Daniel Burke Wealth Management

17/09/2023

🌟 THANK YOU PLAYER SPONSORS 🌟

As our season comes to a close we just want to thank all of our player sponsors for the 2023 season. Please give their social media pages a follow, these business have given vital support to the cricket club this season!

Tom Moulder - Daniel Burke Wealth Management
Caitlin Perry - Drovers Travel
Simon Palmer - Bishops Castle Mayor (Josh Dicken)
Richard Fifield - W.J.Morris & Son
Jonathon Price - Bucknell Nurseries
Edgar Whatley - Sian Rogers Bowen Therapy
Andrew Lewis - Serenity - Sports & Holistic Massage Therapies
Alfie Green - Ynyr Owen
Daniel Green - Inta-Trac UK Ltd
Satch Norton - Kings Head Bishops Castle
Jacob Lewis - Mr T's Pies
Jacob Cintra - Dragons Lair
Rhys Davies - Castle Clothing & Consumables
Jack Perry - Drovers Travel
Tomos Evans - PCB Solicitors LLP
Curtis Pickford - Shepherds Huts, Camping Pods and More
Simon Green - The Kings Head
Joe McKay- Ian Dudley Carpentry & Building
Rhys Evans - Dave Lloyd
Tom Graham - The Three Tuns Inn
Alex Limond - The Three Tuns
Adam Fifield - The Laurels

We will soon be on the look out for player sponsors for the 2024 season. Keep an eye on our social media for more information 👀

09/04/2023

To all our clients, friends and family who are celebrating Easter, we wish you peace and joy this spring. Have a lovely day.

03/04/2023

As we near the end of the tax year for 2022/23, take a look at what changes are coming into effect for 2023/24.

Will any of these affect you?

01/04/2023

All rounder, Tom Moulder is our next player to be sponsored.

Thank you to Daniel Burke Wealth Management for the sponsorship. DB Wealth Management work to provide individuals, families and businesses, with professional advice and solutions, that will help access and protect their finances in a way that best suits their personal needs.

Get in touch with Daniel for more information.
Daniel Burke Wealth Management

24/03/2023

Hello and welcome to our new Instagram page!

We work to provide individuals, families and businesses, with professional advice and solutions, that will help access and protect their finances in a way that best suits their personal needs.

We hope you enjoy the page and content to follow!

07/05/2022

07/04/2022

Financial wellbeing

It is more important than ever that we look after ourselves both mentally and physically, to ensure that we are living a long and prosperous life.

Financial well-being is a term that applies to everyone. It is about feeling secure and in control of your finances both now and in the future. Consider your future, in terms of work, health and caring responsibilities will help prepare a future financial plan.

Money worries are not just about income and debt, it can be caused by a wide range of situations and factors. With some of the biggest financial challenges we face, occurring just once or twice in a lifetime, we do not always have the skills or experience to navigate through them on our own.

A few things we can all do to help our financial well-being.

• Financial health check with a regulated Financial Planner
• Downsize debt
• Use tax allowances
• Retirement plans
• Make a Will

Financial stress can affect anyone – for any number of reasons. It’s important to talk about financial wellbeing and take advantage of the support available.

22/09/2021

Self Employed? Are you planning for your future?

I know a few of my followers are self-employed and through setting up my own business, I can fully understand the hard work and time that goes in to making it a success – and consequently, I can understand why retirement planning may fall to the bottom of your to do list.

Being self-employed means that the responsibility of sorting out your pension and future savings is left down to you. As such an important component to your future, this needs to be well researched and well invested to help provide you with the necessary reassurance.

With an uncertain income and no employer pension contributions, self-employment can make it hard to plan for retirement. But the flexibility it offers has advantages, too.

20/08/2021

£20 BILLION.

This is the estimated figure of either lost or dormant pension pots within the UK alone. Years ago, it was common for people to leave school, start work, and remain with that employer until retirement, when they would collect their pension.

In today’s working climate, the average person will likely have six plus jobs during their working career. Which, when looking back forty years upon retirement age, you can see how easy it can be to forget where you were employed or who your pension was with.

By consolidating your pensions as you move from one job to the next, throughout your working lifetime, can have several benefits. It will allow you to keep track of and manage your savings more easily, as well as generating more investment opportunities to your current fund. This could lead to better growth in the future.

Questions to ask yourself: -
• Have I got several pension pots with different companies?
• Do I know where they are located?
• What do I know about them – how they are invested?

how can you track down your old pensions? here are some useful tips for tracking down your lost pensions.

12/08/2021

https://www.sjp.co.uk/news/understanding-inflation

As prices creep up after COVID-19 lockdowns, how should investors think about it?