Velocity Financial Planning

🏆 Citywire New Model Adviser Top 100 🎉 Wow! We are beyond excited to announce that we’ve been included in the Citywire New Model Adviser Top 100! 🥳 The list recognises prominent leaders and outstanding achievements in the UK financial advice community, so we are truly honoured to be featured alongside some of the highest-calibre firms in the country👏 Congratulations to all of the winners🥂 #FinancialPlanning #Finance #VelocityFinancialPlanning #CharteredFinancialPlanner #CitywireTop100 

Switching jobs could be the secret to boosting your retirement income. 💼📈 According to FT Adviser, 'job hoppers' - those who’ve switched roles four or more times in 10 years - could be boosting their #pensions by around £15K, thanks to higher salaries leading to increased contributions over time. But switching jobs isn’t the only way to grow your retirement savings. Negotiating a pay rise, increasing pension contributions, and maximising employer perks can all help. Want to know more? Click the link in the comments to read our latest blog. 👇👇 If you’d like to talk about your #retirement and the steps you can take to create financial security, we’d love to hear from you. Get in touch today for a free, informal chat: 📞 01926 674 007 | ✉️ hello@velocityfp.co.uk #FinancialPlanning #Finance #VelocityFinancialPlanning #CharteredFinancialPlanner

🧠 Behavioural finance: the effect emotions could have on your financial decisions 💷 Even with the best intentions, emotions can sometimes steer your financial choices in ways you don’t expect. Recognising when this happens could help you make more rational, informed decisions. Last month, we explored how past experiences shape our financial decisions. Now, read today’s blog to discover how emotions could have a similar impact - and learn what you can do about it. 🔗 Link in comments. If you’d like a coffee and a chat about how we can help you create a financial plan that focuses on the facts and your long-term goals, give us a call or drop us an email – we’d love to hear from you. 📞 01926 674 007 | ✉️ hello@velocityfp.co.uk #FinancialPlanning #Finance #VelocityFinancialPlanning #CharteredFinancialPlanner #BehaviouralFinance  

📢 New guide available to download! 📢   The clock is ticking on the 2024/25 tax year! ⏳ When a new tax year begins, many valuable allowances reset - so before 5 April 2025, it’s worth checking if you’re making the most of them. Our latest guide breaks down seven key allowances you might want to use before they’re gone, including: ✅ ISA allowances ✅ Pension Annual Allowance ✅ Capital Gains Tax exemption ✅ And more... Click on the link in the comments to download your free guide. ⬇️ Reviewing your finances now could mean you discover an allowance you could make use of before the deadline. If you’d like our help, get in touch today – we’d love to hear from you: 📞 01926 674 007 | ✉️ hello@velocityfp.co.uk #FinancialPlanning #Finance #VelocityFinancialPlanning #CharteredFinancialPlanner #TaxYearEnd #TaxAllowances #ISAs #Pensions #CapitalGainsTax

💭 #Retirement isn’t just a financial shift - it’s a huge life change. While money matters, the emotional side of retirement can be just as important. A well-thought-out financial plan doesn’t just cover #pensions and #investments; it can also give you clarity, confidence, and peace of mind as you step into this next chapter. In today’s blog, we’re sharing five ways financial planning can help you emotionally prepare for retirement – link in comments ⬇️ If you’re nearing retirement and want to feel confident about your future, we could help you create a financial plan that allows you to focus on what truly matters - enjoying the next chapter of your life. Give us a call or drop us an email, we'd love to hear from you! 😃   📞 01926 674 007 | ✉️ hello@velocityfp.co.uk #FinancialPlanning #Finance #VelocityFinancialPlanning #CharteredFinancialPlanner #RetirementPlanning #FinancialWellbeing #LifeAfterWork #FinancialConfidence

