JCM Financial Planning Limited

26/05/2026

This week, we're pleased to share a positive review for John Munton 🌟

So many people talk about retiring early - and this client was able to retire nearly 4 years earlier than expected thanks to John's advice and support!

Real evidence that working with an independent financial adviser can help you achieve your financial goals ✔️

12/02/2026

Thinking about retirement but not sure if you’re really ready? 💡

Retirement doesn’t usually announce itself in your mind as a clear decision with a fixed date. For many people, it comes into view gradually, through small, incremental shifts in how they feel about their work, how they spend their free time, and their goals for the future.

You may not be planning to retire soon; in fact, you may not even be sure whether you want to. But, if some of the experiences below feel familiar, it could suggest that retirement is starting to move from a distant idea to something closer, more personal, and worth paying attention to.

📖If you’ve been wondering whether it’s time to take the next step, this article is a great place to start:
https://eu1.hubs.ly/H0rJ0q60

06/02/2026

🎯 Retire on Target Week is coming! 🎯

Join us February 23rd-27th 2026 for five days of free resources to help you plan the retirement of your dreams!

Here's what you'll get access to:
✨ Free live webinar on retirement planning
✨ Brand new retirement planning tools (early access!)
✨ Drop-in clinics with Independent Financial Advisers
✨ Expert articles and exclusive insights

BONUS: Register now and you'll be entered into our prize draw to win a luxury Fortnum & Mason Hamper! 🎁

Ready to take the next step toward your ideal retirement?

👉 Sign up now: https://eu1.hubs.ly/H0rqXPN0

06/02/2026

If you're 5-10 years away from retirement, you're at a pivotal moment. The choices you make now can shape your entire retirement experience. We know it can feel overwhelming, so, as part of Retire on Target Week, we're hosting a free webinar covering both the money side and the mindset side of retirement.

We'll explore:
💰 Financial essentials with Russell Bruce - how to structure your finances, understand your income needs, and use cashflow modelling to see if you're on track.
🧠 The psychological journey with Anne and Jane from Retirement Pathways - the 8 keys to successful retirement and how to prepare mentally for this life transition.

Your retirement should be everything you've worked for. Let's make sure it is.

👉 Sign up now: https://eu1.hubs.ly/H0rtgKX0

06/02/2026

Did you know that, if you sign up to Retire on Target Week, you'll be entered into our prize draw to win a Fortnum & Mason hamper? 🌟

So, not only will you get access to 5 days of events, tools, and tips, you could win this collection of F&M bestsellers!

Sign up here: https://eu1.hubs.ly/H0rtjN80

Full Terms & Conditions: https://eu1.hubs.ly/H0rtjzf0

06/02/2026

31/01/2026

A practical, supportive guide to identifying what you want from your ideal retirement before focusing on the numbers, with practical questions to help you get started with confidence.

31/01/2026

This week is CISI’s annual Financial Planning Week, a brilliant initiative that highlights the real value of having a clear, structured financial plan. We’re proud to help raise awareness of how financial planning can transform long term wellbeing and confidence.

If you’d like to better understand the benefits of having a financial plan in place, our experienced team is here to help.

Book your free, no obligation initial chat with one of our independent financial advisers and take the first step towards a brighter financial future.

📅 https://eu1.hubs.ly/H0rgMGL0

31/01/2026

As we mark CISI’s Annual Financial Planning Week, we’re highlighting the real value of financial advice — not just in the outcomes you can measure, but in the peace of mind you experience along the way.

Our new whitepaper explores what “value” truly means for clients:
🔍 What value actually looks like in practice
💬 What our clients tell us they value most
🧭 How we help you build the retirement you want
🛤️ A clearer, more confident journey to (and through) retirement

It also introduces our Personal Value Statement, created for every client to clearly show the value of advice in their own life.

Read the full whitepaper here: https://eu1.hubs.ly/H0rgK9p0

31/01/2026

On the final day of Financial Planning Week, we're sharing some recommended reading, all on the topic of retirement. Each article explores a different area of how financial planning can support you with your retirement goals, decisions, and planning.

Read now:
What is a comfortable retirement? A guide to planning for the future - https://eu1.hubs.ly/H0rjg9q0
Adviser Insight: Retirement planning from all angles - https://eu1.hubs.ly/H0rjgtX0
How to retire early in the UK: 5 steps to planning an early retirement - https://eu1.hubs.ly/H0rjgR80
‘What’s Your “Why” for Retirement?’ part 1: Why goals are important and how to determine yours - https://eu1.hubs.ly/H0rjhd50
What is flexible retirement and is it right for you? - https://eu1.hubs.ly/H0rjg5L0
How much money do you need to retire comfortably in the UK? - https://eu1.hubs.ly/H0rjhs90
Top 5 tips for retirement planning - https://eu1.hubs.ly/H0rjg310

31/01/2026