John Stevenson MBE

Building trust with your financial adviser goes beyond managing numbers—it’s about creating a partnership that provides guidance throughout your life’s biggest moments. Chapter 3 of The Real Life Advice Report, commissioned by St. James’s Place, and carried out by Opinium reveals how deep, long-term relationships with advisers help clients navigate key financial decisions and plan for the future. Hansa Wealth Management 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 21/10/24  #RealLifeAdvice

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Financial Planning for Business Owners Welcome to our in-depth guide on financial planning tailored for business owners and company directors. As a business leader, your financial planning goes beyond simply driving your company's growth—it also plays a crucial role in securing your personal financial future. Developing a customised financial strategy that balances both your business and personal needs is key to long-term success. In this blog, we'll explore the essential components of financial planning specifically designed for leaders like you. Read the full article here:

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Wednesday Future Forward Series: Diversification with Unit Trusts Unit trusts provide a flexible way to diversify your investments, spreading risk across various assets and maximising potential returns. Discover how unit trusts can help you achieve your financial goals, whether you're aiming for growth or income. Connect with our advisers today to find the perfect fit for your portfolio! #FutureForward #UnitTrusts #OldMutualNamibia

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For financial advisers only. Do you have clients approaching or in-retirement using drawdown SIPP portfolios? And would you like to explore how a new guaranteed income producing asset, provided by our Secure Lifetime Income solution, could improve the outcomes you deliver for them? Find out how you could integrate this new asset inside your clients’ drawdown SIPP investment portfolios here.#JustBlends https://ow.ly/CfCO50ST2wC

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ROI Budget 2025 Please find attached our summary of the measures announced yesterday in the ROI Budget 2025 #FarrellAndFarrell #crossbordertaxadvisors #crossborder #taxadvisors #uktaxadvisors #roitaxadvisors #accountantcountydown #accountantnearme #newryandmourne #accountantscodown #accountantsnewry #ROIBudget2025

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🎥 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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One of the most important aspects of financial planning is helping your clients manage their pensions, portfolios, and contributions effectively. Our Adviser SIPP gives you the flexibility to consolidate your clients' pensions, manage their portfolios, and make contributions all in one place. With the Adviser SIPP, you can provide your clients with a streamlined and efficient way to manage their finances while giving them access to a wide range of investment options. Plus, with our easy-to-use platform, you can stay on top of your client's investments and make adjustments in real time, ensuring that their portfolios remain aligned with their financial goals. Discover more here: https://lnkd.in/dKwmwrG #FinancialPlanning #AdviserSIPP #InvestmentManagement #PensionPlanning #PortfolioManagement #RetirementPlanning #Finance #Investments #FinancialAdvisor

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We can evolve to meet your clients' changing needs and support them long term, through a tailored partnership that understands your client’s goals and offers a truly personal approach to investing. Our Bespoke Investment Management Service aims to understand your client’s goals, and our investment managers regularly check in to ensure our approach continues to protect and grow your clients’ wealth while meeting their changing needs. Capital at risk https://lnkd.in/eRKhgygC #Investing #InvestmentManagement #Bespoke

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Bring value to your business ventures with a trust advisor. Our sister company, Tax Derby, delivers more than just a tax return. Their priority is to provide you with innovative and cutting-edge tax strategies to help your business grow and give you a clear picture of your financial future. 🔎 https://bit.ly/3wxkA3R #TaxDerby #IroncladAF #TaxStrategy #FinancialPlanning

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Plan ahead for your future with our partner company, JLM Wealth. 🌱 Get independent financial advice on pensions and investments.  👉 Find out if a review is right for you – contact us at 01462 455 655.  - THE VALUE OF YOUR INVESTMENTS CAN GO DOWN AS WELL AS UP AND YOU MAY NOT GET BACK THE FULL AMOUNT INVESTED. #FinancialPlanning #WealthAdvisors #FinancialAdvice

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Want to build an investment strategy but don't know where to start? Our financial advisers can help. Work with investment experts who take the time to understand you and your goals, and find the right solution for you. We can provide investment advice and work collaboratively with you to develop a plan which is tailored, expert and effective Discover our holistic investment service and get the clarity you need to have confidence in your investment plan. Capital at risk. https://lnkd.in/eBdKSw5Q #Investing #Investment #FinancialAdvice

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❗ Don’t ignore your peers – they think you should watch this webinar! Leading experts from FE Investments, FE CashCalc and Just Group plc demonstrate how you can establish best practice for your retirement planning advice, in light of the FCA’s thematic retirement review. Catch up on: - How to meet retirement client needs with a flexible approach and focus on investment outcomes - Practical case study bringing best-practice to real retirement scenarios - Products to consider incorporating into your retirement planning toolkit ➡️ Watch on demand here: https://hubs.ly/Q02M8SnL0 Yannis Katsis Dip PFS IMC, Daniel Middleton, David Scholes #FinancialAdvisers #FinancialAdvice #Retirement #FECashCalc #FEInvestments

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🎙Your very first Financial Planning Podcast teaser! Here's a sneak peek of the very first episode of the Financial Planning Podcast - in this episode, Lewis sits down with the wonderful Kate Wooding from GODDARD PERRY CONSULTING LIMITED Kate has an inspiring journey working her way up from being a paraplanner to now playing a key role in the management side of the business. 🎧 You can catch the episode on Tuesday, 11th June, wherever you listen to your podcasts! #financialplanningpodcast #teaser #financialplanningclub #professionalgrowth #financialservices

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