Kevin Carr

❗ 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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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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The Power of Independent Financial Advice Legacy Wealth Solutions is an independent adviser, putting your needs first. We can assess your current strategy and recommend options like Guaranteed Investments to mitigate potential risks. Contact us for a personalised consultation. https://bit.ly/45YZZSd #InvestmentOptions #WealthManagement #FinancialPlanning

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Dive into the latest insights from Edward Backhouse FPFS as he breaks down the pros and cons of Pensions vs Lifetime ISAs. Whether you’re planning for retirement or exploring your savings options, this comprehensive guide has got you covered. In this blog, Edward covers everything you need to know about pensions and lifetime ISAs and gives tips on workplace pensions. He also discusses the limits on how much you can contribute to your pension and offers tips on maximising your savings. Don’t miss out on this valuable read! Click here to read: https://lnkd.in/eWjgC8yX #RetirementPlanning #Pensions #LifetimeISAs

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Clients stay with financial advisers for more than just returns. Trust, guidance, and behavioural coaching play a key role. Learn more in our latest article by Ryan Murphy! https://lnkd.in/eJ-XiHb4 #FinancialPlanning #BehaviouralCoaching

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DOES YOUR EXISTING INVESTMENT PORTFOLIO NEED SOME FRESH EYES? If you would like someone to review your current investment portfolio, health insurance policy or retirement planning, check out the link below to see how we can help. #BritishExpats #AustralianExpats #ExpatsinAsia #expatlife #financialsecurity https://lnkd.in/ed6S6J-Q

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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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How do our advisers stay one step ahead? 1Life's FNA 1Plan takes both affordability and life stage into account, helping clients stay committed to their financial plans and keeping lapse rates down. https://lnkd.in/dw8m56C7

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Understanding your pension options and how they work is vital to ensuring a comfortable retirement. Explore our latest blog covering some frequently asked questions on pensions and see if we can help you. Read blog - https://lnkd.in/e3aTG2x6 Contact our advisers- https://lnkd.in/eUbf4wHU #Retirement #RetirementPlanning #Pension

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Retirement planning should be at the forefront of everyone's mind. Whether you plan on working till you drop or not, having funds to be able to stop if you want to is the best safety net there is. Let's look at some tips and tricks to help you get there quicker. https://lnkd.in/eda2PWz9 #pension #retirement #old #fund #work #investment #money #cash #invest #retire

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Looking to sell your business? Look no further than Agilis Advisory! www.agilisadvisory.co.uk #SellYourBusiness #AgilisAdvisory #BusinessBrokers #BusinessSales #ExitStrategy #MergersAndAcquisitions #Entrepreneurship

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📊 Planning for Small Business Growth? Start With Smart Financial Planning Growth is exciting, but without a solid financial plan, it can quickly become overwhelming. In my latest podcast episode, I cover three key components of financial planning for small business growth: 1️⃣ Cash Flow Forecasting – Understand how much cash you’ll need to support your growth goals.   2️⃣ Budgeting for Expansion – Allocate resources towards activities that will yield the most growth.   3️⃣ Strategic Investment Planning – Make the right investments to maximise returns and grow sustainably. 👉 Tune in to the full episode here: https://lnkd.in/eUm5f2QZ #BusinessGrowth #FinancialPlanning #Entrepreneurship #SmallBusinessSuccess #Podcast

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🌟 Seeking Financial Advice? Look no further than TTWEALTH! 🌟 At TTWEALTH, we understand that navigating the complex world of finance can be daunting. That's why we're here to guide and empower you every step of the way! 💪💼 Here are a few reasons why you should consider TTWEALTH for all your financial advice needs: 1️⃣ Expertise: Our team of experienced financial advisors are well-versed in all aspects of wealth management. We have the knowledge and skills to help you make informed decisions and achieve your financial goals. 2️⃣ Personalized Approach: We believe that every individual has unique financial needs and aspirations. That's why we take the time to understand your goals and tailor our advice specifically to you. Your success is our priority! 3️⃣ Holistic Solutions: From retirement planning to investment strategies, we offer a wide range of comprehensive services to cater to all your financial needs. We'll work with you to develop a personalized roadmap towards financial freedom. 4️⃣ Trust and Integrity: Your financial well-being is our utmost priority. We adhere to the highest ethical standards and always act in your best interest. With TTWEALTH, you can trust that you're receiving honest and transparent advice. 5️⃣ Cutting-Edge Technology: We combine our wealth of experience with innovative technology to provide you with seamless and efficient financial solutions. Our state-of-the-art tools and platforms ensure that you stay on top of your finances. Ready to take control of your financial future? 🚀 Visit our website at [TTWEALTH.co.uk](https://ttwealth.co.uk/) to learn more about our services and schedule a consultation with one of our expert advisors. Remember, your financial success starts with the right advice. Choose TTWEALTH and let us help you build a brighter and more prosperous future! 💼💰 #FinancialAdvice #WealthManagement #TTWEALTH

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Like all plans, a good financial plan often needs adjusting along the way, and independent financial advice can help you make any changes that you may need, without compromising the success of your long-term goals. #MNConsultancy #FinancialPlanning #FinancialAdvisors #Pensions #FinancialAdvice #RetirementPlanning #Mortgages #MortgageAdvisor

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