Olivia Financial Planning

22/05/2024

People who know me, know that i am passionate about sport.................the same people also know that i am (at best) average at sport ⚽️🥊⛳️
My passion now is to help any sports men and women in the UK to navigate the unique financial position they may find themselves in.
If you know anyone who may benefit from working with a client focussed, sports mad financial planner then please feel free to reach out to me.

Financial own goals: five mistakes elite sports stars typically make

25/04/2024

Last Wednesday I had the pleasure of celebrating with Portsmouth Football Club after their amazing achievement of winning the league and getting promotion to the championship!!
The legend Micky Quinn was full of stories and skipper Marlon Pack got player of the year which was well deserved.
Big thank you to Chris Salmon of SG Fleet for the invite it was a great evening

09/03/2024

So my 11 year old CEO and figure head of Olivia Financial Planning turns 12 today, and I couldn’t be prouder happy birthday livvy Lou xx

01/03/2024

When people save money for the future, they only tend to think of interest, however the other word beginning with the same letter can have even more of an impact on the value of your money.
Looking outside of the banks, to maintain the buying power of your money can sound complicated but i am more than happy to help.

Investing to beat inflation for the long-term

19/02/2024

Are you forward thinking? 🤔

📆As we approach the end of the Tax Year, it's crucial to start thinking about your tax planning for the forthcoming year-end.

💼Whether you're a business owner or an individual, strategic tax planning can make a significant impact on your financial well-being.

Contact me today for advice and to help you to navigate the complexities of the tax landscape and set the stage for a financially successful year ahead!
Taxation rules can change at any time and are dependent on individual circumstances. ☎️✉️📧

01/02/2024

So the mortgage is paid off........Hooray!!
Now what??
This can be an amazing opportunity to make your money work for you to give you the financial security you desire.
If you have reached this impressive moment in your life and are wondering what do next get in touch as i would love to help.

Paid off your mortgage? Time to invest in yourself

12/12/2023

Get ready for Nathan pointing out the obvious………
Everybody benefits from good financial planning!!
Whether you are considering your retirement planning (free tip you should be) or are looking to protect your family & current funds or if you have any other questions or queries about how your money can work better FOR YOU! Please take the time to read the next and most important line……….
It costs precisely £0 to get your name in this diary for a chat with me in 2024 so rather than leaving it for later let’s get planning for a better future for YOU today.

01/12/2023

People have asked me what I do and why I do it so I thought I’d explain ⬇️

My why, my inspiration, my everything!!
Olivia…….. (see what I did with the company name? Clever right?)
She made me realise that the thing I enjoy most is helping people and then a couple of years, later after meeting an inspirational man who is a mentor to me, I realised how I could HELP almost everyone!!!
The conversation I had with my daughter when explaining what I do now went something like this-
“A doctor helps you when you are poorly but who helps the doctor? Daddy does”
“A hairdresser helps you when you need your hair done but who helps the hairdresser? Daddy does”
“A builder helps you build a house but who……… you get the idea!!
Everybody needs a retirement plan of sorts and everybody deserves the opportunity to protect what they hold dearest to them, I feel very privileged to have worked so hard recently to now be in the position of being able to HELP with both of these things and many more!!!
I’m looking forward to meeting and HELPING as many people as possible to teach my daughter that helping other people achieve their goals is the best way to achieve yours!!!

21/11/2023

Olivia Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority