Sawbridge Financial Planning

Sawbridge Financial Planning 💫 Jargon-free financial advice.

💷 Pensions, Investments and Protection.

📚 17 years of Financial Services experience.

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 🫡

18/05/2026

What should you do?

Well, that depends on you and what your personal aims are, as well as your attitude to risk.

Mortgage rates vs. investment returns have heavily favoured investing for some time, but like all financial decisions, it should be carefully considered with advice where needed.

Always an interesting topic, what would you do?

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Which one?
15/05/2026

Which one?

14/05/2026

Income protection is vital if you don’t have sick pay.

It keeps the money rolling in if you’re too unwell to work through illness or injury.

… and it doesn’t cost the earth.

If your income is your biggest asset, then creating some peace of mind that it’s protected should be on your agenda.

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13/05/2026

An allowable business expense that moves money into your personal name to grow for later…

… win/win.

Education not advice. Seek advice to make the right plan for you.

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Is your money being left behind?The rise in the cost of living means money that isn’t growing properly loses spending po...
12/05/2026

Is your money being left behind?

The rise in the cost of living means money that isn’t growing properly loses spending power.

Be purposeful about where you keep it. Money sat doing nothing is money that’s losing value.

11/05/2026

Start earlier, become wealthier.

More time means more growth potential.

Investing involves risk, seek advice to get it right.

Post for education not advice and growth rates are for example purpose only.

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08/05/2026

Feels like a lot, doesn’t it.

It’s more important than ever to ensure you’re using your money in a tax efficient way.

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07/05/2026

Wildly different outcomes from the same investment.

It shouldn’t happen, but it does.

The default fund for your workplace pension could be giving you far less growth than another available option.

Don’t leave it to chance, make sure you check.

A great article in the times highlighting just how big the difference can be, even for someone with very average income.

This is education, not advice - seek personal advice before making investment decisions which involve risk.

And… follow for useful money content from a qualified financial adviser 🫡

Taking care of tomorrow.Taking tax back today.Tax relief is a great perk of using pensions to fund your future.Follow f...
05/05/2026

Taking care of tomorrow.

Taking tax back today.

Tax relief is a great perk of using pensions to fund your future.

Follow for more useful money info 🫡

30/04/2026

Your children are the most precious thing in your life.

So your protection having some cover for them built in is probably something you’ll want to consider.

Children’s Critical Illness cover is a really valuable add on that you can add to your cover for relatively low cost.

Want to make sure you’re properly covered? Consider getting some advice.

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Address

Walsall

Opening Hours

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

Telephone

+447943211007

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