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Fatgreen Wealth Advisory

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Fatgreen Wealth Advisory

We help business owners with clarity, directions and confidence in their financial matters. Approved by the Openwork Partnership on 31 March 2023

Fatgreen Consulting is a trade name of Columbus Fifty Six Limited which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

17/07/2026

3 ISA moves worth making before the rules change

With changes to Cash ISA rules coming in April 2027, now is the perfect time to review your ISA strategy.

✔️ Use your full £20,000 ISA allowance while you still can – remember, it’s a use it or lose it allowance each tax year.

✔️ Review your Cash ISA and Stocks & Shares ISA split to make sure it aligns with your financial goals.

✔️ If you’re under 65, start planning now for the new £12,000 Cash ISA limit coming into effect in April 2027.

A review today could help you make the most of your tax-efficient savings.

If you’d like a personalised ISA review, get in touch with FG Wealth Advisory today.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

The benefits to the treatment of tax will depend on your individual circumstances and may be subject to change in future.

15/07/2026

Over 65? Your £20,000 Cash ISA allowance is protected - but there’s still a planning job to do.

While the Cash ISA changes coming in April 2027 won’t affect those aged 65 and over, it’s still worth reviewing your overall financial plan.

With income tax thresholds frozen until 2031 and the State Pension increasing by 4.8% this year, more retirees could find themselves paying tax on their income for the first time.

That’s why tax-efficient planning matters more than ever. Making the most of your ISA allowances and reviewing how your income is structured could help you keep more of your money working for you.

If you’d like to discuss your retirement income or tax-efficient savings strategy, get in touch with FG Wealth Advisory today.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

The benefits to the treatment of tax will depend on your individual circumstances and may be subject to change in future.

13/07/2026

From April 2027, the maximum you can pay into a Cash ISA each tax year will reduce from £20,000 to £12,000 for those under 65. To use your full ISA allowance, the remaining £8,000 will need to be invested in a Stocks & Shares ISA or Innovative Finance ISA.

If your savings strategy relies mainly on cash, now is a great time to review your options.

Get in touch with FG Wealth Advisory to discuss how these changes could affect your financial plan and ensure your savings continue to work hard for you.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

The benefits to the treatment of tax will depend on your individual circumstances and may be subject to change in future.

10/07/2026

Some people genuinely enjoy spreadsheets, financial modelling and analysing numbers.

Many people absolutely do not.

And that is completely okay.

One of the biggest barriers to financial planning is the belief that someone needs to be naturally analytical or highly financially knowledgeable before engaging with it properly.

But in reality, good financial advice should make life feel simpler - not more complicated.

The goal is not to overwhelm people with technical language or endless percentages.

The goal is to help people feel more confident answering real-life questions like:
• Can I afford to retire comfortably?
• What happens if life changes unexpectedly?
• Is my family protected?
• Am I financially organised?
• How do I reduce stress around money?

Financial planning is ultimately not about spreadsheets.

It is about creating options.
Security.
Freedom.
Peace of mind.

Ironically, many people who dislike dealing with finances experience the greatest sense of relief once they finally put a clear plan in place.

Because uncertainty is often far more stressful than clarity itself.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

08/07/2026

One of the biggest misconceptions about financial planning is that you need to be naturally “good with money” to engage with it.

You do not.

Good financial advice should simplify things - not overwhelm people with jargon, charts and technical language.

Ultimately, financial planning is about helping people answer important life questions:
• Will my family be secure?
• Can I retire comfortably?
• Am I making the most of what I have?
• How do I reduce financial stress?

Because financial planning is ultimately about creating clarity, security and peace of mind.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

06/07/2026

You do not need to love spreadsheets to benefit from financial planning.

Good advice should make finances feel clearer — not more intimidating.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

03/07/2026

Today, financial information is everywhere.

Podcasts.
YouTube.
Investment apps.
AI tools.
Online calculators.

And to be fair - many people can manage elements of their finances independently.

But financial planning is rarely just about knowledge alone.

It is about applying that knowledge in a way that supports real-life goals, responsibilities and future decisions.

Questions like:
• “Am I actually on track?”
• “When could I realistically retire?”
• “Can I afford to slow down?”
• “Am I missing something important?”

These are often not simple spreadsheet questions.

They require coordination between pensions, tax planning, investments, protection, business structures and long-term objectives.

Even highly successful professionals and business owners benefit from having experienced advisers around them.

Not because they cannot do it themselves.

But because they understand the value of trusted perspective.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

01/07/2026

Many people absolutely can manage parts of their finances independently.

But financial planning is not only about information.

It is also about:
• strategy
• coordination
• accountability
• tax planning
• balancing long-term goals

Often, people do not seek advice because they are incapable.

They seek it because they value perspective and structure.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

29/06/2026

There is more financial information available today than ever before.

But information is not the same thing as personalised advice.

26/06/2026

Nobody wants to pay for something that does not add genuine value.

Which is why “financial advisers are expensive” is such a common concern.

But often, the real value of financial planning is misunderstood.

It is not only about investment returns.

It is about helping people make better long-term financial decisions.

Over the years, we have seen people:
• leave pensions unmanaged for decades
• pay unnecessary tax
• keep excessive cash losing value to inflation
• retire without understanding their options
• make emotional decisions during uncertain periods

And in many cases, the financial impact of those mistakes can far exceed the cost of advice itself.

Good financial planning is not there to make people feel clever.

It is there to help people feel informed, organised and secure about the future.

Sometimes the best advice is not about making more money.

It is about protecting people from avoidable mistakes that quietly damage long-term financial wellbeing.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Address

26 Park Place
Leeds
LS12RY

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.fgwealthadvisory.co.uk/

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