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Simon Wade - Gallimore Wealth Management LLP

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Simon Wade - Gallimore Wealth Management LLP

Specialising in retirement and investment planning, Inter-generational Wealth & Lifestyle Planning

13/08/2024

Last week I met with Fiona Moss of The Natalie Kate Moss Trust to present a cheque of £2,500 from the St. James's Place Foundation.

The Natalie Kate Moss Trust (NKMT) was set up in 2012 by the Moss family following the sudden death of Natalie at the age of 26 after an unexpected Brain Haemorrhage.

Focusing on turning this tragedy into something positive, NKMT's mission is to empower people to understand how to prevent lifestyle related brain haemorrhages from occurring, whilst generating funds to support ground breaking research to treat them when they do.
By joining forces with Manchester University, they support ground breaking research into Stroke at the University whose vision is to improve outcome after a brain haemorrhages.

This is a condition which is not discussed enough and may be prevented through raising more awareness which is a key focus for the charity. Please do take a look and spread the word: https://www.nataliekatemoss.co.uk/

The St. James's Place Foundation funds small and medium sized UK registered charitable organisations with four main themes;

Supporting young people - special needs or disadvantaged
Supporting people with cancer
Mental health
Hospices

If anyone knows of any small charities which need support and fall into one of the above categories, the foundation may be able to help. https://www.sjpfoundation.co.uk/

Hope everyone has a great Tuesday!

24/01/2024

Estate planning is not just for the wealthy; it's for anyone who wants to ensure their loved ones are taken care of in the future.

First, consider who will benefit from your estate, create a will, consider establishing a power of attorney, and designating beneficiaries for your assets.

Consult with legal and financial professionals to ensure your estate plan aligns with your wishes and current regulations.

By planning your estate, you provide your family with the necessary guidance and support during what can be a challenging time.

17/01/2024

Balancing your present needs with your future goals is essential for a healthy financial life.

While it's crucial to enjoy the present, it's equally important to plan for the future.

Find a balance between spending on experiences that bring you joy today and saving for the goals that will bring you fulfilment tomorrow.

By maintaining this balance, you create a sense of financial stability and ensure that you're prepared for both the expected and unexpected challenges that life may bring.

10/01/2024

Retirement planning isn't just about financial preparation; it's also about envisioning the lifestyle you desire during your golden years.

Consider the activities, hobbies, and experiences you wish to enjoy and create a retirement plan that aligns with your aspirations.

Factor in potential healthcare costs, travel expenses, and any other lifestyle choices you foresee.

By incorporating your dreams into your retirement plan, you pave the way for a fulfilling and rewarding post-work life.

03/01/2024

Understanding the intricacies of the tax system is vital for effective financial planning.

Exploring tax-saving investment options and strategies that can help reduce tax liabilities.

Consider maximizing contributions to pensions, taking advantage of the tax relief, and exploring other tax-efficient investment vehicles.
By optimizing your tax planning, you can potentially increase your overall savings and invest more towards your financial goals.

20/12/2023

With a great focus on being more “eco-friendly” these days, we often have a great focus on recycling and using less plastics, however, how often have you thought about how your money is invested?

Sustainable investing allows you to align your financial goals with your values and contribute to a more sustainable future.

Consider incorporating environmental, social, and governance (ESG) factors into your investment decisions.

Look for companies and funds that prioritize sustainability and ethical practices. By investing in sustainable initiatives, you not only contribute to positive change but also potentially enhance your portfolio's long-term performance.

06/12/2023

Understanding the power of compounding can transform the way that individuals approach saving and investing.

The earlier that you can start investing, the more time your money has to grow exponentially.

Even small, consistent contributions can lead to significant wealth accumulation over time.

By harnessing the power of compounding, you set yourself on a path towards a more prosperous financial future.

29/11/2023

Planning for retirement may seem daunting, but starting early can make a significant difference.

Consider your desired lifestyle during retirement and estimate the expenses you'll incur.

Keep in mind that it's never too late to start planning for retirement, but the earlier you begin, the more time your investments have to grow.

Take that first step towards securing a comfortable and stress-free retirement.

22/11/2023

Building an emergency fund is crucial for financial stability.

Life is full of unexpected events, and having a safety net can provide peace of mind during challenging times.

Start small by setting aside a portion of your income each month and gradually increase your savings over time.

By prioritizing an emergency fund, you prepare yourself for the unexpected and ensure your financial well-being remains intact.

15/11/2023

Budgeting is more than just tracking your expenses; it's a powerful tool for understanding your spending habits and making informed financial decisions.

You can start by categorizing your expenses and analysing where your money goes each month.

Identify areas where to cut back without sacrificing your lifestyle. Consider setting up a budgeting system that works for you, whether it's using apps or spreadsheets.

By taking control of your finances today, you pave the way for a more stable and fulfilling tomorrow.

I do have a budget spreadsheet which I am happy to share if anyone would like to use it!

08/11/2023

Setting financial goals is the first step towards a secure future. Whether it's saving for a dream holiday, buying a house, or planning for retirement, clear goals provide direction and motivation.

It’s often good to take some time to visualize your aspirations and create a roadmap to achieve them.

Break down your goals into smaller, achievable milestones and celebrate each success along the way. Remember, every step you take today brings you closer to the financial future you desire.

03/11/2023

Now that the clocks have turned back it feels like we can settle in to the colder months ahead.

When the talk of Christmas starts to come up more often and we start to have a view of closing out the year.

This can often be a time for reflection on the year which is coming to a close and considering the changes which we will make for the year ahead.

I personally will be making some changes to spend more time with family and friends.

What changes will you be making going forward?

📷 my recent trip to the Norfolk Broads, fishing with my dad where we had one of our best morning
sessions on the River Bure.

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