Prudentfpa

31/12/2022

Happy New Year! Are your finances your priority for 2023?

What are your financial New Year Resolutions?

29/12/2022

This is a great week to head into the countryside, beat the Christmas excess, and to blow the cobwebs away! Here are some great ideas:
https://buff.ly/3WAHG1i

27/12/2022

Are you spending this week getting your finances in order, and ready for the New Year?
If you are, this handy article with the Top % Tax FAQs may come in handy!

Tax is a crucial part of financial planning. Taking advantage of the numerous tax reliefs and allowances not only means you don’t pay more than you need to, but it can also go a long way towards helping you achieve your financial goals.

23/12/2022

To all of our clients and prospective clients, we are closed for Christmas and New Year from the close of business today and we will reopen on Tuesday 3rd January.

We wish everyone a very Merry Christmas and a Happy New Year!

From all at PrudentFPA

22/12/2022

It is our very own MD, James Booth’s birthday today and everyone at PrudentFPA wishes James a very Happy Birthday! 🎂😊

20/12/2022

We are nearly at the end of the year. Will you be compiling a bucket list full of goals and dreams that you want to start ticking off in 2023?

We love helping our clients to work through their own bucket lists, and we were delighted this week when a client became financially ready to take the trip he had always dreamed of… across Route 66!

15/12/2022

This year has been a difficult one, financially speaking, for households in a range of income brackets.

The cost of living has risen substantially as inflation has soared and investment markets have been choppy, which has been an additional source of stress for those planning their financial future.

Here, we explain the ways that seeking advice can help you not just to survive but thrive during economic storms.


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This year has been a difficult one, financially speaking, for households in a range of income brackets. The cost of living has risen substantially as inflation has soared and remains close to a 40-year high,1 household energy bills have skyrocketed,2 and interest rates are rising3. Meanwhile, invest...

13/12/2022

At PrudentFPA, everything we do is to help you to achieve your goals and to tick your dreams off your bucket list.

A client we are working with wants to take their children to the Alps for three months to learn mountain survival skills, and we are working together to get them there!

Do you have any interesting and exciting goals on our bucket list?

09/12/2022

The big wheel is up in Dalton Square, will you be giving it a whirl?

What an amazing view we have from our office!

08/12/2022

Our client event certainly got the festive season off to a great start this week!

Due to the pandemic, it has been a few years since we could host our ice-skating evening for the team, clients, and their families, and we were all delighted to be able to enjoy such a special evening together.

07/12/2022

Are you the owner of a business start-up?

Did you know that understanding what expenses can be tax-deductible will help boost your cash flow significantly?

But, there are many common misconceptions about how reliefs work.

Here are five examples of tax-deductible expenses for start-ups that have common misunderstandings around them.
https://buff.ly/3Y45Suw

As a start-up, knowing what expenses can be tax-deductible will help boost your cash flow significantly. But there are many common misconceptions around how reliefs work and the rules are often complicated, so calculating how much to claim can be difficult.

06/12/2022

Plumber wanted!

Great company to work for:

We have an opportunity for a qualified plumber to join our firm, serving our residential clients in Lancaster, Morecambe and the surrounding areas. You will need experience in all aspects of basic plumbing. A van is provided, with an option of part or full time hours, and great company benefits.

If you would like to join a local firm with an excellent reputation, call us on 01524 424 898.