Beth King Financial Planning

Beth King Financial Planning Financial adviser offering investment, protection & retirement planning.

06/01/2026

Investing myths are holding too many people back.

You don’t need thousands to get started.

You don’t need perfect timing.

Cash isn’t always the “safest” option.

And it’s never too late to begin.

These common misconceptions stop people from building real wealth. The truth is, investing is about consistency, time, and getting started where you are.

✨ Investing is a tool to help you build the life you want.

Save this, share it with someone who needs to hear it, and start rewriting the myths.



✏️ This content is for financial education purposes only and should not be taken as financial advice.

“Is it too late to…”This is the opening to the vast majority of questions I’m asked once people know I’m a financial adv...
08/09/2025

“Is it too late to…”

This is the opening to the vast majority of questions I’m asked once people know I’m a financial adviser.

Is it too late to start investing?
Is it too late to sort my pension out?
Is it too late to save for my kid’s future?

It’s true that the earlier you start thinking about your finances then the more options you have. The longer your time horizon is, the more time your money has to grow.

But the answer to questions like this is “No, it’s never too late.”

Financial planning is a journey, and it’s never too late to start the conversation.

September always feels like a fresh start (and my inner organisation-geek loves that 1st September is a Monday too)! It ...
01/09/2025

September always feels like a fresh start (and my inner organisation-geek loves that 1st September is a Monday too)! It is the perfect time for reviewing & planning for the future.

It’s new routine & new notebook season. After the busyness of summer holidays, the back-to-school feeling of September is a welcome change.

As we plan for the new school year, it’s a perfect time to plan for your family’s financial future too. From where you want to go on holiday next summer, to saving for your children’s university fees, to building peace of mind for your future.

What is really important to you and your family?

September is a good time to both reflect and also review:
🟢 When was the last time you checked your family’s protection arrangements?
🟢 How are your savings plans for your goals doing?
🟢 What’s your current approach to longer term financial goals, and is it still working for you?

As your children go back to school, what future milestone is most important to prepare for?

A little planning now can give your family security for years to come.

One of my favourite benefits of being self-employed: how quiet the gym is at 2pm 💪I love the flexibility of structuring ...
12/06/2025

One of my favourite benefits of being self-employed: how quiet the gym is at 2pm 💪

I love the flexibility of structuring my day in a way that works for me (and my clients!)

No afternoon slump. Just a great pause in the day to refocus and recharge.

Since I hit 30 I've taken a real focus on building strength and physical wellbeing. My financial plan runs until I'm 100 and I've every intention of making there as fit and healthy as possible.

Ever wondered what happens during a financial planning session?Let me demystify it for you._______We’ll talk about your ...
15/05/2025

Ever wondered what happens during a financial planning session?

Let me demystify it for you.
_______

We’ll talk about your dreams and goals, for both now and in the future.
🌴 What big trips do you have planned?
🧩 What are your hobbies & interests?
🖊️ Do you want to change where you work or what you do?
🏡 Where do you want to live after you’ve finished working?
💡 What’s most important to you?

We map out a life plan and figure out what your priorities are.

Then we take a look at the numbers.
🧮 What comes in and goes out each month?
🏦 Do you have any savings & pensions in place already?
🩹 What do you have in place if you were to become unwell?

From here, we can then take a look at the current situation compared with where you want to be. Then it’s time to put together an action plan to achieve those goals.
_______

Your finances serve as a tool to enable you to enjoy the life you envision. My approach is rooted in understanding what truly matters to you, ensuring your finances support both your present lifestyle and future ambitions.

Welcome to Beth King Financial Planning!Last year I made the really scary decision of embarking on a career change. I ha...
12/03/2025

Welcome to Beth King Financial Planning!

Last year I made the really scary decision of embarking on a career change. I had loved working in tech, but after 10 years it was time to take a step back and reflect.

I started by figuring out what had brought me joy in my roles to date.
1️⃣ Talking to people & understanding their needs
2️⃣ Putting together solutions to help people reach their goals
3️⃣ Breaking down complexity into component parts, and helping people understand that complexity

Once I realised these were things I could find in a variety of roles, the hunt was on.

Having always had an interest in personal finance, the pieces started to click together. I could reapply all the skills I had in a different domain, setting up as a Financial Adviser.

It has been a lot of hard work, many exams and time spent studying, but I'm so glad I made the switch!

12/03/2025

Beth King Financial Planning 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 13/03/2025

Address

Knaresborough

Telephone

+447437993589

Website

https://calendly.com/bethkingfinancialplanning/discoverycall

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