Muldoon Financial Planning

Muldoon Financial Planning Muldoon Financial Planning is an Appointed Representative of and represents only St. SJP Approved 29/4/2025

James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

Last month I was invited to Farnworth Rose Solicitors for their monthly lunch and learn 🥪🤓I delivered a presentation to ...
16/06/2026

Last month I was invited to Farnworth Rose Solicitors for their monthly lunch and learn 🥪🤓

I delivered a presentation to some employees about the importance of saving, the impact of inflation and the benefits of investing 📈💰

It was quite an interactive session with some great discussions had over some fantastic food! Thanks to Farnworth Rose for having me, I hope you enjoyed!

28.05.2026 💍🤍The greatest day of our lives ❤️
01/06/2026

28.05.2026 💍🤍

The greatest day of our lives ❤️

20/05/2026

Thank you Locals Through the Lens ❤️👏🏼

👏🏼👏🏼👏🏼
20/05/2026

👏🏼👏🏼👏🏼

It was Colne networking for me this morning at Tubbs of Colne which was a great meeting 👏🏼 the topic of the morning was ...
13/05/2026

It was Colne networking for me this morning at Tubbs of Colne which was a great meeting 👏🏼 the topic of the morning was how networking has worked for us all.

Then I was off for my final suit fitting for my wedding in a few weeks. Those who know me personally won’t be surprised to know that I’m currently waiting for my pants to be taken up 🤣 So admin catch ups it is 👌🏻

Two weeks until our big day 💍💒

How well do you know your pension?💰Just because you have a pension doesn’t mean to say that it’s set up in the most appr...
07/05/2026

How well do you know your pension?💰

Just because you have a pension doesn’t mean to say that it’s set up in the most appropriate way.

More often than not, I find it’s probably not.

Recently, I met a new client that had held an old workplace pension in a cash deposit account since the 90’s 🤯

In the last 10 years, that fund has lost 27% in spending value due to the impact of inflation 📉

This client presumed that because they had a pension, it was suitable. It’s important that you take advice from someone who can explain your arrangements in simple terms and help you to understand them. The earlier you engage with a professional, the more chance they can make an impact on your future 🫡

🚶🏻‍♂️☀️ Netwalk - Padiham & Burnley BANG ☀️🚶🏻‍♂️This morning at Padiham & Burnley BANG we decided to mix things up sligh...
22/04/2026

🚶🏻‍♂️☀️ Netwalk - Padiham & Burnley BANG ☀️🚶🏻‍♂️

This morning at Padiham & Burnley BANG we decided to mix things up slightly and go for a ‘Netwalk’. What a day for it 🙌🏼

Our next meeting on the 6th May is a Visitors Day so if there are any local businesses in Padiham and Burnley that are interested in growing their business through networking then give me a shout and we would love to welcome you down 👏🏼

🎉 Happy Birthday to us 🎉Today marks Muldoon Financial Planning’s 2nd birthday 🙌🏼 How has it been two years already?! The...
17/04/2026

🎉 Happy Birthday to us 🎉

Today marks Muldoon Financial Planning’s 2nd birthday 🙌🏼 How has it been two years already?!

There are so many people who have been a massive part of this short but incredible journey so far, and I can’t thank them enough ❤️

It’s important to me that I celebrate these milestones in what sometimes can be a highly intense environment - so today along with my support team at Cipher Administration, we will enjoy a dress down day, chippy dinner and an abundance of snacks 🤣

Here’s to the future - more milestones, more memories and more of doing what I love ❤️

Weekly Round Up This week has marked the beginning of the 26/27 tax year. With that, comes a reset of our tax allowances...
10/04/2026

Weekly Round Up

This week has marked the beginning of the 26/27 tax year. With that, comes a reset of our tax allowances for the next twelve months⏳

This week I have been:

- Helping existing and new clients fully maximise their £20,000 ISA allowance for the tax year - remember the key benefit here is that ISA’s help shelter your money from tax ✅

- Helping a new client make sense of their pension situation. Full review of their existing pensions to be completed, along with a full cash flow analysis showing their income position at their intended retirement age 🫡

- Helped some new clients fully protect their mortgage against the event of death. They now know that if the unexpected happened, they have cover in place to take care of their mortgage when they need it the most 🏠👬

Happy Friday all ❤️

Today marks the last working day of the 25/26 tax year, the last month has been chaos 🤯👏🏼Over the last few weeks I’ve be...
02/04/2026

Today marks the last working day of the 25/26 tax year, the last month has been chaos 🤯👏🏼

Over the last few weeks I’ve been:

- Fully maximising any unused ISA allowances✅
- Helping clients tax plan for different scenarios by the use of pension contributions✅
- Clients making employer pension contributions prior to the end of their financial year✅

Oh, and managed to fit my stag party to Benidorm in too, which was very civilised of course 🤣🤒

Address

Office 10B Business First Business Centre, Liverpool Road
Burnley
BB126HH

Telephone

+447727164411

Website

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