Donnelly Financial Advice

It would appear Christmas is upon us, as this week we attended two Christmas networking socials. John Donnelly LLB APFS caught up with the Croydon Professionals for a meal at Bagatti's Restaurant, the food was amazing as always. Thank you to Steve Broom for organising the event. Good to see so many faces, some we know well Lisa Allen, Laura Dutton and Paul Taylor, and some new faces as well, including Louise Crampton.  Tara-Beth Donnelly FCSI attended the Croydon Professional Women's Christmas party. This time they went to Flight Club Darts Victoria for an evening of darts. Tara came 4th and Claire McCall from Black Grape Marketing won. Thanks to Gillian Vargerson, Jackie Wilding and Debbie O'Connell for organising.    #croydon #christmas2024 #networkingsocial #networkingmixer #businessnetworking #professionalnetworking #croydonnetworking 

Welcome to the team.   We would like to introduce you to Karen Clegg (F.P.F.S), who is now working with Donnelly Financial Advice on a consultancy basis, helping to provide client focused support and build client relationships.   She has been an #independentfinancialadviser for more than 30 years, specialising in #pensions, #investment advice and intergenerational financial planning and is a Fellow of the Personal Finance Society, part of the Chartered Insurance Institute.  We are very much looking forward to working together.  #ifa #independentfinancialadviser #independentfinancialadvisor #financialadviser #financialadvisor #financialadvisoryservices  #financialadvisoratyourservice #financialadvice #welcometotheteam #newteammember #consultant #pensions #investments #financialplanning #Croydon #Bromley #Sutton #London  

Happy birthday John Donnelly LLB APFS. Even though your birthday falls on a workday this year, you will be able to celebrate at the weekend. Here’s to many more years in the financial industry working with all the amazing clients you help. #happybirthday #birthdaycandles #birthdayboy #financialbirthday #financialadviserbirthday #IndependentFinancialAdviser #IFA 

It’s Talk Money Week (4th-8th November) and this year the campaign is encouraging people across the UK to 'Do One Thing' that could help improve their personal finance, money management, and financial well-being. Talk Money Week was launched by the Money and Pensions Service (MaPS) to address the need for improved financial education and awareness. At Donnelly Financial Advice, we couldn’t agree more. We always strive to empower individuals and families to make informed financial decisions, improving their financial literacy and to seek independent financial advice where needed. If you want to take control of your finances, achieve your financial goals and secure your financial future please contact John Donnelly LLB APFS 07881 785700 / 020 8138 5960 john@d-ifa.co.uk. #Croydon #Bromley #Sutton #London #ifa #independentfinancialadviser #independentfinancialadvisor #financialadviser #financialadvisor #financialadvice #financialawareness #financialeducation #financialgoals #financialwellbeing #personalfinance #moneymanagement #TalkMoney #DoOneThing 

At Donnelly Financial Advice, a lot of our time is spent advising our clients on Retirement Planning and Inheritance Tax Planning.  We can already see that there will be adjustments to personal financial plans that will need to be made as a result of the budget delivered by Rachel Reeves yesterday.  The standout elements for us are:  💷 Capital gains tax will be increased significantly 💷 Inheritance Tax on Businesses and Farms is now going to be increased from April 2026 where they are worth over a million pounds 💷 You will be taxed more heavily when selling a business. The rate applicable to Business Asset Disposal Relief and Investor’s Relief will increase to 14% (currently 10%), for qualifying disposals on or after 6 April 2025. The rate will further increase to 18% for disposals made on or after 6 April 2026. 💷 Pensions will be bought into an individual’s estate for inheritance tax purposes from April 2027. From a financial planning perspective this will have implications in the way we draw money from pensions to fund retirement and investment decisions for how we save and pass on assets to family and loved ones.  If you would like to speak to a Chartered Independent Financial Adviser about your next steps and what the budget means for you and your family, please get in touch with John Donnelly LLB APFS 020 8138 5960 john@d-ifa.co.uk.   #croydon #bromley #sutton #ifa #independentfinancialadviser #estateplanning #estateplanningexperts #IHT #IHTplanning #inheritancetaxplanning #taxplanningexperts #taxplanningservices #taxplanningstrategy #taxplanning #successionplanning #autumnbudget2024

