Burnett Financial Planning

26/09/2023

There's nothing quite like genuine client reviews to give you an idea of how a company looks after its clients!

09/05/2023

A message to all our little Year 6 buddies and superstars taking SATs this week - you are ALL amazing!

02/05/2023

Royal London have announced 'profit share' for the 7th year running. Royal London are a mutual, which means that they aren't owned by shareholders so profits are passed back to members by way of fee discounts - this is one of the reasons Royal London are so competitively priced and one of our most recommended providers. For more about Royal London's profit sharing take a look here, or better yet, get in touch and we'll be delighted to see whether Royal London can help your retirement plans!

We'll aim to boost your retirement savings by adding a share of our profits to your plan each year.

08/03/2023

Did you catch the Martin Lewis Money Show segment on purchasing extra 'national insurance credits' to boost your state pension? At the time the deadline was the end of March but we've just been told this has been extended to 31st July 2023! We can't state strongly enough how important it is to check this, even if you decide to do nothing about it at least you have the chance to consider it!!! Here's a handy link to information on how to check your contributions https://www.moneysavingexpert.com/news/2023/02/martin-lewis-urgent-state-pension-boost/ and as always, if you would like to chat through your options once you've checked your position we're happy to help!

If you're aged under 70, you have just weeks left to boost your state pension by £1,000s or even £10,000s – so check NOW.

29/09/2022

"Pensions about to go bust" - or at least that's what the press would have you think! What they've not made clear is that the wobble yesterday ONLY affected Defined Benefits pensions and not ALL pensions, and was quickly put to bed by the actions of the Bank of England - if only the press gave a balanced and unbiased report and not this sensationalist headline reporting!

05/04/2022

Congratulations to Darren for being awarded a 'Top rated Financial Adviser' accolade by Vouched For in conjunction with The Times Newspaper! We know he's amazing, but its great to see his hard work and dedication to his clients being recognised by such prestigious companies - no wonder his clients refer friends and family to him!

03/02/2022

Coming up to retirement? This brochure by the Money Advice service gives practical and impartial advice!

We are always available for a chat though if you want something a bit more specific to your circumstances and pension pot, so please do give us a call for a free review from a local independent financial adviser!

01/07/2021

Really helpful little guide to pension tax relief - it can be a bit of a minefield so if you'd like one of our advisers to run you through your options please just get in touch - we DON'T charge for general advice!

Pension tax relief can seem like an alien concept, but it pays to make the most of it.

14/02/2021

If anyone needs help with the online booking system (even if you're not a client of ours!) we're happy to help just message or email us ([email protected]) and we'll give you a ring and get you booked in online whilst we're on the phone!

You can now book or manage your coronavirus vaccination if:

* you are aged 65 and over
* you have previously received a letter saying you are at high risk from coronavirus (clinically extremely vulnerable)
* you are a frontline health or social care worker

https://www.nhs.uk/conditions/coronavirus-covid-19/coronavirus-vaccination/book-coronavirus-vaccination/?fbclid=IwAR0X-sJB8ESnijK3jvFMJ7-SSEfVhBHT_QkXUGQ6GC6gLvdji1pb7bramhY

Book your coronavirus (COVID-19) vaccination using this service if you have received a letter inviting you to book your appointments.

23/10/2020

We are constantly on the look our for the latest financial Scam's but this one is worryingly believable!

Using the name and reputation of a well know investment firm Fidelity International, and providing realistic and well put together literature, this Scam offers investment returns of between 2.75% and 5.75% through fixed rate ISA Investment Bonds. These are significantly higher rates than currently expected to be available for such a product although there are comparable alternatives so they haven't gone into the realms of "if it sounds too good to be true". Designed to cash-in on the exceptionally low ISA rates currently being offered by banks and building societies this shows a level of sophistication not previously seen.

The brochure contains multiple inaccuracies but it would take a trained eye to spot these. There are various typographical errors throughout, and the contact information contained does not relate to Fidelity International, again the eagle eyed might spot the typo's but not necessarily the difference in contact details.

The document also states that the funds would be taken over the phone - a regular method to subvert funds via a scam.

This, along with the ease of social media "hit and run" advertising shows a worrying trend which even the most financially savvy may well fall victim to!

The thing is, this can easily be avoided simply by speaking to a properly qualified Independent Financial Adviser (and no, your bank generally doesn't have independent advisers - they can ONLY advise on products offered by THEIR bank). The truth is that, even without the risk of sophisticated scams, the likelihood for most of us to be able to successfully select an investment, pension or ISA that is properly suitable to our circumstances is very slim. We offer completely free initial advice whether you have a particular product in mind or not and we will ALWAYS be happy to review a product you've found or been offered directly to give you complete peace of mind that you aren't being scammed so please just get in touch if you are thinking of investing and we'll give you proper advice!

23/10/2020

Just so you know, if you run out of food or necessities, or times are just tough, please don’t let you or your kids go to sleep on an empty stomach. Don’t be afraid or embarrassed to send us a private message. We will do anything we can to help. It may simply be a case of dropping off a food parcel and leaving. No one has to know and where others are concerned, it never happened. We are all in this together and together we WILL get through this!