A chartered IFA providing friendly impartial financial advice. Call us on 01422 349131 to arrange a free discovery meeting. #WealthManagement#LifeAssurance
Proposed reforms may introduce a lifetime cap on tax-free gifts and bring unused pension assets within the scope of IHT from 2027. If you’ve built your estate plan on existing rules, it’s time to revisit it. #InheritanceTax#EstatePlanningiftwm.com/government-conside…
⏳ Are you a pension planner … or a procrastinator?
Many feel overwhelmed by pension choices due to its complexity. But even modest steps, like speaking to your partner, can help you move from procrastination to planning. #PensionPlanningiftwm.com/are-you-a-pension-…
We are proud to be the half-way checkpoint sponsors of Overgate Hospice's iconic midnight walk in a couple of weeks.
We're also taking part ourselves, so if you can spare some money for a much-needed local cause, I'd appreciate you sponsoring us here: justgiving.com/page/ift-midn…
😨 🏥 Worried about affording care in later life? You’re not alone.
👉 67% of UK adults share the concern
👉 63% fear running out of money
If staying independent and in your own home matters to you, start planning now. #LaterLifePlanningiftwm.com/two-thirds-of-uk-a…
🧓📉 Nearly half of UK retirees don’t trust their pension will last. One in three fears they can’t meet basic costs.
📞 Get in touch to review your retirements plans—let’s secure your future with confidence. #RetirementSecurity#PensionPlanningiftwm.com/financial-security…
🧠 Investing fearlessly starts with 5 essential truths:
1️⃣ Staying invested2️⃣Diversifying3️⃣Compounding
4️⃣Controlling costs5️⃣Staying emotionally grounded.
Want to craft a resilient investment strategy that works for you? Contact us today!
iftwm.com/basic-truths-about…