Clients genuinely drive everything we do, so when a client takes the time to share their experience, we won’t pretend it doesn’t make us smile. 🤗 Here’s a recent VouchedFor review: ⭐⭐⭐⭐⭐ “Tony helped us to fully understand our current financial reality and a detailed forecast of our finances linked to our desires and goals for the next phase of our life. He's also helped us to make decisions in the here and now that have given us confidence.” Thank you to Andy for the kind words. 🙏 📌 If you’d like to read what our clients are saying about us, click the link in the comments below. ⬇️ If you’d like to grab a coffee and have a chat about how we can help create a financial plan tailored just for you, feel free to give us a call or drop us an email. We’d love to hear from you! 😊 📞 01926 674 007 | ✉️ hello@velocityfp.co.uk #FinancialPlanning #Finance #VelocityFinancialPlanning #CharteredFinancialPlanner #VouchedFor #TopRated

👉 Time to Talk Day - Thursday 6 February ⏲️🗣️ Talking about mental health can be tough - but it doesn’t have to be. With Time to Talk Day taking place on 6 February 2025, there’s no better moment to start the conversation. This nationwide event encourages open discussions about mental health in families, communities, and workplaces. Read our latest blog for five practical tips to help you talk about mental health with your loved ones in a way that feels safe and supportive. Link in comments below. ⬇️ Start the conversation today. 💬 📞 01926 674 007 | ✉️ hello@velocityfp.co.uk #FinancialPlanning #Finance #VelocityFinancialPlanning #CharteredFinancialPlanner #TimeToTalk #MentalHealthAwareness 

Let’s take a moment to talk about ISA millionaires… 💷😃 Did you know the number of ISA millionaires has tripled in the last three years? According to MoneyWeek, there were 3,180 ISA millionaires in 2022/23, and thousands more are getting close. An ISA is one of the most tax-efficient ways to save or invest. You can add up to £20,000 each tax year, and there’s no lifetime limit on how much you can save. Plus, the returns are free from Income Tax and Capital Gains Tax, making ISAs a powerful tool for building wealth. So, how do you join the ISA millionaire club? Consistency and smart investing are key. Read our latest blog to discover practical steps to maximise your ISA and grow your savings – link in the comments ⬇️ ISAs are a vital part of many financial plans. If you’d like to discuss how to make the most of your ISA allowance, or which type of ISA would best suit your goals, please get in touch today – we’d love to hear from you: 📞 01926 674 007 | ✉️ hello@velocityfp.co.uk #FinancialPlanning #Finance #VelocityFinancialPlanning #CharteredFinancialPlanner #ISA #ISAAllowance #Investing #ISAMillionaire 

🎯 Financial planning isn’t 'one-size-fits-all'! Your goals might seem similar to someone else’s - like retiring comfortably – but the path to achieving them is entirely your own. Your #retirement plan could depend on: 🔹 When you want to retire 🔹 Your lifestyle goals 🔹 Whether you’ll support loved ones financially 🔹 The #pensions and savings you already have A tailored financial plan considers all of your individual needs and aspirations, helping you make informed decisions and feel confident about the future. Read today’s blog to discover the benefits of building a tailored financial plan. ⬇️ If you’d like to know more about how we can help you build a financial plan that’s tailored to you and your goals, get in touch - we’d love to hear from you. 📞 01926 674 007 | ✉️ hello@velocityfp.co.uk #FinancialPlanning #Finance #VelocityFinancialPlanning #CharteredFinancialPlanner

Are your financial decisions clouded by habits and emotions? 💭💰 When it comes to making financial choices, staying objective can be a real challenge. Your past experiences and emotions may be quietly influencing your decisions more than you think. That’s where behavioural finance comes in.🧠💷 By understanding how and why we make financial decisions, you can start to recognise when your choices might not be based on logic or facts. In today’s blog, we explore how habits and experiences could be affecting you, plus we give you four practical ways to change your financial habits for the better. 🙌 Link in comments ⬇️ If you’d like a coffee and a chat about how we can help you create a financial plan that focuses on the facts and your long-term goals, give us a call or drop us an email – we’d love to hear from you. 01926 674 007 | hello@velocityfp.co.uk #finance #velocityfinancialplanning #financialplanner #charteredfinancialplanner #behaviouralfinance