
Independent Financial Advisers based in #Mold North Wales. Reach your financial goals. Get in touch for a free, financial health check! #chartered #advice
Mold, Wales
Joined July 2015
- Tweets752
- Following357
- Followers445
- Likes287
We are asking for recommendations for our annual donation in lieu of sending cards. Instead of sending what can be 200 cards, plus postage, this money has been directed to a charitable cause. If you would like to recommend a cause for consideration this year, please contact us
Your business can be one of your most important assets. Many people protect their debts, their families, whilst leaving their businesses exposed. There are many measures you can take, some of which can also be tax efficient. Contact us today! #BusinessProtection
Wishing Amy the best of luck as she starts her professional paraplanning qualifications with us! #paraplanner #Qualification #professionalism
Autumn statement, what are the key points? Tax cuts, rises in benefits, State Pension, minimum wage and many other features....
Here is a useful summary:
bbc.co.uk/news/business-6727…
We need recommendations for our annual donation in lieu of sending Xmas cards. We have done this for the past couple of years; instead of sending what can be 200 cards, plus postage, this money has been directed to a charitable cause (which is always gratefully received) #charity
Another satisfied customer. Thanks for the Google review Emyr, it’s so rewarding to hear we are doing a good job! Being accessible and supportive is our number one objective! 👍 #clientreview #happycustomer
Taking on new debt in the current climate is a significant financial decision. If interest rates rise by a few more %, would debt repayments remain affordable? Would debt be protected if you were unable to work due to illness? #interestrates2023
bbc.co.uk/news/business-5776…
We can help you to explore a number of saving and investment options that may be relevant to your individual circumstances. To make the most of your financial planning, contact us to arrange an initial consultation #savings #savingsgoals bbc.co.uk/news/business-6584…
We are currently looking for ideas for future community projects. If you know any charities or community causes that could benefit from our team's voluntary time, please drop us a message! #communitywork #volunteering #CommunityEngagement
A Google review to be proud of. It’s everything we set out to achieve, everyday. Thanks Austin for your review, it is always wonderful to hear when our clients are happy! #happyclients #integrity #independentfinancialadviser #feedback
As part of our community and environmental commitment, we spent another day with the North Wales Wildlife Trust, this time in the Coed Y Felin nature reserve. Today we planted 44 Sessile Oak trees and 10 Hazel trees, helping to reforest an area which has recently been felled 🌳
The Spring budget has revealed a number of advantageous plans into relation to pensions!
bbc.co.uk/news/business-6478…
#springbudget2023 #tax #savings #pensionannualallowance #pensionsaving
It's less than a month before tax year end! Don't leave it too late to arrange any ISA or pension top ups. We cannot guarantee last minute investments will be completed in time #Isas #taxyearend #pensionannualallowance #CorporationTax #pensionsaving #investments
Don't miss out on tax saving allowances. The permitted allowance for ISAs (Individual Savings Accounts) is £20,000 per person for the 2022/2023 tax year. The deadline to use this by is April 5th. Don't leave it too late! #Isa #tax #taxyearend #savingsplan
A chilly start to our community days for 2023. Amy and Claudia volunteered with the @North_Wales_W. They built 11 bird boxes in total, which will provide much needed homes for nesting birds in their nature reserves #givingbacktothecommunity
The new year is an ideal time to review your financial goals and how on track you are to meet them.
If you want to reach your financial goals, three things are key and we can help with this:
1. Time
2. Focus and commitment
3. Review
#independentfinancialadvice #FinancialGoals
bbc.co.uk/news/business-6355…
With planned increases to the minimum wage, fixed income tax bands until 2028, plans to reverse cuts to stamp duty and Inflation proofed State Pensions....there is a lot to see in the Autumn Statement. #budget #AutumnStatement
We will be sponsoring our town’s ‘Novemberfest’ again this year. It is a fantastic community event, showcasing some wonderful local producers and supporting small businesses across our region and beyond. We are proud to be part of it. On all weekend!
moldnovemberfest.org.uk



















