Avail Financial Planning

Avail Financial Planning We provide holistic advice through financial and wealth planning to secure your financial future.

26/01/2024

This one is for business owners 📢

As our fitness financial check for January comes to a close we wanted to talk about tax efficiency in your business.

With just over two months to go until the end of the tax year it is vital you review your finances.

Being tax-efficient is key to maximising your profits and minimising your tax
liabilities.

Don't leave money on the table!

Book a no obligation consultation today to explore tax-saving strategies and
make the most of available allowances.

https://www.availfinancialplanning.co.uk/contact



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Avail 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)

SJP Approved 10/01/2024

Do you want to improve the performance of your investments?Thrilled to see another client's success story on VouchedFor ...
25/01/2024

Do you want to improve the performance of your investments?

Thrilled to see another client's success story on VouchedFor after reviewing their pension and ISAs! 📈✨

Regularly checking and optimising your investments is crucial to maximise returns and secure your financial future. Don't miss out on potential growth opportunities – book a no obligation review today and let's ensure your pensions and ISAs are working as hard as possible for you.

https://www.availfinancialplanning.co.uk/contact



The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as go up. You may get back less than you invested.

The reviews shown on this profile have been gathered and displayed directly through VouchedFor and have not been verified by SJP.

Avail 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).

SJP Approved 10/01/2024

23/01/2024

What is Tax Mitigation?

Watch the video to find out more 👀

19/01/2024

Let’s talk business wills 🧑‍⚖️📃

Do you have one in place?

Business protection is crucial for ensuring your hard work remains secure. 🛡️

Implementing strategies like business wills:

✅ Shields your company from unexpected events
✅ Safeguards assets
✅ Ensures a smooth transition in times of change.

Don't leave your business vulnerable – let's discuss tailored protection plans to fortify your business's future.

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Avail 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).

SJP Approved 11/01/2024

18/01/2024

Do you want to be able to retire on your terms?

On of our clients was able to do just that.

Watch this video to find out more. 👀

Sound familiar?This is a myth! Even the most financially savvy individuals benefit from a budget. Tracking expenses:💡 Re...
17/01/2024

Sound familiar?

This is a myth!

Even the most financially savvy individuals benefit from a budget.

Tracking expenses:

💡 Reveals spending habits
💡 Highlights areas for improvement
💡 Empowers better financial decisions

A budget isn't about restriction; it's about understanding and controlling your money to achieve your goals.

Do you budget?

16/01/2024

Understanding your cash flow is the key to financial success! 💰

This video shows the cash flow modelling and forecasting tools we use to understand where in the future you will be looking to take your income from and how we can make your finances as tax efficient as possible.

Cash flow modelling helps you visualise how money moves in and out of your accounts, giving you a clear picture of your financial health. Whether you're planning for the short or long term, creating a cash flow model can guide your decisions and ensure financial stability.

Need help getting started or want to refine your cash flow strategy?

Let's chat.

https://www.availfinancialplanning.co.uk/contact



_____________

Avail 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)

SJP Approved 10/01/2024

12/01/2024

How is your Avail Finance Check going?

In the month of January we are encouraging you to look at the fitness of your
finances.

Hands up if you have protection insurance 🙋

We have seen firsthand the importance of safeguarding your financial future. Unexpected events can shake up our lives, but having protection insurance acts as a safety net, ensuring you and your loved ones are shielded from the unforeseen.

Protecting Your Future Matters! 🛡️

This is why today’s task is to review your protection insurance. Get that paperwork out and understand what you currently have in place.

Consider the following:

🏡 Home, family, and income are invaluable. Yet, they can be vulnerable. Protection insurance steps in during challenging times, covering mortgages,
debts, and sustaining income when you might need it the most.

😷 What if illness, injury, or unexpected circumstances disrupt your ability to work or provide? Protection insurance eases that burden, granting peace of mind
while you focus on recovery and family.

🤍 Investing in protection insurance isn’t just about finances; it’s about securing
your dreams and aspirations. It's about ensuring that the life you've built doesn't
crumble due to unforeseen circumstances.

Let us know if you complete today’s task and how you get on.

'A man who does not plan ahead will find trouble right at his door.' Wise words, especially when it comes to your finan...
11/01/2024

'A man who does not plan ahead will find trouble right at his door.'

Wise words, especially when it comes to your finances! Planning ahead isn't just smart—it's crucial. Here's why:

✅ SECURE YOUR FUTURE: Planning today ensures a smoother financial journey tomorrow. 💰

✅ EMPOWER YOUR CHOICES: Be in control of your money, not the other way around. 💪

✅ PREPARE FOR THE UNEXPECTED: Life's surprises are less daunting when you're financially prepared. 🛡️

✅ GROW YOUR WEALTH: Strategic planning lays the foundation for financial growth. 🌱

Don’t wait for trouble to knock at your door. Start planning today for a more secure tomorrow!

Do you have a long term financial plan in place?

Always committed to you ☑️We are making it our mission to ensure that we empower you through education and support to cr...
10/01/2024

Always committed to you ☑️

We are making it our mission to ensure that we empower you through education and support to create great financial plans that in turn create the financial security you desire.



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Avail 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)

SJP Approved 29/11/2023

How important is your business’ financial wellbeing to you? 💰Here are 5 things that business owners can do in 2024 to en...
09/01/2024

How important is your business’ financial wellbeing to you? 💰

Here are 5 things that business owners can do in 2024 to enhance their financial wellbeing:

1️⃣ Streamline your budgeting and cash-flow planning. Keep it simple! Complicated spreadsheets aren’t always as effective as you think.

2️⃣ Focus on cashflow management for 2024 and break it down into a simple strategy.

3️⃣ Can you cost save? Review insurances, utility bills, premises costs?

4️⃣ Set aside an emergency fund so that unexpected expenses don’t take a toll on day to day cashflow

5️⃣ Review and renew your business plan.

Don’t forget a business plan should be a working document, not only to ensure that you are aligned with your financial goals but also if you are starting to plan towards an exit strategy.

Plant the seeds and your business will grow. 🌱

Don’t get fined!Remember to pay your tax bill by 31st January 2024.
08/01/2024

Don’t get fined!

Remember to pay your tax bill by 31st January 2024.

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Unit 4 Aspen Farm
Woburn
MK179HD

Opening Hours

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

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