Joanna Oxley - Independent Financial Adviser

29/09/2023

Children who talk about money with their parents are more likely to have better money management. Talk Learn Do can give you the confidence to start those money conversations with your kids. Start now and give your kids money skills for life. https://ow.ly/551Q50POXxE

23/09/2023

Talking money with your kids doesn’t have to be boring. With Talk Learn Do, we have tips and tools for how you could use activities to teach your kids about money in a fun way. Visit our page to find out more. https://ow.ly/oCZ650PNsuE

08/12/2022

If you qualify for Pension Credit you could be on average £3,500 a year better off.

Eligibility criteria apply

Visit http://ow.ly/NFUS50KvT2s or call 0800 99 1234

23/11/2022

The easiest and quickest way to get your National Insurance number, tax code, income and employment history is through the HMRC app .

The app is free and secure, and you can download it on:

iOS - https://apps.apple.com/gb/app/hmrc/id514561561

Android - https://play.google.com/store/apps/details?id=uk.gov.hmrc.ptcalc&hl=en_GB&gl=US

23/11/2022

If you're over State Pension age and on a low income, it’s easy to check whether you’re eligible and missing out on Pension Credit

Check your eligibility today at Pension Credit: http://ow.ly/jMss50KvTT6 or call 0800 99 1234

21/06/2022

The official countdown is on to my first marathon (London) and with less than 16 weeks to go my training is in full swing. I still have a lot of money to raise though for the amazing baby charity Tommy's so any donations, however big or small will be much appreciated and put to brilliant use.
This incredible charity carry out research that focuses on preventing miscarriages, still births and other complications throughout pregnancy as well as supporting parents and families who have lost little ones. Unfortunately, in the UK, 1 in 4 pregnancies ends in miscarriage, 60,000 babies are born prematurely each year and approximately 7 babies are stillborn everyday. These are staggering statistics that affect so many of us and Tommy's are working hard to reduce these deaths and make the UK the safest place to give birth.
Any donation to support this work would be greatly appreciated 💕 👣
Thanks for taking the time to visit my JustGiving page.

Help Joanna Oxley raise money to support Tommy's, the baby charity

08/11/2021

It's day one of Money and Pensions Service's .

Find it hard to talk about money? You're not alone! But having these conversations improves financial capability and helps us gain control of our money.

This week we're talking money with almost 1000 young people in partnership with 15 schools and youth organisations.

More info https://lnkd.in/dmqq8AFv
Free resources to use at home or school https://lnkd.in/d9K3i7B

08/11/2021

New on Octo: 'Treading a new path'

Sam Shaw chats to Joanna Oxley from PLAN MONEY LIMITED and Tom Redmayne from GRANITE COAST LTD in this podcast as they talk about the future of advice as part of our Building Better Financial Services programme.

Listen to our latest podcast https://lnkd.in/gT5xy8KX

09/09/2021

https://www.providusfinancial.co.uk/it-wont-pay-out-and-other-financial-protection-myths-busted/?fbclid=IwAR1vqpdzR2SU9Rp4v2ddPg7bIbKgEWJvO7CblcsDP-5W26IzAyVDZxul9dw

Most people in the UK do not have any type of financial protection. While there may be a good reason for some, in others it’s a decision that’s sparked by myths. It could mean you’re missing out on financial protection that could provide financial security when you need it most. According to t...

01/04/2021

https://www.bbc.co.uk/news/business-56576295

Lots of changes to household bills, tax and other elements of finances take place in the course of a week.

09/03/2021

https://www.ftadviser.com/protection/2021/03/04/what-impact-has-increased-transparency-had-on-underwriting/

Appling for personal financial protection insurance (such as life cover, critical illness cover or income protection) used to be an arduous process, but much has improved recently. Plan Money has been at the forefront of embracing technology to make the application process easier. In this article we contribute to the debate.

Prior to the emergence of the internet in the 1990s the protection underwriting process involved information laboriously changing hands via fax and post