Peak Fifteen Financial Planning

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Mark Eldor CFP, Chartered MCSI

29/10/2026

Knowing your retirement income is on track can make a real difference to your peace of mind.

It’s about more than how your investments are performing today. It’s about understanding how your finances can support your lifestyle now while keeping your longer-term needs in mind.

Thank you to this client for sharing their experience of working with us. It’s great to hear how regular reviews, clear communication and a considered approach to retirement income have helped them feel informed and supported.

If you’d like to feel more confident about your financial future, let’s chat!

28/10/2026

Myth: Financial planning is all about investments.

Investments can be part of the picture, but good financial planning looks at much more than where your money is invested.

It's about understanding how today's decisions affect your future, from how much you can afford to spend now to when you might be able to retire.

It can also help you think about protecting your family, managing your finances tax-efficiently and making plans for passing on your wealth.

The aim isn't simply to grow your money. It's to understand how your money can support the life you want.

Get in touch to find out how a financial plan could support your wider goals.

26/10/2026

Your business might be your biggest asset. But is it funding the future you want?

For many business owners, a significant proportion of their wealth is tied up in their company. That can make it easy to put personal financial planning on the back burner.

Thinking about how you build personal wealth alongside growing your business, and what you want your eventual exit to look like, can help you make more informed decisions today.

Because building a successful business and building financial security for yourself aren't necessarily the same thing.

Have you considered how your business fits into your long-term financial plans?

22/10/2026

When you have a clear picture of where you want to go financially, it becomes easier to focus on the steps that will help you get there.

Whether you're growing your wealth, planning for retirement or building financial security for your family, having a plan can help you make more informed decisions along the way.

At Peak Fifteen Financial Planning, we help you connect your financial decisions with your bigger goals.

Let's work this out together.

20/10/2026

Your pension, savings, investments and mortgage might all feel like separate parts of your finances. But decisions in one area can affect another.

For example, how much you save today could influence when you can retire. Paying off your mortgage might affect the money available for other goals. And the way you structure your finances could have implications for your longer-term plans.

Looking at the bigger picture can help you understand how everything fits together and make decisions with your wider goals in mind.

At Peak Fifteen Financial Planning, we help you bring the different pieces together to build a financial plan around what matters to you.

If you'd like to take a more joined-up approach to your finances, get in touch.

19/10/2026

Your financial priorities at 25 probably look very different to your priorities at 45 or 65.

Buying a home, raising a family, supporting children through university, helping loved ones or planning for retirement can all change how you think about money.

The challenge is making sure today's decisions still support the future you're working towards.

Taking time to review your finances can help you understand where you are now and whether your plans still fit your circumstances.

Because good financial planning isn't about having one fixed goal. It's about adapting as life changes.

If your priorities have shifted, it could be a good time to revisit your financial plan.

16/10/2026

What’s your magic number? 🎯

Knowing how much you need to secure your retirement can feel like a big question, particularly when your financial circumstances are complex.

We worked closely with this client to develop a detailed financial plan, helping them identify the “magic number” they needed to protect to support their future retirement goals.

The result? Confidence, clarity and a plan for the years ahead.

As this review shows, financial planning isn’t just about where you are today. It’s about understanding what you need for the future and feeling confident about how to get there.

Let’s help you find your magic number. Get in touch to start the conversation.

14/10/2026

Could your pension be subject to Inheritance Tax?

Pensions have long played an important role in estate planning, but changes to the rules mean it’s worth understanding how your pension could affect the wealth you pass on to your loved ones.

The interaction between pension taxation and Inheritance Tax could leave some families facing an unexpected tax bill.

Our latest article explores the potential ‘double tax’ trap, what it could mean for your estate and why reviewing your long-term financial plans matters.

Read the full article to understand more: https://www.peakfifteenfp.co.uk/article/detail/sjpp/pensions-and-iht-the-double-tax-trap

12/10/2026

Life doesn’t always follow a straight career path.

Taking time out to raise a family, caring for a loved one or stepping back from work for personal reasons can all affect your long-term financial future.

But how do these ‘missing years’ impact your financial plans, and what can you do to help protect your future?

Our latest article explores the impact of career breaks and caring responsibilities on long-term financial planning, and why it’s important to factor these periods into your plans.

Read the full article to find out more: https://www.peakfifteenfp.co.uk/article/detail/sjpp/the-missing-years-caring-career-pauses-and-long-term-planning

08/10/2026

Sometimes the biggest barrier isn’t what’s possible – it’s whether we’re willing to take the first step.

Keep going. Keep learning. Keep moving forward.

Address

56 Hamilton Square
Birkenhead
CH415AS

Telephone

+441513059537

Website

http://www.peakfifteenfp.co.uk/

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