Advice Matters Financial Planning Ltd.

Your established habits and past experiences might influence the financial decisions you make today, and could affect your ability to reach your goals. Find out more and what you could do to break potentially harmful patterns here: https://lnkd.in/eQ8hghni #advicematters #financialplanning #financialplanner #financialadvisor #kendal #southlakes #lakedistrict

Two-thirds of people believe younger generations won’t be able to retire in their 60s. If you’re worried about your child or grandchild’s long-term financial security, discover some of the practical steps you may choose to take --> https://lnkd.in/efQkbewJ #advicematters #financialplanning #financialplanner #financialadvisor #kendal #southlakes #lakedistrict

A third of retirees say they hold back making purchases they need because they’re worried about running out of money in the future. While considering your long-term income is important, it could mean you miss out on opportunities you’ve been looking forward to. A financial plan could help you balance fear and enjoying your retirement. Read more here: https://lnkd.in/enHPkrem #advicematters #financialplanning #financialplanner #financialadvisor #kendal #southlakes #lakedistrict

Your mindset can alter the financial decisions you make and how you feel about money. So, encouraging a positive mindset could help you take control of and boost your finances. Discover four practical approaches you could take here --> https://lnkd.in/eJBtZufe #advicematters #financialplanning #financialplanner #financialadvisor #kendal #southlakes #lakedistrict

Whether you’ve already set life goals or not, spending some time thinking about what you want to achieve in 2025 and beyond could be a valuable exercise that improves your financial plan. Read more here: https://lnkd.in/ezxzWAPu #advicematters #financialplanning #financialplanner #financialadvisor #kendal #southlakes #lakedistrict

The Autumn Budget included some key changes that might affect your financial plan. Discover what the announcements about Capital Gains Tax and Inheritance Tax could mean for you --> https://lnkd.in/e499Umas #advicematters #financialplanning #financialplanner #financialadvisor #kendal #southlakes #lakedistrict

Artificial intelligence (AI) is giving scammers new ways to try and dupe you. With almost half of Brits saying they’ve never heard of voice cloning scams, millions could be tricked into handing over money or sensitive information. Discover what you need to know and how to protect yourself here --> https://lnkd.in/e6_c2xEx #advicematters #financialplanning #financialplanner #financialadvisor #kendal #southlakes #lakedistrict

A survey suggests more than 1 in 5 UK adults are delaying major life events until they receive an inheritance. This decision could harm their long-term financial security, so find out why and whether gifting during your lifetime could be a way to support your loved ones here --> https://lnkd.in/egsSpbZ6 #advicematters #financialplanning #financialplanner #financialadvisor #kendal #southlakes #lakedistrict

Spotting a great Black Friday deal might be harder than you think – especially after Which? reported that 98% of products that were on sale in 2021 were cheaper or the same as their Black Friday price at other times in the year. In fact, 86% of the items had also been the same price or cheaper in the six months before Black Friday. Read more here: https://lnkd.in/eK4vVihJ #advicematters #financialplanning #financialplanner #financialadvisor #kendal #southlakes #lakedistrict

If you’re working and contributing to your pension, you might think you don’t need to do any more retirement planning just yet. However, seeking retirement advice in your 30s and 40s could mean you’re in a better position when you’re ready to give up work. Read more here: https://lnkd.in/ecmpG2Hq #advicematters #financialplanning #financialplanner #financialadvisor #kendal #southlakes #lakedistrict