Sawbridge Financial Planning

Sawbridge Financial Planning 💫 Jargon-free financial advice.

💷 Pensions, Investments and Protection.

📚 17 years of Financial Services experience.

18/06/2026

Truth. Sorry not sorry.

I’m working on some new content to help you better understand yours, so if that sounds like your cup of tea, drop a follow 🙌

There’ll be plenty of time for that, not today.“Alexa, play Vindaloo on repeat”.Come on England 🏴󠁧󠁢󠁥󠁮󠁧󠁿🏴󠁧󠁢󠁥󠁮󠁧󠁿🏴󠁧󠁢󠁥󠁮󠁧󠁿
17/06/2026

There’ll be plenty of time for that, not today.

“Alexa, play Vindaloo on repeat”.

Come on England 🏴󠁧󠁢󠁥󠁮󠁧󠁿🏴󠁧󠁢󠁥󠁮󠁧󠁿🏴󠁧󠁢󠁥󠁮󠁧󠁿

Don’t ghost your old pensions.It may not “feel” like your money right now but it is… and you should treat it that way.No...
16/06/2026

Don’t ghost your old pensions.

It may not “feel” like your money right now but it is… and you should treat it that way.

Not reviewing old plans could mean:

⚠️ They are invested at a level of risk you are uncomfortable with

📉 They are not growing as well as they could be

❓You have no idea what they will do in retirement (until you check in your 60’s and it’s too late)

… or they could be fine.

To have reviewed them properly is the key though, at least once you know, you can be sure that your hard-earned money is working hard for you.

Don’t make the mistake too many people make by leaving it until just before retiring to check, by then you could have missed out on lots of extra money, and extra time, in retirement.

People often confuse the two.A personal pension is accessible far before the state pension… and leaves a legacy for your...
12/06/2026

People often confuse the two.

A personal pension is accessible far before the state pension… and leaves a legacy for your loved ones if you don’t get there.

There’s lots of benefits to investing in a personal pension, so make sure you understand them properly before deciding against it.

08/06/2026

A song that educates about pensions?!

Should be number one if you ask me 🤷🏻‍♂️🤣

(But you should definitely check your retirement is on track).

Follow me for useful info on getting your money right 🫡

All myths.If you like myth-free, useful money info, follow me 🫡
04/06/2026

All myths.

If you like myth-free, useful money info, follow me 🫡

03/06/2026

What a feeling 🤩

There’s nothing I love more than sitting down with a client to review the plan we’ve made… sticking it all into a cashflow report and seeing how they’ve moved retirement a step (or a lot of steps) closer.

Retirement planning doesn’t have to be boring… it can actually get pretty exciting when it’s planned right.

How’s your retirement looking? (If you don’t know, you should definitely look into finding out!).

Follow me for useful money stuff 🫡

02/06/2026

Kicking the video off with a bit of irony…

But if you’re wondering what it’s about, here’s what you need to know:

From next April, the Cash ISA allowance is dropping from £20k per year to £12k per year (for people aged under 65).

The Stocks and Shares ISA allowance is remaining unchanged at £20k.

Some people might have tried to sneakily get around this by opening a Stocks & Shares ISA and keeping cash in it (you can do this and receive interest).

Now, obvs the government won’t allow this to happen, so if you do it… then your cash will be treated like other savings and the returns will be taxed in the same way.

So, simple fix - use a Stocks and Shares ISA for investing.

This can be a great way to grow your money in the medium to long term if you don’t need it.

Now of course this comes with risks that aren’t there when just using cash accounts, so either ensure you do your research or seek advice to ensure you get it right.

There is no need to try and find loopholes to keep your money earning a very basic rate of interest, instead consider the power of investing for making your money grow…

… and don’t get drawn in by scary headlines on social media (like this one… but obvs this one’s an exception 😉)

Oh, and follow me if you like useful money content from a qualified Financial Adviser 🫡

22/05/2026

I haven’t posted all week but I had to come here to say this.

Sad about Maguire.

Sad that so many people are headed for a rubbish retire.

I’ll do what I can to help as many as possible… but please, if you’ve seen this, give it some thought and make sure you’re sorted.

Oh, and follow me too, if you fancy it 🫡

Address

Walsall

Opening Hours

Monday 9am - 8pm
Tuesday 9am - 5pm
Wednesday 9am - 8pm
Thursday 9am - 8pm
Friday 9am - 5pm

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+447943211007

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