@DWJWealth

Providing financial advice in South Wales. Passionate about
#financial #wellbeing.

[@DWJWealth @dwjwealth]

When you pay off your mortgage, you'll have money that's freed up by no longer having mortgage payments.
Rather than see this money dissolve into household budget or day-to-day spending, consider how powerful it could be.
#retirementplanning https://t.co/82GlMMqLqd

[@DWJWealth @dwjwealth]

With rents rising, lots of people are crunching the numbers to see if they can afford to buy their own home. But it is a big financial commitment, with risks if house prices fall or if you need to relocate.

So what do you need to know to help you decide?
https://t.co/sEBGbKRMzo

[@DWJWealth @dwjwealth]

Needing to satisfy your wanderlust on a budget this winter? Here's some ways to still explore the world without breaking the bank. #financialfreedom #fintech #travellingtips

[@DWJWealth @dwjwealth]

Real or fake? Get it wrong and it could be costly.

We want to make sure you know what to look out for when it comes to scams. Here's another example of a scam you could be targeted with. Be aware. Stay vigilant.
#scamawareness

[@DWJWealth @dwjwealth]

Non-executive director (NED) roles can be a great option for SME owners when they exit their business. They can help you widen your leadership experience; stay fresh and motivated; give back to younger entrepreneurs; and prepare to semi-retire with one or https://t.co/1JlIUklD07

[@DWJWealth @dwjwealth]

We all know those pesky reminder emails telling us we left items in our basket and we need to proceed to checkout. We think reminder emails of our bank balance instead would be better. Take this post as your sign to think twice before making your next impulsive purchase. #financi

[@DWJWealth @dwjwealth]

The government is to announce it will not currently bring forward the date the state pension age will rise to 68
#financialplanning #retirementplanning https://t.co/I2ktSz7xXL

[@DWJWealth @dwjwealth]

The Chancellor delivered his Spring #budget to Parliament today. With the removal of Lifetime Allowance charges next tax year and changes to annual limits on tax-relieved pension savings being some of the highlights from the announcement, we look in more d https://t.co/S8NHHAJGgC

[@DWJWealth @dwjwealth]

Having a strong and secure password is one of the steps you can take to help protect yourself against scams.

See a few essential tips on keeping your password secure.

#scamawareness #cybersecurity

[@DWJWealth @dwjwealth]

You requested it, we listened. Here's 5 quick ways to have more money right now. #financialeducation #financialfreedom #fintech

[@DWJWealth @dwjwealth]

Having protection in place if an illness or injury prevents you from working could free up savings to help you reach the financial future you want. https://t.co/lVhzUiZllz

[@DWJWealth @dwjwealth]

Making full use of your tax allowances broadens your options and choices when planning and investing for your retirement. #taxplanning https://t.co/y9Y2MP58CD

[@DWJWealth @dwjwealth]

An annual audit of your finances can make you feel more in control and improve your overall wellbeing. #financialwellbeing https://t.co/TYfORvioSs

[@DWJWealth @dwjwealth]

If you haven't made the most of this year's allowance, it's a good plan to top up your pension before tax year-end, if you can. #taxplanning

[@DWJWealth @dwjwealth]

Paying into a pension is a great way to save for your long-term future. It's tax-efficient too, here's how tax relief on your contributions works. #taxplanning

[@DWJWealth @dwjwealth]

Are you still getting good value from your Cash ISAs? Reviewing your mix of Cash and Stocks and Shares ISAs is a good course of action ahead of tax-year end: https://t.co/EsyNb3o8ns https://t.co/C3dKjv955o

[@DWJWealth @dwjwealth]

It's always a good idea to take advantage of your annual tax reliefs and allowances wherever you can. Not only does it mean that you don't pay more tax than necessary, it also helps to improve your investment outcomes and makes it easier to achieve your fi https://t.co/saec1iKTyX

[@DWJWealth @dwjwealth]

Let's get 2023 off to a tax-smart start by making the most of those all-important tax allowances well ahead of tax-year end.

Have more confidence and control over your money and your financial wellbeing. #taxplanning https://t.co/In09a8adKQ

[@DWJWealth @dwjwealth]

How can we put you on the path to financial wellbeing? Download our guide about our approach to advice and what to expect at https://t.co/8oDxMPrwmb

[@DWJWealth @dwjwealth]

Tax planning shouldn't be considered only at the end of the tax year – it's something that should be built into your wider financial plan #financialeducation #fintech https://t.co/S6dxMsb47i