Happy World Financial Planning Day! Check out https://t.co/WFkdniDHJn to learn more about the value of financial planning and of working with a CERTIFIED FINANCIAL PLANNER professional.
#WFPD2023#IOSCOWIW2023#CFP#financialplanning@ioscowiw
Step into your Personal Portfolio Portal!
Giving you 24/7 access to your investments, your exclusive online SpringGen portal is safe, secure and easy to use.
#PersonalFinance#Investing101
What would happen if you stopped paying into your pension?
In a recent Press & Journal article, our own Jenny Madhoo discusses the temptation to stop contributing to workplace savings and the detrimental effect this can have on your financial future.
https://t.co/hypbfqYEdj
Stay in or go out?
Because you can arrange online meetings with us, the choice is yours. So get comfy, and let's talk about how we can make your money work harder.
Book a free virtual consultation to get started - https://t.co/dMiQ3zOEz4
#PersonalFinance#Investing101
Hidden fees? Not a chance! ๐
When you sign up for our Money Management Service, you'll pay a one-off fee from ยฃ375 and then ongoing fees from 0.75% on your investments.
No fuss, just good financial advice.
#PersonalFinance#Investing101
Let's have a chat โ
Your initial free consultation is all about us getting to know each other.
Plus, it's a virtual meeting so we can meet whenever (and wherever) it's most convenient for you.
#PersonalFinance#Investing101
From Shetland to Surrey, we're providing expert financial advice up and down the country.
"Jenny is very responsive, friendly and supportive and we feel very relaxed in the knowledge that she is investing on our behalf."
#PersonalFinance#Investing101
What can we expect in 2023? ๐ฎ
Many believe banks will increase their reliance on cloud-based solutions, and blockchain technology will become more prevalent.
Not sure what it's all about? We've got you covered - https://t.co/2LbtBclIsS
#Cryptocurrency#Bitcoin#Blockchain
Are you prepared? โ๏ธ
As a UK recession looms, it's undoubtedly a scary time for everyone.
But there are things you can do now to better prepare for the storm ahead.
Learn more - https://t.co/nDqCYsBcb3
#PersonalFinance
Happy New Year! ๐๐
We're not back in the office just yet. But on Wednesday, 4 January, we'll be geared up, fully recharged from the festive season, and ready to help our clients get financially fit in 2023.
Will you be joining us for the journey?
#PersonalFinance#Investing
Thoughts of retirement fill you with horror? ๐
A plan and advice from a financial planner will ensure there are more treats than tricks for your financial future.
#halloween#financialplanning#wealthmanagement
How much do you know about Bitcoin?
Learn about the history, risks and environmental impact of the decentralised digital currency.
https://t.co/bb1iE5EBoW
#personalfinance#financialplanning#cryptocurrency
Financial Planning Week is coming up, and what better time to speak to a planner about your financial goals and aspirations!
Between 3rd-7th October, book a no-obligation appointment with our team free of charge.
https://t.co/044lBtlQ9D
#financialplanning#FPWUK
Quality financial advice is more affordable than you think.
We offer a range of services to suit your needs, and with competitive fees, a financial planner is a luxury you can't afford to miss!
#financialplanning#financialadvice#wealthmanagement