Conor Webley Financial Planning

13/03/2024

If you are wondering what the impact of the spring budget will be on your finances, check out our summary! 🏦

Navigating the Spring Budget: Opportunities for Tax Efficiency and Financial Planning

03/11/2023

If you are a freelancer, contractor or consultant, join me in Bristol on Thursday 9th at 11:00am for a free event (lunch and a networking opportunity included!)

I will be joined by tax specialist; Barry Adams from Focus Accountancy and Troy McLachlan of Free agent where we discuss the importance of 'Knowing your Numbers' and the Self Employed Landscape. Along with strategies to tax efficiently extract profit from business's and planning for a successful exit/Retirement.

Drop me a DM if you would like to come along 😁

05/09/2023

The marriage tax allowance lets you transfer £1,260 of your tax-free personal allowance to your higher-earning spouse or civil partner. To qualify, you must:

Be married or in a civil partnership (cohabitation doesn't count).
Have one non-taxpayer (earning under £11,310) and one basic-rate taxpayer (earning under £50,270 or £43,662 in Scotland).
Both partners born on or after April 6, 1935.
Before applying, ensure these conditions are met.

05/09/2023

Take the Financial Health Check Scorecard quiz to assess your financial well-being and discover areas for improvement. Find out if you're prepared for the unexpected, building wealth, and managing your money effectively. Click here to take the quiz: https://financialhealthcheck.scoreapp.com

16/06/2023

27/05/2023

Had a fantastic day at the SJP Charitable foundation golf day at Woodbury Park on Thursday. We raised a whopping £16,000 for charity!

…And I lost a whopping 6 balls

11/05/2023

Alert! The Bank of England has raised its base rate to 4.5%. If you have savings, now is the time to take a closer look at your interest rates and consider your options.

10/05/2023

If you are a First Time Buyer and are currently renting, you wont want to miss this!

Skipton's are now offering 100% mortgages for first time buyers, meaning that you don't need to put down a deposit!

There are a few requirements however:
✅Each applicant must be a First Time Buyer
✅Each applicant must be aged 21 or over
✅The same people who are renting now (and have been for the last 12months) must be the same people on the mortgage
✅Must have proof of having paid rent for at least 12 months in a row, within the last 18 months
✅Must also have 12 months experience paying all household bills within the last 18 months
✅Each applicant will have no missed payments on debts / credit commitments in the last 6 months
✅The monthly mortgage payment must be equal to or lower than the average of the last 6 months rental cost
✅The deposit must be less than 5%
✅Maximum loan size £600,000
✅Not available on New Build flats

exceptions apply- drop me a DM to find out more!

**Your home may be repossessed if you do not keep up with your mortgage repayments

06/10/2021

Several companies offer 'deposit boost' schemes for first-time buyers.

24/09/2021

Financial planners share that their career mission is the same – to help others live their best lives, with the final chapters fulfilling hopes for wealth, health, and happiness.

22/09/2021

About 54% of Americans live paycheck to paycheck, but millennials have the biggest broke energy among that group — they make up 70% of those living for the next payday. Some are even making six-figure salaries and still struggling to save.

21/09/2021

If someone offered you £10,000 to drive your car down the motorway blindfolded, would you do it? Hopefully not – and please don’t attempt this at home.