Peak Fifteen Financial Planning

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Peak Fifteen Financial Planning Mark Eldor CFP, Chartered MCSI

22/10/2026

When you have a clear picture of where you want to go financially, it becomes easier to focus on the steps that will help you get there.

Whether you're growing your wealth, planning for retirement or building financial security for your family, having a plan can help you make more informed decisions along the way.

At Peak Fifteen Financial Planning, we help you connect your financial decisions with your bigger goals.

Let's work this out together.

Your pension, savings, investments and mortgage might all feel like separate parts of your finances. But decisions in on...
20/10/2026

Your pension, savings, investments and mortgage might all feel like separate parts of your finances. But decisions in one area can affect another.

For example, how much you save today could influence when you can retire. Paying off your mortgage might affect the money available for other goals. And the way you structure your finances could have implications for your longer-term plans.

Looking at the bigger picture can help you understand how everything fits together and make decisions with your wider goals in mind.

At Peak Fifteen Financial Planning, we help you bring the different pieces together to build a financial plan around what matters to you.

If you'd like to take a more joined-up approach to your finances, get in touch.

Your financial priorities at 25 probably look very different to your priorities at 45 or 65.Buying a home, raising a fam...
19/10/2026

Your financial priorities at 25 probably look very different to your priorities at 45 or 65.

Buying a home, raising a family, supporting children through university, helping loved ones or planning for retirement can all change how you think about money.

The challenge is making sure today's decisions still support the future you're working towards.

Taking time to review your finances can help you understand where you are now and whether your plans still fit your circumstances.

Because good financial planning isn't about having one fixed goal. It's about adapting as life changes.

If your priorities have shifted, it could be a good time to revisit your financial plan.

What’s your magic number? 🎯Knowing how much you need to secure your retirement can feel like a big question, particularl...
16/10/2026

What’s your magic number? 🎯

Knowing how much you need to secure your retirement can feel like a big question, particularly when your financial circumstances are complex.

We worked closely with this client to develop a detailed financial plan, helping them identify the “magic number” they needed to protect to support their future retirement goals.

The result? Confidence, clarity and a plan for the years ahead.

As this review shows, financial planning isn’t just about where you are today. It’s about understanding what you need for the future and feeling confident about how to get there.

Let’s help you find your magic number. Get in touch to start the conversation.

Could your pension be subject to Inheritance Tax?Pensions have long played an important role in estate planning, but cha...
14/10/2026

Could your pension be subject to Inheritance Tax?

Pensions have long played an important role in estate planning, but changes to the rules mean it’s worth understanding how your pension could affect the wealth you pass on to your loved ones.

The interaction between pension taxation and Inheritance Tax could leave some families facing an unexpected tax bill.

Our latest article explores the potential ‘double tax’ trap, what it could mean for your estate and why reviewing your long-term financial plans matters.

Read the full article to understand more: https://www.peakfifteenfp.co.uk/article/detail/sjpp/pensions-and-iht-the-double-tax-trap

Life doesn’t always follow a straight career path.Taking time out to raise a family, caring for a loved one or stepping ...
12/10/2026

Life doesn’t always follow a straight career path.

Taking time out to raise a family, caring for a loved one or stepping back from work for personal reasons can all affect your long-term financial future.

But how do these ‘missing years’ impact your financial plans, and what can you do to help protect your future?

Our latest article explores the impact of career breaks and caring responsibilities on long-term financial planning, and why it’s important to factor these periods into your plans.

Read the full article to find out more: https://www.peakfifteenfp.co.uk/article/detail/sjpp/the-missing-years-caring-career-pauses-and-long-term-planning

Sometimes the biggest barrier isn’t what’s possible – it’s whether we’re willing to take the first step.Keep going. Keep...
08/10/2026

Sometimes the biggest barrier isn’t what’s possible – it’s whether we’re willing to take the first step.

Keep going. Keep learning. Keep moving forward.

With the Autumn Budget now just a month away, there’s plenty of speculation about what the Chancellor might announce – a...
07/10/2026

With the Autumn Budget now just a month away, there’s plenty of speculation about what the Chancellor might announce – and what it could mean for your finances.

From potential changes to tax and pensions to wider economic measures, it’s worth understanding what’s being discussed and considering whether there’s anything you need to review in your own financial plan.

Our latest article looks at what could lie ahead and why staying informed can help you make decisions with the bigger picture in mind.

👉 Read the full article: https://www.peakfifteenfp.co.uk/article/detail/sjpp/autumn-budget-2026-with-a-month-to-go-what-lies-ahead

How much is enough?It’s a simple question, but one that can be surprisingly difficult to answer.Enough to retire comfort...
05/10/2026

How much is enough?

It’s a simple question, but one that can be surprisingly difficult to answer.

Enough to retire comfortably.
Enough to support your family.
Enough to enjoy life now while still preparing for the future.

Financial planning isn’t just about building wealth. It’s about understanding what your money needs to do for you – now and in the years ahead.

Not sure what “enough” looks like for you? We can help you work it out, build a plan around your goals and give you a clearer picture of what your financial future could look like.

Get in touch with our team to start the conversation.

Downsizing could be one option to consider when planning for retirement.For some, moving to a smaller property can relea...
02/10/2026

Downsizing could be one option to consider when planning for retirement.

For some, moving to a smaller property can release capital that could then be used to supplement pension income and support their plans for later life.

Thinking about downsizing? Financial planning can help you understand what the numbers could look like before you make a decision.

Get in touch to arrange a no-obligation initial consultation.

https://www.peakfifteenfp.co.uk/

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56 Hamilton Square
Birkenhead
CH415AS

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+441513059537

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