Senior Financial Planner & part owner of Multi-Award winning Informed Financial Planning @informedfp | Chartered Firm | All views are my own
Beverley, England
Joined May 2010
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Just recorded Episode 1 of our new podcast with my wife and co-host @j_mcmahon_ . Please keep your eyes peeled for its release coming soon and give it a listen to hear all things ‘Money and Marriage’. #podcast #money #workingtogether #marriage #financialplanning
And as simple as that a new tax year starts again. All the usual allowances are available. #UseThemOrLoseThem #financialplanninghull #pensions #investments #IHTplanning
Happy New (Tax) Year! 🎉Compliance Officer, Lewis Atkinson, has put together the main allowances that you need to be aware of in the 2021/22 tax year. Click below to find out what you have to either use or lose over the next 12 months! 👇 #NewTaxYear ow.ly/Xpd450EhNDZ
Gregg Crawford retweeted
Have you ever thought about taking the plunge and switching your career path up? Well, that’s exactly what our Business Development Assistant, Ellie Dickens, did last year!
Click below to take a look at how she’s finding being on a different team. 👇 ow.ly/EQmj50Edlgf
Tune in tonight at 7.30 over on Facebook
Gregg Crawford retweeted
Happy Friday! In the article below, our Compliance Assistant, Maggie Tsvetanova, discuses ‘The Good, the Bad, and the Ugly’ aspects of the Chancellor’s Budget that he delivered on Wednesday.
Check it out 👇 #Budget2021 #BudgetSummary
ow.ly/yfWz50DRjqd
This weeks At Home with IFP is hosted by me. As always another interesting topic but this time aimed towards those in their 40’s. Get it in your diary and feel free to ask me a question or two.
Tune in with us tomorrow for episode 3 of At Home With IFP! This week one of our advisers, @GreggcIFP, will be here to tell us his 'Top 3 Tips On Financial Planning In Your 40’s'! You can catch Gregg on our Facebook page at 7:30pm tomorrow!
#FinancialPlanning #AtHomeWithIFP
Feeling brave? Take a look at the ONS website to calculate your average life expectancy. Once you know this, you have part of the puzzle to help address your retirement needs. At age 42 I'm apparently half-way? How daunting is yours? 👉🏻 bit.ly/3rJbTLQ
#retirementplanning
At Home with IFP at 7.30pm tonight. Visit our Facebook page and get your questions in. How can you trust financial advice? What should you look out for if you curious about cryptocurrencies? What are the risks involved? #RegulatedFinancialAdvice facebook.com/informedfinanci…
I wrote this to highlight why we are different to many of our local competitors. Being employee owned allows us to future proof our business & ensure we continue to deliver a local & bespoke service with long term career opportunities in the local area.
informedfinancialplanning.co…
Feeling brave? Take a look at the ONS website to calculate your average life expectancy. Once you know this, you have part of the puzzle to help address your retirement needs. At age 42 I'm apparently half-way? How daunting is yours? 👉🏻 bit.ly/3rJbTLQ
#retirementplanning
As well as providing independent advice for our clients, we have have also committed to future proof our business & ensure deliver a local & bespoke service with long term career opportunities locally. #financialplanning #successionplanning #shoplocal
informedfinancialplanning.co…
Our next At Home with IFP is about to start (Thursday 7.30pm) Visit our Facebook page to listen in and ask any questions relating to Long Term Care. Early knowledge in this area is always to your advantage #AtHomeWithIFP @informedFP
facebook.com/informedfinanci…
Our next At Home with IFP starts tomorrow (Thursday) night at 7.30pm. Visit our Facebook page to listen in and ask any questions relating to Long Term Care. Early knowledge in this area is always to your advantage #AtHomeWithIFP @informedFP facebook.com/informedfinanci…
Have you checked out our @instagram account yet? Its certainly worth a follow for your time away from @Twitter
instagram.com/informedfp/
How do you know what service you will get when choosing a financial adviser? Google, TrustPilot and VouchedFor are a great place to start. #financialplanning #pensionplanning #beverley #hessle vouchedfor.co.uk/financial-a…
At Home with IFP starts tonight at 7.30pm. Please visit our Facebook page to ask tonight's Financial Planner any questions you may have. #financialplanning #athomewithifp #Lockdown! @informedFP
facebook.com/informedfinanci…
A great financial planning meeting this week (over Zoom of course) with an existing local business. As well as saving them in excess of £60k in Corporation Tax, we have been able to help build their pension provision for their future retirement #taxplanning #pensionplanning
At Home with IFP starts tonight at 7.30pm. Joe Sanders will be talking all things finance and available to answer any questions Let's build some interaction during #financialplanning #athomewithifp #Lockdown! @informedFP
facebook.com/informedfinanci…
We've boosted our social media presence and are now on @instagram. Please give us a follow to stay up-to-date when you are not scrolling through @Twitter
instagram.com/informedfp/
How do you know what service you will get when choosing a financial adviser? Google, TrustPilot and VouchedFor are a great place to start. #financialplanning #pensionplanning #beverley #hessle vouchedfor.co.uk/financial-a…