Sunnymead Financial Planning Ltd

Ruby attended her first proper Network Coffee morning. Thank you for making her feel welcome and Paul for taking this great photo of her.

Andover 10k plus done.

We no longer have a teenager. Happy Birthday Belle, proud of the young lady you have become. Xx

🚨 Budget Alert! 🚨

New government, new rules. What does it mean for YOUR money?

Join this webinar where we break it all down so you can make informed decisions in your personal and professional life.

Post Budget Financial Planning Insights
🗓️ Friday 01 November
⏰12:30 to 13:30
🔗 Register Here - https://buff.ly/4f0g6DB

Topics covered:
📈 Economy shifts
💼 Tax updates
👵 Pension changes
💡 Smart money moves

Don't let the new budget catch you off guard!



The value of your investment can go down as well as up. You could get back less than you invested.

Sunnymead Financial Planning Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.

SJP Approved 27/08/2024

In a blink of an eye we have a 12 year old. Happy Birthday Jai xx

Home is where the heart is.

Buying a new house is exciting, but with so many lenders and products available, choosing the right mortgage can be confusing. Let us help you understand your choices; we can guide you through the complexity of today’s mortgage markets, making the process as straightforward as possible, and making sure you have the right mortgage to suit your needs.

Contact us to find out more: Sunnymeadfp.co.uk

Your home may be repossessed if you do not keep up with repayments on your mortgage.
Sunnymead Financial Planning Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).
SJP Approved 26/03/24

"Life happens, and we lose track of old pensions. Most only have partial info, but that's a start. Here's what most providers will need:

- Your national insurance number
- Date of birth
- Recorded address: this may differ from your current address as it will be the address you were at when you left the scheme.
- If you have changed your name, and providers have details registered in your previous name, you will be expected to provide proof of your name change."

Here are some tips for keeping track of your pension pots:

Celebrating 13 years of marriage, planning the next 13 (thankfully Jen still has me in them 😄)

We are off to Wembley