David Wilkinson

🎥 Client Testimonial: Why Choose Celtic Financial Planning? 🎥 Hear directly from one of our valued clients on why they trust us for their financial advice and planning needs. 💼✨ We pride ourselves on building lasting relationships through transparent, approachable, and tailored advice. Whether you’re planning for retirement, seeking investment advice, or need support with financial protection, we're here to guide you. ⚠️ Risk Warning: The value of your investments may go down as well as up. You may not get back the full amount you invest. Celtic Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority 809204. #ClientTestimonial #FinancialAdvice #WealthManagement #InvestmentAdvice #FCARegulated #IndependentFinancialAdviser #TrustedAdvice

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What’s the ideal Adviser to Paraplanner ratio? 🤔 Some Paraplanners offer one-to-one support, others support up to 5 Advisers and a small number of Paraplanners support 6 to 10 Advisers. At Re:Source Paraplanning we allocate tasks based on each Paraplanner’s individual area of expertise. Certain case types are better suited to certain Paraplanners depending on their skill set and experience. We also try to ensure Paraplanners work with the same Advisers where possible to give them the opportunity to get to know each other better and learn the Adviser’s individual preferences. To learn more about how we work and how we can support you, please get in touch 📩

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🌟 Can You Afford to Retire? 🌟 Unsure if you have enough to retire? At Baker Gladstone & York, we help you determine your retirement readiness and create detailed financial plans to achieve your goals. Our Independent Financial Advisers work closely with you to align your plan with your values and aspirations. Ready to plan for a secure retirement? Call us at 020 8240 4487. #RetirementPlanning #FinancialAdvisors #PersonalFinance #SecureFuture

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🌟 Can You Afford to Retire? 🌟 Unsure if you have enough to retire? At Baker Gladstone & York, we help you determine your retirement readiness and create detailed financial plans to achieve your goals. Our Independent Financial Advisers work closely with you to align your plan with your values and aspirations. Ready to plan for a secure retirement? Call us at 020 8240 4487. #RetirementPlanning #FinancialAdvisors #PersonalFinance #SecureFuture

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🌟 Can You Afford to Retire? 🌟 Unsure if you have enough to retire? At Baker Gladstone & York, we help you determine your retirement readiness and create detailed financial plans to achieve your goals. Our Independent Financial Advisers work closely with you to align your plan with your values and aspirations. Ready to plan for a secure retirement? Call us at 020 8240 4487. #RetirementPlanning #FinancialAdvisors #PersonalFinance #SecureFuture

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🌟 Can You Afford to Retire? 🌟 Unsure if you have enough to retire? At Baker Gladstone & York, we help you determine your retirement readiness and create detailed financial plans to achieve your goals. Our Independent Financial Advisers work closely with you to align your plan with your values and aspirations. Ready to plan for a secure retirement? Call us at 020 8240 4487. #RetirementPlanning #FinancialAdvisors #PersonalFinance #SecureFuture

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Are you looking to purchase new equipment, replace existing assets, or plan a refurbishment? Having the right finance solution in place is essential to meet these needs today and support your future growth, ensuring your business stays on track. Contact us today to learn more or to discuss finance options tailored to your business needs.

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For financial advisers only. There’s a lot for you and your clients to look out for across the rest of 2024. To help you navigate all the advice opportunities, our Pension’s Director, Steven Cameron has written a new article covering all the key updates you need to stay in the loop.   Check out what Steven covers in his article ⬇ For more information you can read his full article here: https://lnkd.in/ggQc4AS5

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Check out our LATEST video all about inheritance tax planning. Let us know what you think in the comments! #inheritancetaxplanning #iht #financialplanning #financialeducation #westerhamfinancialservices #wfs #animationvideo https://lnkd.in/daUEWiua

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Book your place at our paraplanner conference this year and hear Sian Ulia Davies Cole CFPᵀᴹ MCSI Chartered ALIBF discuss useful resources and best practices in her interactive session. Don't miss out, book now: cisi.org/pp24 #paraplannerconference #keynote #paraplanning #insights #CPD #financialservices

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Do you know someone who could benefit from expert paraplanning services? By referring a client to us, you'll gain rewards for yourself. As paraplanners, we handle all the technical aspects of financial planning, freeing you up to focus on building relationships and growing your business. Contact us today to learn more about our referral program and how we can help you succeed. #financialadvisor #paraplanner #referral #financialplanning

