Ian Brightwell Financial Planning Ltd

14/11/2024

𝑻𝙖𝒃𝙤𝒐𝙨 𝙖𝒓𝙤𝒖𝙣𝒅 𝒗𝙪𝒍𝙣𝒆𝙧𝒂𝙗𝒊𝙡𝒊𝙩𝒚 𝒉𝙤𝒍𝙙 𝙝𝒂𝙡𝒇 𝒐𝙛 𝙪𝒔 𝒃𝙖𝒄𝙠 𝙛𝒓𝙤𝒎 𝒂𝙨𝒌𝙞𝒏𝙜 𝙛𝒐𝙧 𝙨𝒖𝙥𝒑𝙤𝒓𝙩 𝙬𝒉𝙚𝒏 𝒘𝙚 𝙣𝒆𝙚𝒅 𝒊𝙩 𝙢𝒐𝙨𝒕

1. As many as one in two of us may face vulnerable circumstances in our lives, but less than half of us turn to our financial advisers to help us work it through.2
2. One in five respondents to SJP’s Real Life Advice Report survey said they hadn’t received any additional help or new information to help them through periods of increased vulnerability.
3. SJP is actively increasing awareness, understanding, information and training around vulnerability to provide the best support for clients.

Continue Reading... https://partnership.sjp.co.uk/article/detail/sjpp/taboos-around-vulnerability-hold-half-of-us-back-from-asking-for-support-when-we-need-it-most.html

09/10/2024

Bit late to the party but what a party it was on Saturday night!

A fantastic evening at the Little Lifts charity ball! An amazing charity, founded by even more amazing women!

23/09/2024

Building relationships is such an important part of my job, so it's a great feeling to receive emails like this. 🙏

16/09/2024

What's the real-life value of financial advice?

* A third (33%) don’t think advice is relevant to them, while others aren’t aware of its benefits or don’t believe it’s the right time to take advice (8% and 7% respectively)
* 24.6 million people have never accessed any kind of financial advice or guidance
* Among those who have received advice or guidance, 84% say they benefitted mentally or emotionally
The findings reveal that financial advice can - and does - transform lives.


https://partnership.sjp.co.uk/article/detail/sjpp/whats-the-real-life-value-of-financial-advice.html

20/08/2024

What's the Cost of a Comfortable Retirement?

A question we get asked a lot!

* We now have more choices, more information and more personal accountability for our retirement income. But will the future we look forward to be one we can afford?
* The Retirement Living Standards, launched by the Pensions and Lifetime Savings Association (PLSA), helps provide a budgeting benchmark for three different standards of living: minimum, moderate and comfortable.
* If you’re planning your retirement lifestyle, these living standards are a practical starting point for anyone unsure about whether they need to save more for their retirement.
Whether you’ve got 20 years before you retire or just a few, it’s important to have an idea of just how much money you’ll need for a comfortable lifestyle once you stop earning a regular salary.

https://partnership.sjp.co.uk/article/detail/sjpp/whats-the-cost-of-a-comfortable-retirement.html

13/08/2024

Business lunch with our accountant and 👌

25/07/2024

Just wanted to say a huge thank you for all of the lovely birthday messages I’ve received. I really appreciate them all !

05/07/2024

04/07/2024

Make sure you show up.

28/06/2024

After a busy week of planning, we’re happy that it’s Friday! Have a great weekend 👍

27/06/2024

Always good to hear such great feedback from a client! 😃

10/06/2024

I feel proud to have been part of this. Well done to all involved!