Martin Jeffers Wealth Management

22/03/2024

Great early morning strategic retirement planning session with new client Jamie McNeil, Director of Autosmart Harrogate, Autosmart International. Retirement planning is partially about being kind to your future self (so that you don't have to worry about money when you do stop working) and the earlier you start the more likely you are to achieve your financial and retirement goals. Thank you Jamie for your confidence and trust, I look forward to working with you and Tara in the years ahead.

31/01/2024

Fantastic retirement planning session with new clients Muna Ebongalame, Senior Vice President of Customer Success Ideagen and Catherine Ebongalame, Director of Pathway to carbon zero ltd.
I look forward to working with you both in the years ahead.
I ultimately end up working with new clients from introductions from my existing clients, so big thanks to Marcelle Porteous BCAv, (ex Salesforce) now, Customer success Director, VRP Consulting for the introduction.

11/10/2023

When you start your own business it can be easy to be so focussed on the business that you forget about your ultimate exit and retirement strategy. Fantastic financial planning and goal setting meeting with new client Giovanni Thompson, Director Autosmart Oxfordshire, Autosmart International.
Thank you for your confidence and trust Gio, I am really looking forward to working with you and Naomi to achieve your retirement goals in the years ahead.

19/07/2023

When you run your own business it can be easy to be so focussed on the business that you forget about your ultimate exit and retirement strategy. Fantastic financial planning and goal setting meeting with new client Dominic McGarry, Autosmart International.

Thank you for your confidence and trust Dom, I am really looking forward to working with you and felicity in the years ahead.

17/07/2023

Did you know you can simultaneously build wealth for your future retirement while taking money from you business in a very tax efficient manner? Great financial planning session with Ash Dent, Director of Autosmart North East Lincolnshire, Autosmart International earlier today. Thanks for your confidence and Trust Ash, I look forward to working with you and Laura in the years ahead.

12/07/2023

Great financial planning / financial goal setting meeting with new client Marcelle Porteous, formerly of Salesforce and now in her new role as director of customer services at VRP Consulting. Thank you for your confidence and trust Marcie, I look forward to working with you to achieve your financial goals in the years ahead.

21/06/2023

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18/05/2023

Q. So you've started a new business - when should you start thinking about retirement planning and building wealth for your future.

A. As soon as possible

Great retirement planning session with relatively new business owner - Alex Maltman, Director of Autosmart London West, Autosmart International.

Thanks for your confidence and trust Alex. I look forward to working with you and your family in the years ahead.

Pension contributions remain a very tax efficient way to take money from your business while simultaneously building wealth for the future.

If you have questions about financial planning, feel free to get in touch.

04/05/2023

How much money will I need in Retirement? When can I retire? What do I need to do to make sure I am on track?

Great retirement planning / goal planning session with new client Gareth Bills, National Accounts, Autosmart International. Thanks for your confidence and trust, I look forward to working with you and Rachel in the years ahead.

If you have questions about your retirement plan, don't hesitate to get in touch.

02/05/2023

Inflation is impacting the amount of money you will now need in Retirement.

The amount individuals and couples need to enjoy a comfortable, moderate or minimum standard of living in retirement has risen by almost 20% in the past year.1

You may need to rethink your long-term plans, perhaps working for longer or winding down from work over several years to reduce the pressure on your private pension.

Has the definition of a comfortable retirement changed?

20/04/2023

Both pensions and Stocks and Shares ISA can play a tax efficient part in your retirement strategy. Great retirement planning session with Andrew Bates, International Logistics Manager at Production Resource Group. Thanks for your confidence and trust Andrew and I look forward to working with you in the years ahead.

If you would like help with retirement of general financial planning, please feel free to reach out.