Ronan Wealth Management

07/11/2022

Did you know that in the UK today, 5.3 million children go without proper financial education?

That over 11.5 million adults has less then £100 in savings?

That 80% of adults are not comfortable in discussion our finances, even with close family and friends!

Financial education and wellbeing is so important for all of us, but what can you do about it?

Speak to your trusted financial adviser to find out about building brighter financial futures, for us all

Less than half of young people aged 12 to 17 years feel confident that they know how to budget or save*. Many leave school feeling unprepared for managing th...

25/10/2021

Global markets continued their recovery last week, even as the Bank of England suggested an announcement of increasing UK interest rates could happen in the next two weeks. In the UK, inflation dropped to 3.1% in September, compared to 3.2% in August. However last week the Bank of England’s chief ...

22/09/2021

Can’t recommend The Azul Monkey enough. Great food and coffee and so accommodating. Held a business meeting there and my clients loved it.
Give it a try, you won’t be disappointed Thanks Kelly and Marcus 👍

11/06/2021

Investing in retirement carries a unique set of risks, which heightens the importance of taking the right amount of risk to reflect your individual goals and circumstances.These risks carry a set o...

24/05/2021

A lovely way to start the week with Goldie and the Iron Men on Crosby beach. Have a good one folks.👍🐕

21/05/2021

Friday Family Finance where education meets finance...

Was your child born between September 2002 and January 2011?

Do you know where your Child Trust Fund is?

Over 4.5million children qualified for Child Trust that could potentially have a value of £1500!

Watch the video and see how you could be getting your Child Trust Fund or Junior ISA to work harder for your children.

17/05/2021

Would you like to ensure that your savings and pensions are helping to sustain our planet for your children and their children?

Do you know where your pension is invested and who it is invested with?

By selecting the correct socially and environmentally conscious companies, we can have 27 times more of a positive impact on the environment than we could do individually.

Selecting the right companies to fit in with your financial planning can be tricky but with all of St. James's Place’s external fund managers being signatories to the Principles for Responsible Investment, and are required to integrate ESG factors into their investment process, it could not be easier.

Speak to your trusted financial adviser to get more information on how you can make our planet a better place for future generations.

Having your cake and eating it too?While all of this theoretically means that investing in line with ESG principles should lead to better returns, does this bear out in reality? An increasing amoun...

16/04/2021

Well done to all our Wi******er Avenue neighbours who completed the 92second ice foot challenge for Motor Neurone Disease. Watch it on North West Tonight at about 6:50 tonight.

26/03/2021

Friday Family Finance where education meets finance.

Finances do not have to be complicated. Put a plan in place, speak to a trusted financial adviser, make the plan a reality, live your life and make those dreams happen.

26/03/2021

Friday Family Finance.

Following on from last Friday post , details of free webinar explaining options at retirement.

19/03/2021

Friday Family Finance where education meets finance....

It is never to early to start planning your retirement.

Check that pension paperwork tucked away in a draw as it could make a difference to your retirement.

An summary of the common types of pension and what it could mean for you.

12/03/2021

Friday Family Finance where education meets finance.

Looking after the health and well-being of your family, maintaining your standard of living, looking after your friends and neighbours: just some of the priorities we may have for the future?

Protecting your families finances and standard of living is the topic for today’s post.