Lisa Anderson - Chartered Financial Planner

Lisa Anderson - Chartered Financial Planner Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Lisa Anderson - Chartered Financial Planner, Financial planner, Falcon House, Wells.

Lisa is a highly qualified Chartered Financial Planner with 17 years of experience who is empathetic, patient and dedicated to achieving successful outcome for her clients.

We’ve all got topics we only discuss with the people we trust the most – and I’d bet that for most of us, money is one o...
09/03/2022

We’ve all got topics we only discuss with the people we trust the most – and I’d bet that for most of us, money is one of them.

I know how daunting it can be to open up about your financial situation with a stranger, which is why I put so much emphasis on building close, trusting relationships with my clients.

I pride myself on offering a compassionate, confidential service, that’s always personal - because the solutions you need may be very different from those I arrange for other clients.
What’s more, your goals will change as the years go by. If you work with me, I’ll ensure that your plan can change with them.

Want to learn more? Give me a call on 07776300265, or leave a comment below.

You can’t reach your financial targets by luck alone. That’s why it’s so helpful to have an expert to help you make the ...
02/03/2022

You can’t reach your financial targets by luck alone. That’s why it’s so helpful to have an expert to help you make the most of your money.

I believe the answer is a carefully costed plan, based on your personal circumstances and the objectives you have set yourself.

I’ll put my recommendations into a personal report, with the strategies you need to reach your financial goals.

Your plan can cover every aspect of your financial future and include investments, protection and a pension, with the products you need to deliver the kind of financial growth and security you want.

Please don’t hesitate to call me on 07776300265, or leave a comment below!

(The information contained in this post is based on the opinion of Continuum and does not constitute financial advice or a recommendation to suitable investment strategy, you should seek independent financial advice before embarking on any course of action. The Financial Conduct Authority does not regulate deposit accounts and personal finance.)

I’m delighted to be working with the fantastic team at Continuum to help clients right around the Mendip region achieve ...
28/02/2022

I’m delighted to be working with the fantastic team at Continuum to help clients right around the Mendip region achieve their financial goals. If you’d like to be one of them, don’t be afraid to give me a call on 07776300265!

You work hard for your money, so it also needs to work for you! Ideally, you want it to grow to provide a cash lump sum ...
23/02/2022

You work hard for your money, so it also needs to work for you!

Ideally, you want it to grow to provide a cash lump sum for your future.

The traditional way of doing this was to open a savings account. However, although savings accounts are secure, with easy access to your cash, interest rates are now so low, savings accounts cannot keep up with inflation.
This means that instead of watching your money grow, you will actually see its buying power and therefore its true value, whittled away over time.

Investing may be a better solution. A Stocks and Shares ISA could potentially provide an opportunity to beat inflation (however the returns are not guaranteed) with the aim of protecting the money you put in and potential growth from the taxman.

At Continuum we can help you find a product that lets you invest on a regular monthly basis, making investing as easy as saving and potentially much more rewarding.

If you would like my help with this, I’d be delighted to hear from you. Call me on 07776300265, or leave a comment below!

(The information contained in this post is based on the opinion of Continuum and does not constitute financial advice or a recommendation to suitable investment strategy, you should seek independent financial advice before embarking on any course of action. The Financial Conduct Authority does not regulate deposit accounts and personal finance.)

Here's one of my top tips that may help you deal with debt! For more insights like these, check out my article in this m...
16/02/2022

Here's one of my top tips that may help you deal with debt! For more insights like these, check out my article in this month's edition of The Leveller. The Langport Leveller LevellerLive

(The information contained in this post is based on the opinion of Continuum and does not constitute financial advice or a recommendation to suitable investment strategy, you should seek independent financial advice before embarking on any course of action. The Financial Conduct Authority does not regulate deposit accounts and personal finance.)

Are you struggling with debt? Then paying off credit cards should be a priority. Not only are they likely to be large th...
14/02/2022

Are you struggling with debt? Then paying off credit cards should be a priority. Not only are they likely to be large this time of year, interest rates are always high.

However, 0% balance transfer offers may be available. Transfer your balance and pay it off before the offer runs out.
Once you have paid off the cards and any loans, you will find your monthly cash surplus is even larger!

I may be able to help you get your finances back on track – give me a call on 07776300265, or leave a comment below.

(The information contained in this post is based on the opinion of Continuum and does not constitute financial advice or a recommendation to suitable investment strategy, you should seek independent financial advice before embarking on any course of action. The Financial Conduct Authority does not regulate deposit accounts and personal finance.)

