Thomas Davies Financial Planning

Thomas Davies Financial Planning Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Thomas Davies Financial Planning, Financial planner, Rhondda Cynon Taff, Ferndale.

I help my clients with their Retirement and Investment Planning, as well as their Mortgages and Protection needs.
*Your home may be repossessed if you do not keep up repayments on your mortgage.

08/02/2023

Paying into a pension is a great way to save for your long-term future. It’s tax-efficient too, here’s how tax relief on your contributions works...

www.tdfinancialplanning.co.uk

Boost your pension pot before tax-year end!⭐ Making full use of your tax allowances broadens your options and choices wh...
25/01/2023

Boost your pension pot before tax-year end!

⭐ Making full use of your tax allowances broadens your options and choices when planning and investing for your retirement.

⭐ Managing the assets you have today tax-efficiently will help you achieve the lifestyle you imagine in later life.

⭐ Using the full range of tax breaks available on ISAs, pensions, dividends and capital gains will help boost your pension pot, ready for your retirement.

For more information: https://lnkd.in/eiCJa--R

https://lnkd.in/e9HPKPsi

As the old Chinese proverb goes: “The best time to plant a tree was 20 years ago. The second best time is today”.Don’t d...
17/01/2023

As the old Chinese proverb goes: “The best time to plant a tree was 20 years ago. The second best time is today”.

Don’t delay putting money into your Pension. The earlier you start, the lower the ”cost of delay”.

www.tdfinancialplanning.co.uk

06/01/2023

Many of us will have a money-related goal among our New Year’s Resolutions.

As we head into the weekend, here are our top 5 tax-smart habits to get into before the end of the tax year:

🌟 Make the most of your tax allowances.
🌟 Break the "last-minute" tax habit.
🌟 Get your papers in order.
🌟 Use the HMRC App to organise your paperwork.
🌟 Speak to a Financial Adviser on a regular basis.

The New Year is always a time for review and a time for planning. For anyone thinking about their retirement plans recen...
04/01/2023

The New Year is always a time for review and a time for planning. For anyone thinking about their retirement plans recently, this is a great read and food for thought...

The Pensions and Lifetime Savings Association have released new figures, highlighting what they believe would give you a minimum, moderate or comfortable standard of living.

Is your Pension on track to provide you and your family with the standard of living you would like in retirement?

https://lnkd.in/eG4wFnxF

29/03/2022

Don’t let your tax allowances go to waste - here’s our checklist of things to do before the end of the tax year.

Deadline: 5th April 2022.

The way you access your funds can make a big difference to how much tax you’ll pay in retirement.When it comes to access...
17/03/2022

The way you access your funds can make a big difference to how much tax you’ll pay in retirement.
When it comes to accessing your retirement pots, advice is essential to make sure you're doing it in the most tax-efficient way possible.
Contact us now to find out more.

Short-term volatility is disconcerting. Are you considering changing your investment approach? Whilst no one can predict...
09/03/2022

Short-term volatility is disconcerting.
Are you considering changing your investment approach?

Whilst no one can predict the future, there are plenty of examples from history that show the impact tends to be short-lived, and over the long-term markets are resilient.

28/02/2022

Pensions are a smart ingredient to use when it comes to planning for your financial future...

15/02/2022

How much do you need to save for a comfortable retirement? Here’s an idea of what various levels of income in retirement will pay for – and how big your pension pot will need to be to achieve that.

For a no obligation financial review contact me on:
07411769613
[email protected]

If you're a business owner and you've made a profit this year, here's some options for withdrawing that money...
08/02/2022

If you're a business owner and you've made a profit this year, here's some options for withdrawing that money...

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Rhondda Cynon Taff
Ferndale

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