Fiducia Wealth Management Limited

October Financial Check-In: Is Your Money Ready for the Colder Months? 🍂💷 As the leaves turn golden and the air gets crisp, it's time to cosy up with a warm cuppa and your financial statements October is the perfect month to reassess your money matters before the year-end rush Here's what you should be considering: 📅 Tax Return Deadline Looming: If you're self-employed or have additional income to report, remember the paper tax return deadline is 31st October. (Online submissions are due 31st January, but why wait?) 🏠 Winter-Proof Your Home: Consider energy-efficient upgrades now. They could save you money on bills and might qualify for government incentives 🎄 Christmas Budget: Yes, it's time! Start planning your holiday spending to avoid January blues 📊 ISA Check: Have you maximised your £20,000 ISA allowance for the tax year? Or...do you have a plan in place to do so before the tax year ends? 🔍 Review Your Pensions: With the tax year halfway through, ensure you're on track with contributions 🏥 Open Enrollment: Many employers start benefits enrollment in October. Review your options carefully! 👔 Wardrobe Refresh: As seasons change, so might your work attire needs. Budget for essentials, but consider sustainable options 🍲 Meal Planning: With colder days ahead, batch cooking can save both time and money 💼 Q4 Goals: If you're running a business or freelancing, set your Q4 financial targets now 📚 Financial Education: Darker evenings are perfect for brushing up on financial literacy. Pick up a book or take an online course Remember, small steps now can lead to giant leaps in your financial wellbeing What's your top financial priority this October?

Let’s Go Macmillan Cancer Support Our team are hosting a MacMillan coffee morning for the rest of the week (25-27 September) Well done to Laura King for organising the event to support MacMillan Cancer Support Lots of baked goods for the team to donate and enjoy If you’re visiting our Dedham office over the next couple of days, please do not hesitate to support us in supporting MacMillan Together we can help make a difference #charity #wecare

We’re proud to feature again this year in VouchedFor’s 2024 Top Rated Financial Adviser Guide in todays The Times Congratulations to Gordon Kearney for appearing 2 years in row Being recognised as a top rated adviser is a huge achievement and is a result of all the efforts our entire team put in to providing a top quality service to clients Well done to all 💪🏻 #TopAdviser2024

Our Charity Quiz is filling up nicely Thank you to the below for registering teams (or 2 in some cases) Holmes & Hills Solicitors Gepp Solicitors Scrutton Bland Birketts LLP Lambert Chapman LLP Brights Solicitors Ellisons Solicitors HD Consultants Barker Gotelee Solicitors Richard Sexton & Co LLP Aquabridge Law Fisher Jones Greenwood LLP Donna Taylor Consulting Please do reach out to register a team and join us for a great evening of fun and fundraising #business #finance #management #charity #strategy

Going the extra mile…quite literally! Good luck to James Crisell, Susie Laws FPFS, Laura King and Sebastian Eaton from Team Fiducia They’ll be running the Ipswich Half Marathon on behalf of our Charity of the Year Lighthouse Women's Aid All support is welcome and vital to help Lighthouse continue their amazing work in our local community Link to donate is here https://lnkd.in/eekYNYBq #business #finance #strategy #charity #management

We are pleased to announce registration for our Charity Quiz 2024 is now open The event will be taking place on 7 November 2024 Teams of 6 will compete on a night filled with fun and fundraising, with all profits going to our Charity of the Year - Lighthouse Women's Aid We're limited to the number of teams that can enter so please do get in contact with us to secure your teams place Contact Matt Lovell on matt@fiduciawealth.co.uk We hope you can join us #business #finance #strategy #management #charity

Great to be featured by Chartered Insurance Institute in their latest blog Learn more about us and our relationship with being a Chartered firm here https://lnkd.in/etVaEvDt #business #finance #strategy #management

Well done Susie Laws FPFS and everyone involved today at the Personal Finance Society who delivered another successful event There were some great presentations in the Small Self-Administered Scheme (SSAS) Masterclass held in Brentwood Keep an eye out for the next event #business #finance #management #strategy

Really looking forward to this Personal Finance Society event on Thursday with Nathan Bridgeman and SeaBridge SSAS. Still places available for last minute sign ups! https://lnkd.in/eCpPaPZJ