.

Feeling daunted with the house buying process?You’re not alone.Information online can contradict itself.This is the only...
17/10/2025

Feeling daunted with the house buying process?

You’re not alone.

Information online can contradict itself.

This is the only step by step process you need to save.

Have an ambition to own your own home?

Reach out and we’ll support you every step of the way.

You can't beat helping a client onto the property ladder 🙌This one came with a number of challenges and a tight deadline...
09/09/2025

You can't beat helping a client onto the property ladder 🙌

This one came with a number of challenges and a tight deadline to work towards.

Everything came together and the clients are now settling into their amazing new home 🥳

The review in full:

"Matt has been a massive help to us and there is no way we could have done this without him.

He has explained everything perfectly and in great detail.

We have already passed Matts details on and will continue to do so in the future.

Thank you for all your hard work Matt and thanks for dealing with us 🤣"

Another happy client 😃

How it started vs how it’s going!!A text landed in my inbox back in June 2020.A young couple looking to buy a house for ...
06/06/2025

How it started vs how it’s going!!

A text landed in my inbox back in June 2020.

A young couple looking to buy a house for their young family.

With them both being self employed, we put a plan in place to get them in a position to achieve their goal.

It was a 12 month plan so we kept in touch regularly.

Fast forward to Aug 2021, Nathan and his partner became the proud owners of their first home 🏡

Since then we’ve been great mates, meeting up regularly and even being gym buddies!

Almost 5 years to the day of first speaking, we had an amazing weekend in Portugal for Nathan’s stag do 🥳🍻

This is by far the number 1 reason I do what I do.

It’s the relationships that are built, well beyond helping someone with a mortgage ❤️

Here are 5 reasons you should avoid using Klarna at ALL COSTS!!Obtaining credit has never been easier than it is right n...
26/03/2025

Here are 5 reasons you should avoid using Klarna at ALL COSTS!!

Obtaining credit has never been easier than it is right now.

Klarna is a form of borrowing and can lead to:

🔴 Spending more than you can afford

🔴 Encourage impulse purchases you may regret

🔴 Feeling out of control of your finances

🔴 Stopping you building good money habits

🔴 Negatively impacting your credit file

So many retailers offer consumers the chance to pay in instalments, this now includes Just Eat, Deliveroo and Uber Eats.

You can now even get a takeaway on credit, the world has gone mad!!

Personally, Klarna feels like the new 'pay day loan'

What do you think of Klarna?

Is 2025 the year where you look to purchase a property?There is a brilliant Chrome extension you can use to track previo...
03/01/2025

Is 2025 the year where you look to purchase a property?

There is a brilliant Chrome extension you can use to track previous property statistics.

This extension shows you:

🟢 When the property was first put on the market

🟢 The initial asking price

🟢 Date the asking price was changed

🟢 What the asking price changed to

This is a brilliant tool that can be used when looking to purchase a property.

You can use this information to your advantage when formulating your offer.

The extension is called:

Property Log.

All you need to do is:

🔵 Open Google Chrome

🔵 Go to Chrome Web Store

🔵 Search 'Property Log'

🔵 Choose 'Add to Chrome'

And you're all good to go.

This works with Rightmove so head to Rightmove.co.uk.

Then search properties as you normally would.

If there have been any changes these will be listed on the main property page.

Have you utilised this tool before?

19/12/2024

Brilliant local business 👏🏽👏🏽

Are you a Ltd company director?Do you plan on applying for a mortgage now or in the future?Want to know how to position ...
17/05/2024

Are you a Ltd company director?

Do you plan on applying for a mortgage now or in the future?

Want to know how to position yourself to maximise your lending as a director?

Then this workshop is for you 🫵🏼

Join us live on zoom.

Monday 20th May 2024 at 7pm

Spaces are limited.

Pop a yes in the comments if you’d like the link👇🏼

I’ll be covering off

✅ Understanding the mortgage application process

✅ Strategies for Ltd company directors

✅ Case studies from recent clients

This is a one off event, don’t miss out!

Do you have Life Cover? If your answer is no, why not? If your answer is yes, have you reviewed this recently?You may ha...
17/04/2024

Do you have Life Cover? If your answer is no, why not? If your answer is yes, have you reviewed this recently?

You may have a current policy that was a perfect fit when you got it, but as we know, circumstances can change quickly. Therefore, it is crucial to ensure that your life insurance is reviewed to make sure you and your loved ones are fully protected in the event of any unexpected circumstances.

Here are a few reasons why a life insurance review is so important:

• Family Protection: Ensuring that your family are financially secure in your absence is the main purpose of life insurance. Our review will help you determine if any current cover is adequate in providing for your loved ones.


• Cost Efficiency: You may be paying more than necessary for your cover or not be receiving the full benefits you could be. We can help find cost-effective solutions that meet your needs and budget.

• Policy Updates: Life Insurance policies have evolved over the years and can offer additional features and benefits. You may be missing out on valuable policy enhancements that can further safeguard your family’s future.

• Life Changes: As your life changes, so do your insurance needs. Our review will ensure that your policy reflects your current financial situation, lifestyle and goals.

• Peace Of Mind: Knowing that your life insurance is up-to-date and sufficient provides peace of mind for you and your family allowing you to focus on enjoying life!

We are here to help you navigate through the jargon of life insurance and work with you to understand your needs and goals. We will then recommend a tailored plan based on your circumstances to ensure you are fully protected should the worst happen.

If you would like to have a review of your life insurance then please either drop us a message or book an appointment at https://calendly.com/poolefamilyfinancial. If you cannot find any suitable times, contact us and we will fit you in at a time convenient for you.

Are you ready to take the next step towards homeownership? Understanding:✅ Your financial situation✅ Market knowledge✅ B...
08/04/2024

Are you ready to take the next step towards homeownership?

Understanding:

✅ Your financial situation

✅ Market knowledge

✅ Budget planning

✅ Credit score

✅ The benefits of homeownership

These are all crucial factors in making this life changing decision.

If you’re unsure about where you stand, we have a tool that can help.

We’ve devised a ‘Homeownership Readiness’ Quiz.

Answering 20 yes/no questions will generate an individual report based on your answers.

Your answers will give you pointers and tips on where you can improve.

It will also confirm your strong points 💪🏼

Want to know your score?

Pop onto our story for the link 👌🏻

What would a mortgage cost on this ideal first time buyer property…Purchase price: £120,000Deposit: £12,000Mortgage amou...
03/04/2024

What would a mortgage cost on this ideal first time buyer property…

Purchase price: £120,000
Deposit: £12,000
Mortgage amount: £108,000
25 year mortgage term

Initial rate of 5.29% until 31/05/2026 with a monthly payment of £649.74.

Representative example: a repayment mortgage amount of £108,000 over 25 years, representative APRC 7.8%. Total amount payable £243,451.32 includes interest of £135,242.64 £0 product fees and other fees of £210.

Repayments: 24 months of £649.74 at 5.29% (fixed), then 276 months of £824.81 at 8.04% (variable). Early repayment charges apply.

Details correct as at 3rd April 2024.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Are you hoping to get on the property ladder soon??

Address

41 Westbury Avenue
Sale
M334WQ

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 4pm

Telephone

+441616694558

Website

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