Natalie Norman Financial Planning at BlakeBrooke Financial Advice Ltd

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Natalie Norman Financial Planning at BlakeBrooke Financial Advice Ltd

Helping you live your best life now & in retirement, by creating your financial roadmap to success 🤩

22/01/2025

Almost a year ago (26th January 2024) I spoke at an event called ’Believe’.

I wasn’t asked to be a speaker to talk about financial planning or how I help my clients. I was asked to share my story of how I had started to overcome some of my limiting beliefs to allow me to show up as the best version of myself.

I have continued to do this work with an amazing coach Michele Walsh and it has allowed me to truly believe anything is possible.

1 year on and I couldn’t be happier.

The inner work I’ve done on myself has helped me be the best person I can be and live my life authentically me.

This benefits my family, my friends and the clients I work with.

“If you want to change the future, you must change what you’re doing in the present” - Mark Twain

This is true whether it’s in your personal life, your work life or planning your financial future.

Believe - anything is possible 🤩

21/01/2025

£31.1 billion ‘lost’ in UK pension pots 🤯

Moved house recently or changed job?

Most of us will move house or change job at least once through our working life.

But do you remember to update all your details?

We are pretty good at updating our information with the post office, the bank, the doctors, DVLA, HMRC and other institutions that we come in contact with regularly.

But do you remember to update the information with your pension provider?

As of October 2024
The total value of ‘lost’ pension pots is now estimated to be £31.1bn, new data published by the Pensions Policy Institute (PPI) reveals. This has risen by £4.5bn, from £26.6bn in 2022. Almost 3.3 million pension pots are now considered lost, containing an average sum of £9,470.

This can be largely attributed to members not updating their details with their pension provider when they move house or change jobs.

Don’t let your pension become ‘lost’. Keeping track of built up pension savings can have a huge impact on your future retirement planning.

17/01/2025

When Networking can be this much fun 🤩

Sometimes you just have to let it all out!

💃 Dance - as though no one is watching you

❤️ Love - as though you’ve never been hurt before

🎶 Sing - as though no one can hear you

🌅 Live - as though heaven is on earth

Networking for me is all about making connections and when it can be this much fun, what’s not to love 🥰

16/01/2025

Does anyone else struggle to shout about their successes?

I’ve always been one to play down anything good that I’ve achieved for fear of people judging me and thinking I’m boasting.

But at this week’s location meeting I was mentioned as the 5th top individual adviser for our region in 2024. I was unbelievably shocked and delighted at the same time.

18 months ago I was struggling with really bad imposter syndrome and finding it hard to believe I was good enough. Thinking ‘how am I ever going to be as good as these other advisers’

After working with an amazing coach Michele Walsh for almost 16 months I no longer recognise the person I was. She has helped me ‘get out of my own way’ and believe in myself.

Not only has this helped me but it’s helped my clients too as I’m now so much more confident and self assured that I will do a good job for them and help them achieve their dreams.

So I wanted to share this little success story in the hope that it will inspire you to believe in yourself and know anything is possible.

Have a great day 😁

15/01/2025

I’ve just spent a long weekend away in the Peak District celebrating my very good friend’s early retirement.

It was always his dream to finish work at 55 and enjoy life in retirement. Due to his hard work, dedication and excellent financial planning this has now become a reality.

I am so pleased for him and I know he’s got plans to play a lot more golf for one thing!

Early financial planning really can help you achieve your dreams.

Not everyone wants to retire early but having the choice to have the lifestyle you want on your own terms is totally liberating.

Don’t delay. Starting planning today.

If you’d like any help or guidance you can find more information and contact details on the website. Link in bio xx

08/01/2025

What big dreams do you have for the future?

* Luxury Holidays?
* Buying your dream home?
* Travel the world?
* Retiring at 50?

Imagine if you had someone to help you make a financial plan so you could achieve your dreams

Someone to help you work out what you might need to make those dreams a reality and how much financial commitment you’d need today, to reach those goals in the future

Creating a financial plan early enough can help you achieve whatever your dreams might be.

This is exactly what I help my clients with 😊

More information and contact details are available on the website, link in bio

Don’t delay
Start planning today 😊

07/01/2025

Happy New Year!

How long are we still allowed to say that do you think?

So this is actually yesterdays post that I planned to do on my first day back at work after a lovely Christmas break. However, yesterday didn’t go exactly to plan. I was supposed to be working in our main office and the kids should have been back at school, but we woke up to the entire village being flooded and school closed.

There was one picture captured of someone actually canoeing down the main road!!

It actually made me stop and realise just how lucky we are as a family. Both myself and my husband were able to work from home. School sent out work for my youngest to complete and we were able to stay in the warmth and safety of our home. It turned out to be a very productive day for all of us and actually left me feeling really excited to make the journey to the office today. When I was slightly dreading it yesterday with it being the first day back.

It’s funny how the world can throw different challenges at you that can make you reflect and look at things from a whole new perspective.

Now excited for what the year has to offer.
Motivation Monday is now Take Action Tuesday.

Here’s to 2025 being a great year 🥂 🤩

19/11/2024

“I am the one and only”

I’ve just listened to my favourite song by Chesney Hawks. It might be a bit cheesy but it always makes me smile 😁

It also always reminds me that ‘I am the one and only’. There’s only one of me and whilst there might be many other financial advisers out there, many other wives, mothers, daughters, there is only one of me.

I am unique, and what I offer my clients, my friends and my family is 100% authentic me. I don’t try to be anything I’m not and if you find yourself in my world, I want you to know you are important to me 🥰

31/10/2024

Do you keep track of your pension savings?

I met with a new client recently who had not kept track of his pension plans over the years and had never had them reviewed. It turned out that 2 of his plans were coming up to an end date and could not continue past the clients next birthday. Also stating that if he didn’t take action he would lose any entitlement to the tax free cash available.

By moving his plans into a more modern pension arrangement he is not only able to access his pension in a much more flexible manner but also is able to retain access to the 25% tax free cash that he would otherwise have lost, and can now take this any time he chooses.

It’s fair to say he was pretty happy being able to hang on to the £26,360 tax free lump sum he might have lost! 😃

Be pension smart and keep track of your pensions.

Please feel free to drop me a DM if you would like any more information xx

18/10/2024

Thankful Friday - So as we’re almost at the end of the month and it’s my birthday tomorrow, I’ve found myself reflecting on the last 12 months and I honestly don’t recognise the person I was 12 months ago.

I have changed and grown so much in confidence and belief and I am unbelievably thankful for where I am now and everything I have and everything I am.

If you want to change you have to make a change. I’m so happy I did and I couldn’t have done it without the help and support of my wonderful coach

Looking forward to the next 12 months.

I also have the best friends and family around me and I am thankful for them every single day 🥰

What are you feeling thankful for today?

Address

Cornflower Way
East Leake
LE126TG

Website

https://blakebrooke.co.uk/partner/natalienorman

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