Athena Wealth Planning Ltd

28/03/2024

Wishing you all a wonderful long Easter weekend! Our advice doors reopen on Tuesday 2nd April at 9am 🐣

10/03/2023

Fantastic update from our friends in the team at Lakeview.

State pension missing years
Good news HMRC have now given you until the 31st of July 2023 to pay voluntary National Insurance into any missing years. Check your rights to state pension if you are not sure:
https://www.gov.uk/check-state-pension

04/12/2022

A fabulous training session with Sevenoaks The Sevenoaks CPR Charity for the team - informative, thorough, and enlightening - highly recommended.

13/05/2022

We’ve had a fabulous week welcoming Torsa for her year 12 work experience this week. When we asked why she wanted to be a Financial Planner she said ‘because I’m good at maths and I want to help people’, a perfect blend with the Athena values. So we built a personalised & packed schedule, working with our wonderful Athena team and valued professional partners at Thackray Williams, Quilter Cheviot and Financial Divisions, and it’s been fabulous fun. Torsa, it’s been a pleasure, and you are an absolute credit to yourself, you should be very proud of your achievements, it is very clear that you will be successful in your journey. We wish you all the very best, keep in touch!

15/03/2022

Spot on DNA - as always.

These 30 tips can help you cut down your tax bill and put more pounds in your pocket.

10/03/2022

If you were unable to work for an extended period, would you be able to continue to pay your mortgage? Several types of insurances may help you, should you not be able to work.

At Athena, we can help you find the perfect protection for you, your family, your business and your situation.

15/02/2022

We know that when you run your own business your personal and business finances can often be intertwined. At Athena, we can help you manage your finances in harmony and get them working as hard as possible towards your future.

10/02/2022

Would you like to help your children get a foot on the property ladder? We can help you explore both your and their options to help start their next steps in the best possible way.

11/11/2021

Lest we forget, we will remember them. 🌹