Gillespie Financial Ltd

Monday 2nd September marks a momentous occasion at Gillespie Financial as we celebrate Debbie O’Donnell’s 10th year of service. As our Client Relationship Executive, Debbie’s drive, communication and excellent customer service skills ensure every client receives a bespoke, personal service. Her fantastic personality together with her loyalty and dedication to Gillespie Financial and our clients, have made the last decade most memorable. Debbie’s love for her family – and Disney! – are her key drivers, and we are privileged to have her as both a colleague and a friend. Congratulations, Debbie!

🥁 Roll up.. Roll up 🥁 We have another exciting opportunity to join expert guest speakers from Technical Connection. 💻 Digital Assets & Legacy Planning 📅 Wednesday 5 June 2024 ⏰ Time: 12:30 – 13:30 📍 Location: Zoom Webinar 📢 Speakers: Edward Grant & Hannah Jo Coffey Our digital footprint👣 is extensive from online banking to social media. Planning your digital legacy allows more control over who has access to your online accounts and assets when you are gone, keeping everything in safe hands 🙌 Register now: https://buff.ly/3Vi9tFW #digitalassets #financialplanning #legacy #financialgoals #financialeducation

📢 Register Now… Darren Johnson is back by popular demand, to host our first in the #MeettheFundManager series of virtual events. 💡 Meet the Fund Manager – St. James’s Place in Conversation with Aristotle 📅 Tuesday 7 May 2024 ⏰ Time: 12:30 – 13:30 📍 Location: Zoom Webinar 📈 Speakers: Jim Henderson, CFA, Managing Director, Client Portfolio Manager Together, Darren and Jim will provide their thoughts on our current financial landscape and what to expect throughout 2024, answering some of your burning questions along the way. An exciting opportunity for all keen investors 💰 Sign up 👉 https://buff.ly/3UiB8py The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested #MeetTheFundManager #InvestmentStrategies #Financialplanning Gillespie Financial Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.

With the new tax year in sight, we take a look at what’s changing and what’s not – in Income Tax, National Insurance, Dividends, Pensions and more - in your new tax year checklist. Read more 👉 https://buff.ly/4aDC0dM #newtaxyear #taxyearchecklist #taxchanges

Wishing you a very Happy Easter! Have a wonderful weekend with friends, loved ones and of course, an egg or two 🐣 #HappyEaster #Easter #BankHolidayWeekend

Nowadays, more of us are thinking about financial planning for the whole family: money is moving up, down and across generations. Giving your children a financial head start helps spread wealth across the generations - and can bring tax benefits, too. Read more 👉 https://buff.ly/3TPghtI Andrew Shaw, Strategy & Communications Director, St James's Place, explains more about options available when you're saving for children 👇

"Max out your ISAs" is an all too familiar tax year-end mantra. While it’s key to put as much into your ISAs as you feel comfortable with ahead of 5 April, it’s just as important to make sure that what you do hold is still giving you real value for money. Read more about how you can make the most of your ISAs before tax year-end, and key questions to consider 👉

While we might not enjoy talking death and taxes, one thing’s for certain. Nobody wants to pay HMRC any more than they have to. It's not surprising that many of us put estate planning on a back burner, but there's often plenty you can do to reduce the amount of Inheritance Tax your family may eventually pay. Our latest Insights article focuses on how to mitigate your IHT bill, read more: https://buff.ly/43hopX0 And Niki Patel, Tax & Trust Specialist, Technical Connection, explains planning options available... #IHT #InheritanceTax #TaxPlanning

Wishing a wonderful Mother's Day to the inspirational women in our lives. #mothersday #happymothersday

For International Women's Day 2024 and beyond, let's Inspire Inclusion. When we inspire others to understand and value women's inclusion, we collectively forge a better world. #IWD24 #InspireInclusion ##InternationalWomensDay