Stephens’ Post

Love your work James Cairncross! As always, we're happy to workshop a commercial finance scenario and look forward to continuing our conversations. Matthew Porch Richard Planca Michael Rhee Renae Long Nariné Kalloghlian Brett Winzer #mortgagebroker #financebroker #privatelender #commercialfinance

Simplicity lies at the heart of everything we do at Blackmount Private Wealth. We recognise that engaging with financial services can be complicated. Even the process of taking advice about the best options can be daunting. To help you start a conversation with our independent financial advisers, there is a Frequently Asked Questions page on our website. By directly answering the questions on most people's mind when they look for an adviser, Blackmount Private Wealth is making it as simple as we can. #financialadviser #faq https://lnkd.in/e2YcTrSK

Getting advice from the people you trust helps you plan for the future. Whatever experiences life throws at you, it's important to have a human being in your corner to support you. In fact, it's invaluable. Read a real story about a St. James's Place client who's benefited from getting one-to-one advice: https://lnkd.in/e2xcNdTc St. James's Place Representatives represent only St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. SJP Approved 8/3/2024 #InvaluableAdvice #FinancialPlanning #Cashflow #Forecasting

It's great to be featured in our most recent blog post 🙌 If you are searching for a financial planner who puts your needs first and truly understands your financial goals, look no further than Woodgate. We are here to guide you every step of the way on your financial journey, with a values-based approach that ensures your well-being is our top priority. #financialadvice #pensions #invest #financialplanning

BerryDunn knows that #affordablehousing organizations are unique, and have specific challenges and opportunities. Gain insight into how we can provide the vital strategic, financial, and operational support necessary to help you fulfill your mission. https://bit.ly/46n1YAm

We know that business success and your personal finances are closely connected but hitting the right balance between them can be tricky. Let us help you 🤝🏻 Broad Chare Partners is an Appointed Representative of and represents on St. James's Place Wealth Management pls (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 19/06/2023 #BusinessOwners #Business #FinancialPlanning

👋 Hey everyone, 📣 I've just published an eye-opening article that you NEED to read if you're involved in the financial planning industry. 🔥 The "Fee for No Service" Crisis 🔥 This isn't just about St. James's Place. It's a widespread issue affecting other big names like Quilter, Brewin Dolphin, Rathbones, and Hargreaves Lansdown. 🤔 Why Should This Matter to You? 1️⃣ Clients: Are you unknowingly paying for services you're not even receiving? 2️⃣ Advisers: Did you know that buying a declining book of business could leave you in debt and unemployable under FCA's fit and proper rules? 👇 Read the Full Article Here https://rfr.bz/l6ouyyd 🌟 The Academy of Life Planning is on a mission to bring transparency and integrity back to financial planning. If you're an adviser looking to make a positive change, we're here to help. Let's create a financial planning industry that truly serves the needs of both clients and advisers. 🌐 #FinancialPlanning #Transparency #Integrity #FeeForNoService #Advisers #Clients #FCA

👋 Hey everyone, 📣 I've just published an eye-opening article that you NEED to read if you're involved in the financial planning industry. 🔥 The "Fee for No Service" Crisis 🔥 This isn't just about St. James's Place. It's a widespread issue affecting other big names like Quilter, Brewin Dolphin, Rathbones, and Hargreaves Lansdown. 🤔 Why Should This Matter to You? 1️⃣ Clients: Are you unknowingly paying for services you're not even receiving? 2️⃣ Advisers: Did you know that buying a declining book of business could leave you in debt and unemployable under FCA's fit and proper rules? 👇 Read the Full Article Here https://rfr.bz/la0gpga 🌟 The Academy of Life Planning is on a mission to bring transparency and integrity back to financial planning. If you're an adviser looking to make a positive change, we're here to help. Let's create a financial planning industry that truly serves the needs of both clients and advisers. 🌐 #FinancialPlanning #Transparency #Integrity #FeeForNoService #Advisers #Clients #FCA