Pierre Bertolotti

❗ 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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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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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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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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Preparing for pension tax relief changes? Cashflow planning is key to navigating these shifts, helping advisers provide tailored advice that safeguards their clients' retirement plans. At Twenty7tec, we offer powerful solutions to ensure you're equipped for any scenario the Autumn Budget may bring. Want to find out how? Book in for a chat today: https://loom.ly/qIsY2lY #autumnbudget #wealthadvisor

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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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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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𝗧𝗵𝗲 𝗳𝗶𝗿𝘀𝘁-𝘁𝗶𝗺𝗲 𝗯𝘂𝘆𝗲𝗿’𝘀 𝗴𝘂𝗶𝗱𝗲 𝘁𝗼 𝘀𝗮𝘃𝗶𝗻𝗴 𝗳𝗼𝗿 𝗮 𝗽𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗱𝗲𝗽𝗼𝘀𝗶𝘁 Saving a deposit to buy your first home might seem like a daunting task. Read on this practical guide to discover what you need to know and pick up some handy tips that could help you become a proud homeowner. _____ TPD Wealth Management Ltd. | Chartered Financial Planners based in Stockport #TPDWealth #mortgage #property #deposit

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Considering cash to diversify your client proposition? Find out how Wrap's integrated cash solutions can help clients reach financial goals 👉 https://ow.ly/8lcZ50TsUmK Capital at risk

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With our guidance, you can take control of your finances and turn your financial dreams into reality. Start budgeting today! #tradebuk #financialadvisors

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Employers and financial advisers – are your employees or clients looking for simple ways to save money? Our article highlights some money-saving tips and tricks to help them take control of their finances ✅ https://lnkd.in/e725wHBp

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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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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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Will yesterday's budget lead to growth and investment, and what does it mean for your clients’ personal finances and investments? Tom Stevenson walks us through the key announcements: https://ow.ly/mqYR50TWX45

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Discover the key themes from Scottish Widows’ 2024 Paraplanner Survey in this webinar with Professional Paraplannerincluding myths and misconceptions about paraplanners, how technology is shaping the role and how regulatory changes affect workload. Watch Now: http://spr.ly/6044oDhvM

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As a non-UK domiciled individual, you have worked hard to build your wealth. With the evolving landscape in the UK, it’s crucial to protect your family’s financial future. Navigating Tax Changes Discover critical strategies to safeguard your wealth. We can show you how to: • Key steps to minimise tax liabilities • Expert insights on new domicile opinions • How to effectively transfer wealth into trusts Delaying action could result in losing a significant portion of your wealth to higher taxes, potentially over 45% on income and 20% on capital gains. Ensure your financial security amidst these regulatory changes. Don’t miss this opportunity to stay ahead and protect your assets. Visit our website today and book an appointment to safeguard your wealth. https://lnkd.in/dU2hhabq

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Making plans for retirement? Read our guide: https://ow.ly/uY2p50SXpLW It'll give you all the information on how to claim and receive your pension.

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