We have been sponsoring Sutton Soup for around 3 years now, along with Samuels Artisan Bakery (who knew sourdough bread could be delivered), London Music Duo, SM1 Print Studio, Ace Accounting, Sainsbury's and Sutton Council. Jeff Richards and his team at Sutton Soup bring together local people, from all walks of life, to talk about the positive things going on in the community and someone wins a ‘pot of money’ raised at the event. I met and spoke to so many wonderful people, but I will just mention a few here: The team from PlayWise Learning CIC, who offer practical and educational support to parents and families of children with additional needs and disabilities. Families often struggle financially when parents are unable to work whilst looking after children with complex needs. This year they will be financially helping to provide a Christmas meal for those families who need it. I also met the team from Nickel Support, who offer employment opportunities to disabled young adults. We heard about the coffee, chutneys and other products they have and the wellbeing side of work for their employees. We will be visiting their café in Cheam village (in Sutton) as a family. This time the winner of the prize, of £1,411, went to The Paul Alan Project CIC, a charity focused on supplying life-saving training and equipment. I met Clare, the founder of the project, after her father sadly passed away from a cardiac arrest. The defibrillators that she has raised money for have been used over 50 times. The prize money will ensure that more people are trained, and more defibrillators are available in public places, to save more lives. I’m booking on to get my training! #sutton #charitysupport #supportingcharities #givingback #sponsor #independentfinancialadviser #families #helpingfamilies #prizemoney

John Donnelly LLB APFS recently took a mini break to #Tallinn in #Estonia with some old school friends David Leach and Phil Chin.  Instead of a ‘lads weekend away’ they opted for a ‘cultural weekend away’ and, with the absence of young children, they also all opted for a lie in each morning.  It was great for fitness levels too, with well over 20,000 steps taken each day. Estonia is a beautiful historic city, and the group visited the KGB Museum, where they heard about the how the city used to be run. If you would like to discuss Estonia, or financial planning, John is happy to talk about either.  #estonia #Baltic #Europe #minibreak #ladsontour #culture  #kgbmuseum

It’s World Financial Planning Day.   At Donnelly Financial Advice, we are Chartered Independent Financial Advisers and are a trading style of Sandringham Financial Partners, which is authorised and regulated by the Financial Conduct Authority.  If you want to discover the benefits of working with a financial expert please contact John Donnelly LLB APFS 07881 785700 / 020 8138 5960 john@d-ifa.co.uk,  #WFPD2024 #croydon #Bromley #Sutton #london #ifa #independentfinancialadviser #independentfinancialadvisor #financialadviseruk #financialadvisersuk #financialadvisoruk #financialadvisorsuk #financialadvisorsyoucantrust #financialplanning #financialplanner #financialplanningexpert #financialplanningservices   

This week we attended the quarterly Sandringham Financial Partners event, held at M&G Investments on Fenchurch Avenue. It was great to catch up with Edward Creasy and Neil Jenkins for a quick drink after the event at Leadenhall Market. Ben Broome, Head of Adviser Relationships at Sandringham Partners, gave us all an interesting update regarding exciting changes that will be happening in the near future. #londonevents #continuedprofessionaldevelopment #learningatwork #businessnetworking #businessnetwork #networkingbusiness #londonnetworking #networkingevent #networkingevents #professionalnetworking #networkingmixer 

Thursday 19th September is a big day in the Donnelly household. 9 years ago, Tara-Beth Donnelly FCSI and John Donnelly LLB APFS got married in #Sheffield. Tara is looking forward to the ‘diamond’ anniversary, but after 9 years it’s pottery, which represents the moulding and shaping of a relationship into something of beauty over time. Or the more modern theme is leather and represents durability and strength.  A ‘few years prior to that’ shall we say, Tara was born. To celebrate her birthday she had a lovely day out this week with her mum to Battersea Power Station. It’s such an amazing place and well worth a visit if you haven't been yet, she would recommend lift 109. Hopefully you won’t have a full fire evacuation like she did on the day.   #weddingday #9yearstogether #happyanniversary #happywifehappylife #weddedbliss #happybirthday #anotheryearolder #anotheryearwiser #familytime #downtime #celebrations #birthdaycake