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📣 Advisers & Paraplanners - this is for you! Excited to share that the list of MPS providers in the database is expanding! See below list of providers below ⤵️ The 3rd edition of the ESG ACCORD (Accord Initiative) ESG & Sustainable MPS database is now live and it is free to access! 🔍 essential insights into climate, ESG, and sustainable-focused queries (you’ll have no more concerns about the data gap before the FCA intends to publish a Policy Statement and further information about implementation for portfolio managers in Q2 2025!)   🔍 explore and compare a 🌱growing list of MPS providers   📊 Tailored for user convenience, the database allows you to filter, compare, and ensure clients' preferences and objectives align with suitable outcomes   📊 Who is in the ESG ACCORD (Accord Initiative) ESG & Sustainable MPS database? Brooks Macdonald EQ Investors I B Corp LGT Wealth Management Rathbones Asset Management Greenbank Investments RBC Brewin Dolphin Sarasin & Partners LLP Tribe Impact Capital 7IM Affinity Private Wealth Alpha Beta Partners Ltd Aspen Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man) Charles Stanley Copia Capital Management King & Shaxson Asset Management P1 Investment Services Parmenion Quilter Square Mile Investment Consulting & Research Limited Waverton Investment Management Whitechurch Securities Ltd    🚨DFMs: please contact us if you’d like to upload your MPS data (no cost) to the site!   🌐 The MPS Database is free to access via the Accord Initiative website: www.accordinitiative.com   🙏 Thank you to FundSense for powering the database   🙏 Thank you to our MPS database sponsors: Aviva for Advisers, Brooks Macdonald, EQ Investors I B Corp, Greenbank Investments, LGT Wealth Management, RBC Brewin Dolphin, Sarasin & Partners LLP, Tribe Impact Capital, and Analyser    ___ Thanks: Jamie Keen Samantha Cone Neel Shah #modelportfolioservices #AccordInitiative #compliance #esginvesting #climate #sustainableinvesting #financialplanning #esg #wealthmanagement

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📢 Upcoming webinar next week! The Golden Years: Tax planning for clients approaching retirement 📅 Tuesday, 1 October, 10.30am - 10.50am (CPD qualifying) The youngest “baby-boomers” are now 60 years old, and with the majority of UK wealth in their hands, what happens next is crucial. Join us for our upcoming webinar where we will be joined by Technical Connection's Managing Director, Tony Wickenden, and Director and Pensions expert, Claire Trott; alongside Andrew Baird, Strategic Partnership Manager at Downing. Together, they will tackle the following topics: 1. How to create appropriate income strategies that consider an all-asset approach 2. How to apply decumulation ‘best practice’ principles to minimise tax leakage on drawdown 3. Grasping the legislative context in relation to taking income and cash from pensions and transferring the value of pensions Sign up today: https://lnkd.in/eyY_pTAf This webinar is for investment professionals only. #IHT #TaxPlanning #FinancialPlanning #pensions #retirement

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💼 Do Your Clients Need Business Funding? Partner with a Commercial Finance Broker! 💼 As an accountant, your clients rely on you for financial advice. When they need business funding, partnering with a commercial finance broker, like Lawton and Co, can add even more value to your services. At Lawton and Co., we work with accountancy practices to provide tailored financial solutions. Here’s why partnering with a smaller broker like us makes a difference: 🌟 Bespoke Service: We listen carefully to your clients' needs, ensuring our advice is tailored to their specific goals. Your clients will benefit from a level of personal attention. It’s what we’re good at! 🌟 Innovation & Flexibility: Being a smaller broker allows us to quickly adapt to changing market conditions, offering creative, out-of-the-box solutions to your clients' funding challenges. 🌟 Direct Access to Decision-Makers: You and your clients get direct access to decision-makers, which speeds up the approval process and ensures smooth communication throughout. 🌟 Customer-Focused: We’re all about building long-term relationships. Your clients’ success is our priority, and we’re committed to supporting them beyond just securing funding. Help your clients get the funding they need with Lawton and Co. 📧 Contact us: [email protected] #BespokeService #BusinessFunding #FinanceBrokers #AccountantsNetwork

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Lots to digest from Rachel Reeves' first #budget, but not quite as dramatic as a lot of us feared - I guess the biggest thing to celebrate is that we finally have a long-overdue female chancellor...! If you need any advice about how these changes might impact you, then please reach out. 🙂 Comprehensive summary to download below with contributions from 13 of our in-house experts at Sedulo 👇

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