As many of us have found over the last two years, debt is easy to fall into, very hard to get out of – and a big barrier...
11/02/2022

As many of us have found over the last two years, debt is easy to fall into, very hard to get out of – and a big barrier to financial security and building wealth.

The money that should be working for you and your future is being spent on interest instead.

The January credit card bills were probably a sobering moment.

If you have debt, it is time to deal with it. Start by working out how much you have coming in and where it really goes.

Your big bills, mortgage, council tax and car payments are easy. Now we are all going cashless, you can also see all the little things, the daily coffee, the bottle of wine on a Friday night, even the daily newspaper, on your online statement.

Keep a close eye on these expenses, and maybe 2022 can be the year you get on top of your finances!

If you’d like some friendly financial advice, please don’t hesitate to call me on 07776300265, or leave a comment below!

(The information contained in this article is based on the opinion of Continuum and does not constitute financial advice or a recommendation to suitable investment strategy, you should seek independent financial advice before embarking on any course of action. The Financial Conduct Authority does not regulate deposit accounts and personal finance.)

Continuum is a partnership of Independent Financial Advisors that champion clear, concise and experienced financial advi...
11/02/2022

Continuum is a partnership of Independent Financial Advisors that champion clear, concise and experienced financial advice. We equally provide modern online tools so you can securely view your financial affairs.

By streamlining our system with these technologies we are able to spend more time building our relationships with our clients, so that we can provide unique and beneficial monetary advice.

In my job, you meet people from all walks of life – and the thing you very quickly learn is that everyone is unique. Eve...
12/01/2022

In my job, you meet people from all walks of life – and the thing you very quickly learn is that everyone is unique. Everyone has their own priorities and experiences – and everyone is in a different financial situation.

That’s why, when someone comes to me for advice, I put so much emphasis on getting to know the person in front of me. The better I know you, the more effectively I can help you plan for the future.

Let's start a conversation. Call me on 07776300265, or leave a comment below.

Did you see my article in last month’s Leveller – “Don’t give the taxman an early Christmas present”? We all want to pay...
05/01/2022

Did you see my article in last month’s Leveller – “Don’t give the taxman an early Christmas present”? We all want to pay less tax not just at Christmas, but all year round. The good news is that it is usually possible to reduce your tax liabilities with some expert help. I provide help with all financial matters including tax reduction, so let me help you with my expert advice, found in this article. The Langport Leveller LevellerLive

(The information contained in this article is based on the opinion of Continuum and does not constitute financial advice or a recommendation to suitable investment strategy, you should seek independent financial advice before embarking on any course of action. The value of investments can fall as well as rise and you may get back less than you invested. Taxation and trust advice is not regulated by the Financial Conduct Authority.)

At some time or other, we’ve all thought about what we’ll leave our love ones when we pass on.Naturally, it is easy to g...
29/12/2021

At some time or other, we’ve all thought about what we’ll leave our love ones when we pass on.

Naturally, it is easy to get confused about gift giving and tax, thanks to the complexity of tax rules.

If your estate is worth more than £325,000, there could be inheritance tax to pay, at a rate of 40%. But this threshold can be increased to £650,000 if your spouse left everything to you, because transfers between spouses are exempt, and you would inherit their allowance.

There is also another exemption for the value of a family home called the residence nil rate band, currently set at £175,000. The personal representative would need to claim the Nil Rate Band (or unused proportion) and the Residence Nil Rate Band from HMRC as these would not be inherited automatically.

There are ways to reduce the impact of IHT on those you leave behind. To find out what they could mean for your loved ones, don’t hesitate to give me a call on 07776300265 for a free consultation!

Finally, on another note, I’d like to wish you all a very happy new year!

(The information contained in this post is based on the opinion of Continuum and does not constitute financial advice or a recommendation to suitable investment strategy, you should seek independent financial advice before embarking on any course of action. The value of investments can fall as well as rise and you may get back less than you invested. Taxation and trust advice is not regulated by the Financial Conduct Authority.)

I can’t quite believe it, but Christmas is nearly here again! Today is my last day in the office until the 28th of Decem...
23/12/2021

I can’t quite believe it, but Christmas is nearly here again! Today is my last day in the office until the 28th of December, when I’ll be working until the 30th. Then, I’ll be off for my New Year break until January the 3rd.

I’d like to take this opportunity to wish all my wonderful clients and followers a fantastic Christmas, and I look forward to serving you again in the New Year.

Address

Falcon House
Wells
PL75JY

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