Gary Charlesworth

Do you know how your pension is invested and what fees you are paying? Being better informed about what is happening to your money can make a real difference to your retirement. Find out more here: https://lnkd.in/e4tHhZzs

Are you an IFA trying to balance client relationships with the demands of research, reporting, and admin work? Consenta's paraplanning services are designed to make your life easier. From suitability reports and cashflow modeling to fund research and implementation support, we handle the detailed work so you can focus on delivering value to your clients. #TeamConsenta #FinancialAdvice #ConsentaInsourcing #Consenta #Insourcing #IndependentFinancialAdvisers #FinancialPlanning #Paraplanning #ClientReviews #UnitedKingdom #UK

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Ready to make the most of your retirement savings? Join Marcus Pilkington, Chartered Financial Planner with over 22 years of experience, as he shares his top strategies for a secure and fulfilling retirement. From structuring savings to maximising investments, this episode is packed with actionable insights for everyone—from those just starting to think about retirement to those looking to fine-tune their plans. Listen now: https://lnkd.in/eN9frY7B #RetirementPlanning #FinancialAdvice #Podcast #RetirementGoals #MarcusPilkington #SecureYourFuture

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Want to know a major benefit of financial planning. Especially for business owners and senior executives in 40s Hint it's not setting up pensions or investment. Check out video and if something you want to create for yourself please get in touch. NOT YOUR TYPICAL IFA WEALTH BEYOND NUMBERS #Worktolive #csuite #seniorexecutives #businessowners #directors #thinkingenviroment

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Want to know a major benefit of financial planning. Especially for business owners and senior executives in 40s Hint it's not setting up pensions or investment. Check out video and if something you want to create for yourself please get in touch. NOT YOUR TYPICAL IFA WEALTH BEYOND NUMBERS #Worktolive #csuite #seniorexecutives #businessowners #directors #thinkingenviroment

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What’s the first step you take when it comes to your own financial planning. In this video I share my thoughts around financial planning and an area you need to focus which I think a lot of people overlook. Let me know your thoughts and whether this is something you are clear on. Not your typical IFA Wealth beyond numbers.

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All asset classes have their pro’s and con’s – such is life. See what the pro’s and cons of equities are above ☎️07522281673 📧[email protected] The information contained in this post is based on the opinion of Continuum and does not constitute financial advice, you should seek independent financial advice before embarking on any course of action The value and returns of an investment are not guaranteed, investors may lose some or all of their investment. Capital is at risk.

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Discover the key themes from Scottish Widows’ 2024 Paraplanner Survey in this webinar with Professional Paraplannerincluding myths and misconceptions about paraplanners, how technology is shaping the role and how regulatory changes affect workload. Watch Now: http://spr.ly/6044oDhvM

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End of a busy week here at Equilibrium. We held a golf day on Wednesday for existing and potential clients.  Great company, discussions and food. We also raised some cash for charity at the same time. Result !. Think we experienced all types of weather apart from Snow!!. Eight new clients signed up as well. Most of those had existing financial planners in place but the service was lacking. Are you getting a first class service from your financial planner? If not, please reach out for a coffee and relaxed chat to find out more about how Equilibrium can help you. #financialplanner #financialadviser #makingpeopleslivesbetter #financialwellbeing

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Outsourcing paraplanning allows you to focus on what truly matters – delivering quality advice to your clients. Here's why financial advisers are choosing us: 👉 Efficiency – Get FCA-compliant reports without the hassle. 👉 Flexibility – Scale up or down based on your needs. 👉 Expertise – Access highly experienced paraplanners whenever you need. Why juggle admin and reports when you can spend more time building your business? Let us lighten the load. Contact us today to discuss how we can support your practice! #financialadviser #paraplanningsupport #businessgrowth #outsourcedservices #financialservices

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How does Rhys Hubbard-Miles, specialist adviser at Mount Stuart Wealth Management help business owners? ▪️ Cashflow modelling ▪️ Tax efficiencent profit extraction ▪️ Shareholder protecion ▪️ Key person insurance ▪️ Exit strategy The value of an investment with St. James's Place will be directly linked to the performance of funds you select, and the value can therefore go down as well as up. You may get back less than you initially invested. #BusinessOwners #BusinessOwnersCardiff #BusinessOwnersLondon #CardiffBusinesses #RetirementGoals

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For financial advisers only, not for consumers. We've joined forces with a range of partners to deliver a guaranteed income producing asset provided by our Secure Lifetime Income solution which could optimise drawdown portfolio outcomes when integrated into your client’s SIPP. Find out more here.#JustBlends

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