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Finli @finli.bsky.social · 4d

When it comes to planning for retirement, “enough” means something different to everyone. Our latest article explores how to understand what enough really means for you and how to plan towards it with confidence.

Read the full article: www.finli.co.uk/how-much-is-...

Finli @finli.bsky.social · 26d

As you approach retirement, even small changes in policy can significantly impact your plans. The Autumn Budget introduces several updates worth paying close attention to.

Read our latest article to discover how you can protect your wealth as retirement nears: www.finli.co.uk/autumn-budge...

Autumn Budget – protecting your wealth as retirement nears - Finli

As the Autumn Budget approaches on 26 November, speculation is building over what the Chancellor may announce. For those in later career stages, with sizeable pensions and investments in place, the qu...

www.finli.co.uk

Finli @finli.bsky.social · Sep 29

Planning for the future means more than looking after yourself. It is about shaping security and choices for your family too.

Our latest article shows how to start building generational wealth today, so your impact lasts long into the future: www.finli.co.uk/how-to-plan-...

Finli @finli.bsky.social · Sep 16

It’s #PensionAwarenessWeek! The perfect moment to pause, reflect, and take control of your future.

Discover how you can enjoy today and protect tomorrow: www.finli.co.uk/pension-awar...

Finli @finli.bsky.social · Aug 21

Retirement might feel a long way off, but the time to plan is now - whether it’s 10, 20 or 30 years away. Learn how to use your pensions, savings and investments to create the lifestyle you want in retirement: www.finli.co.uk/how-to-fund-...

Finli @finli.bsky.social · Aug 4

Your present self often conflicts with your future self. People tend to be so nervous about short-term losses that they do not take the risks that come with growing their wealth over time.

Discover the behavioural biases that could be holding you back and how to overcome them: shorturl.at/Eo3Zi

Finli @finli.bsky.social · Jul 28

It’s worth checking in from time to time that your financial plan is still on track and to see whether there are areas where you could improve.

Here are five key questions to ask yourself to make sure your finances are in a good place: www.finli.co.uk/mid-year-mon...

Finli @finli.bsky.social · Jul 7

More than 5 million people in the UK need some form of care support, according to Age UK. Of this group, around 3.4 million who need care support don’t receive any.

Read our new guide to help you financially prepare for later life care: www.finli.co.uk/guide-to-fin...

Finli @finli.bsky.social · Jun 27

Retirement is a big milestone for many, promising freedom to pursue interests and enjoy life after years of work. However, it also brings financial uncertainties that require careful planning.

Read our latest article to understand how a financial planner can help: www.finli.co.uk/the-biggest-...

Finli @finli.bsky.social · Jun 10

Meet Lawrence & Stella - a retired couple embracing their golden years with energy, purpose, and joy. But their secret to enjoying retirement with confidence? Financial peace of mind - made possible with expert guidance from Paul Reeves at Finli.

Finli @finli.bsky.social · May 29

The death of a loved one is always a difficult time, yet the financial and legal responsibilities that follow require clear-headed action.

Read the second instalment of our guide to end-of-life planning to understand the critical steps in managing the financial aftermath of loss: shorturl.at/EBnJE

Finli @finli.bsky.social · May 20

Preparing for the end of life goes beyond emotional acceptance. It’s about ensuring your money aligns with your wishes and shields your loved ones from avoidable strain. The task can feel heavy, but it’s a necessity.

Read on to make sure you're financially prepared: www.finli.co.uk/a-guide-for-...

Finli @finli.bsky.social · May 20

With high life expectancies and pensions evolving, retirees face a landscape where lifestyle choices, financial strategies, and personal aspirations must align.

Read our latest article to discover how you can craft a purposeful retirement: www.finli.co.uk/how-to-retir...

Finli @finli.bsky.social · Apr 16

📊 The key to successful investing? 𝗦𝘁𝗮𝘆 𝘁𝗵𝗲 𝗰𝗼𝘂𝗿𝘀𝗲.

In our latest article, we explore why staying invested is so important for building long-term wealth.

👉 Read now to understand why staying invested could be the smartest financial decision you make: www.finli.co.uk/the-importan...

Finli @finli.bsky.social · Apr 8

📢 Upcoming Webinar: Spring Statement, Estate & Inheritance Tax Planning – What does it mean for your finances?

🗓 Date: Friday, 11 April 2025
🕚 Time: 11:00 AM – 12:00 PM
💰 Cost: Free

Register here: us02web.zoom.us/webinar/regi...

Finli @finli.bsky.social · Mar 27

The Chancellor Rachel Reeves has delivered her Spring Statement to Parliament, giving key economic and spending updates on the UK economy.

So what is changing? And what does it mean for you?

We’ve broken it all down in our latest blog: www.finli.co.uk/spring-state... #finances #personalfinances

Finli @finli.bsky.social · Mar 26

It is hard to remember a time when there has been so much speculation on geopolitical and global economic events.

But, no matter what is happening out there, you need to make decisions based on a cool, calculated assessment of what is in your best interests: www.finli.co.uk/the-importan...

Finli @finli.bsky.social · Mar 21

On March 26, Rachel Reeves, the Chancellor, will reveal her second fiscal update of this Parliament. The one major potential policy we know of currently relates to cash ISA allowances.

Read our blog to see what potential changes could impact you: www.finli.co.uk/spring-state...

Finli @finli.bsky.social · Mar 13

We’re delighted to share that Derek Dryden, one of our outstanding financial Planners at Finli, has been recognised as a Top-Rated Adviser for the 7th consecutive year in the VouchedFor 2025 Top Rated Adviser Guide! 👏

#financialadvice #financialplanning #personalfinances

Finli @finli.bsky.social · Mar 11

What inspired you to become a financial planner?
According to Reuben Honey, ‘Budgeting, saving, and managing my money properly and for the first time, I felt in control. In fact, I was able to self-fund my financial planning qualification using the savings I built from those very tools and tips.’

Finli @finli.bsky.social · Mar 6

What’s one financial tip everyone should know? We asked our financial planner, Olivia Kennedy: ‘Everyone should complete a spending planner. It answers the old question of "where does all my money go?" It shows you how much you actually spend on "stuff" you never account for.’ #personalfinances

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Finli @finli.bsky.social · Feb 28

The end of the tax year is now looming and there are a few things you might not have thought of as it approaches. Read our blog to discover some essential tips: www.finli.co.uk/essential-ti...

Finli @finli.bsky.social · Feb 20

How do our financial planners help clients navigate financial stress and uncertainty? According to Derek Dryden, ‘bring the focus back to their personalised "game plan," ensuring they stay on course and aren’t swayed by short-term market noise.’ #personalfinances #financialplan #financialadvice

Finli @finli.bsky.social · Feb 13

The Autumn Budget 2024 introduced significant changes to Inheritance Tax (IHT) and how unused pension pots are taxed, leaving many to feel uncertain about their financial plans.

Read our blog to understand how these changes could affect you: www.finli.co.uk/pensions-and... #InheritanceTax #pensions

Finli @finli.bsky.social · Feb 10

What’s the most rewarding part of being a Financial Planner?
According to Olivia Kennedy, “seeing the clients’ stress being taken away, the look of relief when you tell them it's all going to be ok." #finances #personalfinances #financialplanning