Financial Planning with Brighda Thomas

26/08/2022

How much risk are you taking with your pensions/investments?
Is it too high, too low, or just right?

Here's a few things to think about in under 3 minutes.

Have a wonderful bank holiday weekend.

What's the risk level of your pension/investment? Is that too high, too low or just right for you?Things to think about in this 3 minute video.Have a wonderf...

04/07/2022

A minimum, moderate and comfortable lifestyle will be different for us all, however some idea is better than none when it comes to future planning.

Interesting read...
https://professionalparaplanner.co.uk/how-to-bring-retirement-income-needs-to-life/

20/06/2022

How much of your monthly income should you save towards your retirement? The question is how much can you save.
I'm re-sharing a previous video as now more than ever, we are all trying to priorities where our monthly income goes.
Take a look.
https://youtu.be/6-k9Ls4Zzks

04/03/2022

Tax year end allowances - Use them or lose them

23/02/2021

Training complete, ready for my first volunteering shift.
Excited to be joining the amazing St John Ambulance team.

22/01/2021

With Blue Monday just past us, this video is just one to share the resources, you're not on your own.
Debt - it can happen to anyone, please talk about it, don't struggle alone.

Debt - it can happen to anyone, please talk about it, don't struggle alone.With Blue Monday just past us, this video is just one to share the resources, you'...

21/01/2021

Changes coming in to help protect consumers who don't reach out to an adviser for advice but the below report also stresses that the benefits of seeing an adviser can be huge.

"Research found that taking financial advice on your pensions and investments could leave you nearly £50,000 better off in the space of a decade. A financial adviser can help you to understand how much you can afford to withdraw, how to withdraw from your pension without paying unnecessary tax and how to use other assets and savings to provide an income throughout retirement.”

PENSION holders have been urged to "look closely" at what their pension providers are offering in the coming weeks as new rules are put into place. In two weeks, new regulations from the Financial Conduct Authority (FCA) will force providers to change how they interact with their customers.

15/01/2021

How much should you save each month towards your savings/investments/pensions?
What's your true disposable income?
Should savings a little more each month be more of a priority for you?

How much should you save each month towards you savings/investments/pensions?What's your true disposable income?Should savings a little more each month be mo...

08/01/2021

Have you sorted your *Financial* New Year's Resolution?

Find out how cash plays it's part and how much you should you keep avaliable to help with financial security without holding too much as to jeopardise your goals.

Im here to help you achieve your financial goals, financial security or financial freedom so keep watching.

All the best for 2021!

Have you sorted your *Financial* New Year's Resolution?Find out how cash plays it's part and how much you should you keep avaliable to help with financial se...

06/01/2021

Looking forward to the otherside of lockdown, but for now, we crack on and deal with things as they come.

Introduction 2020 has been a year like no other, and yet – as we will see below – the majority of world stock markets have enjoyed a good year. It...

08/12/2020

A year like no other!
Find our December Market Commentary here;

Introduction Is the end of November a time to celebrate? All the stock markets we cover in the Bulletin made significant gains in the month; the UK’s second national lockdown...

25/11/2020

Ongoing advice is the key. A transaction may be a part of that, but it's usually a small part. The ongoing, continuous reviewing of your objectives and the planning put in place is what will make the difference.

''Speaking to an adviser multiple times over
ten years gave customers, on average, nearly
50% more in their pension savings than
those who only took advice once.''