Blackdown Financial

03/06/2026

A small mystery to solve, can you help?

A thoughtful gift of chocolates was sent to Neil, but no name was included. If this was you, please do let us know as we would very much like to thank you. 💚🍫

02/06/2026

Our commitment to the community. 💚

Investing in our community is at the heart of what we do - supporting local events, charities, and organisations that help our area thrive. We’re proud to play an active role in creating real, lasting impact.

At our core, we believe that a successful business is one that gives back.

Read all about our commitment to the community here:

Investing in our community is at the heart of what we do – supporting local events, charities, and organisations that help our area thrive. We’re proud to play an active role in creating real…

01/06/2026

A little throwback to when Gaby, Lisa, Neil & Caroline completed the St Margaret's Somerset Hospice Colour Run a couple of weeks ago. We had more photos to share & couldn't resist sharing them! 👏👏

You can still support them here if you can: https://www.justgiving.com/page/blackdown-financial 🌈

28/05/2026

We're here to help if you need any advice or support. 💚

📞 : 01823 321616
🖥️ : www.blackdownfinancial.co.uk

HMRC has provided new details on how inheritance tax will apply to pensions from next year.

28/05/2026

I was with a client recently who is on the cusp of stopping work and moving to the next phase of life (I try to avoid using the work “retirement” prefer “next phase of life”).

This is a key life event with many factors to be considered - here's the main areas we discussed...

🔗

I was with a client recently who is on the cusp of stopping work and moving to the next phase of life (I try to avoid using the work “retirement” prefer “next phase of life”). This is a key life event…

26/05/2026

The sunshine certainly helps! 💚

From £1 kids’ meals to discounted cinema tickets and budget-friendly outings, Which? has rounded up the best ways to keep your family occupied this holiday.

26/05/2026

Get mortgage-ready this summer ✔️🏡

Do you have hopes to buy? Whether you’re looking to get on, move up or down the ladder, your property dreams are possible with a little preparation. Here’s how you can get yourself prepared to be mortgage-ready this summer. 🏡

✔️ Check your credit score
✔️ Consistency is key
✔️ Go through old accounts
✔️ Register to vote
✔️ Maximise your deposit
✔️ Seek independent advice

Read more detail & get in touch here: https://www.blackdownfinancial.co.uk/2024/07/31/get-mortgage-ready-this-summer/

21/05/2026

Yesterday Simon, Charlie and Melissa attended the SimplyBiz Conference at Sandy Park.

A valuable day of insight, with key themes including the growing importance of trust and demonstrating value, navigating today’s evolving investment landscape, and supporting clients through increasingly complex retirement decisions.

With continued focus from the FCA and Consumer Duty, it’s more important than ever that advice delivers not just outcomes – but confidence and clarity for clients.

Thank you to SimplyBiz for a great event. 🤝

20/05/2026

20/05/2026

Happy !

The theme for National Numeracy Day this year is 'Count on Your Community'. Millions of people across the UK lack confidence when it comes to numbers. But that can change and a bit of mutual encouragement and support from your community can make a world of difference.

Check out all the resources available to you from National Numeracy to help you build your number confidence & explore some of our top tips via the poster below.

Here's their resources for Adults: https://www.nationalnumeracy.org.uk/numeracyday/adults