Municipal Financial Planning

Municipal Financial Planning Municipal Financial Planning is an Appointed Representative of and represents only St. James's Place

08/07/2026

MUNICIPAL X SJP SPORTS DAY 🏉 🏆

What an incredible day yesterday at the SJP Sports Day! 🏅💙Not only did we raise an amazing £10,000 for the SJP Foundatio...
08/07/2026

What an incredible day yesterday at the SJP Sports Day! 🏅💙

Not only did we raise an amazing £10,000 for the SJP Foundation, but we also brought home the win! 🏆🙌

A huge thank you to everyone who organised such a fantastic event and to everyone who took part and supported such a great cause. We had the best time, made some brilliant memories and can’t wait to do it all again.

Bring on next year! 💙🎉

⛳️ Ben Winters is taking on The Big Golf Race in support of Prostate Cancer UK.Prostate cancer is now the most common ca...
22/06/2026

⛳️ Ben Winters is taking on The Big Golf Race in support of Prostate Cancer UK.

Prostate cancer is now the most common cancer in men in the UK, affecting 1 in 8 men during their lifetime.

As many of our clients know, Ben is a passionate golfer, making this challenge a cause that is particularly close to his heart. Every donation, no matter the size, will help fund vital research, awareness and support for those affected by prostate cancer.

We’re incredibly proud to support Ben as he takes on this challenge and helps make a difference.

If you’d like to support him, please donate using the link below:

🔗 https://biggolfrace.prostatecanceruk.org/fundraising/bens-fundraising-page808

Thank you for helping Ben tee off against prostate cancer. 💙⛳️

CommunitySupport CharityFundraising GolfLife MakingADifference

👔 Happy Father’s Day 👔Today, we celebrate all the dads, grandads and father figures who work tirelessly to support, guid...
21/06/2026

👔 Happy Father’s Day 👔

Today, we celebrate all the dads, grandads and father figures who work tirelessly to support, guide and provide for their families.

Many of life’s most important lessons come from a father figure — including the value of planning ahead and building a secure future for those we care about most.

At Municipal Financial Planning, we understand that protecting your family’s future is one of the greatest gifts you can give.

Wishing all fathers and father figures a wonderful Father’s Day. 💙

📩 If you’d like to discuss your financial future, get in touch for a FREE financial plan.

FuturePlanning MunicipalFinancialPlanning ProtectWhatMattersMost

🏆⚽ England’s World Cup journey starts here!The best teams don’t leave success to chance — they prepare, plan and stay fo...
17/06/2026

🏆⚽ England’s World Cup journey starts here!

The best teams don’t leave success to chance — they prepare, plan and stay focused on their long-term goals. The same applies to your finances.

Whether you’re planning for retirement, protecting your family, investing for the future or simply wanting more confidence in your financial position, having a clear game plan can make all the difference.

📈 A strong financial future starts with the right strategy.

📩 Get in touch today for your FREE financial plan and let’s build a winning game plan for your future.

Come on England! 🏴

Investing RetirementPlanning FinancialAdvice GamePlan MunicipalFinancialPlanning

What is a Pension? 🤔A pension is one of the most effective ways to save for your future, helping you build financial sec...
10/06/2026

What is a Pension? 🤔

A pension is one of the most effective ways to save for your future, helping you build financial security for later life. Starting early and reviewing your options regularly can make a real difference over time.

Planning for retirement can feel overwhelming, but it doesn’t have to be. If you’d like to better understand your pension options or start planning for the future, we’re here to help.

📩 Get in touch for a free financial plan and let’s start building your future together.

InvestSmart

A Unit Trust is a professionally managed investment fund that can include a mix of assets such as stocks, property and b...
05/06/2026

A Unit Trust is a professionally managed investment fund that can include a mix of assets such as stocks, property and bonds — designed to support medium to long-term growth and income.

Like all investments, the value can go down as well as up, and you could get back less than you invested.

Want to understand whether this type of investment could be right for you? Send us a message — we’re happy to have a conversation.

LongTermPlanning

Supporting children and grandchildren financially is on many people’s minds. 👨‍👩‍👧‍👦Whether it’s helping with future edu...
03/06/2026

Supporting children and grandchildren financially is on many people’s minds. 👨‍👩‍👧‍👦

Whether it’s helping with future education, a first home or long-term savings, there are different ways to start building foundations early.

If you’d like to have a conversation about supporting future generations financially, send us a message — we’d be happy to!

Representing Municipal Financial Planning at today’s SJP Investment Conference 📈David Bean & Ben Winters proud to be par...
03/06/2026

Representing Municipal Financial Planning at today’s SJP Investment Conference 📈
David Bean & Ben Winters proud to be part of the conversation, connecting, learning and looking ahead.

26/05/2026

A huge thank you to everyone who joined our Approaching Retirement Session this evening 👏

We hope you found the session informative and valuable as you think about planning for the future. Your feedback is incredibly important to us as we continue to shape and improve future sessions — we’d love to hear your thoughts.

If you’d like to discuss anything in more detail or explore your options further, please speak to one of our advisers.

📩 To get in touch, please email [email protected]

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