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Bank House Financial Planning APPROACHABLE FINANCIAL PLANNING

Independent Financial Advisers helping people in Staffordshire

4 reasons why making mobility a priority during retirement could bring significant long-term benefits:1. Protect your in...
30/10/2026

4 reasons why making mobility a priority during retirement could bring significant long-term benefits:

1. Protect your independence
2. Reduce daily “niggles” and joint discomfort
3. Improve balance and prevent falls
4. Keep up with the activities you enjoy

Read our blog, linked below, to find out more.

https://bankhousefp.co.uk/4-reasons-to-focus-on-mobility-in-retirement/

Chancellor John Healey has delivered his first Autumn Budget, outlining the government’s fiscal plans for the coming yea...
28/10/2026

Chancellor John Healey has delivered his first Autumn Budget, outlining the government’s fiscal plans for the coming year and beyond.

We’ve produced a useful summary of the 2026 Autumn Budget to help you understand the main points of John Healey’s speech and the impact it could have on your long-term financial plan, as well as your family and business.

Click the link below to read the full article.

https://bankhousefp.co.uk/your-2026-autumn-budget-update-and-what-it-means-for-you/

Just one in five people with a defined contribution pension understand what retirement income they can expect, according...
28/10/2026

Just one in five people with a defined contribution pension understand what retirement income they can expect, according to research findings published by IFA Magazine.

This uncertainty could leave you worried about your long-term financial security and unprepared for what lies ahead.

That's where financial planning comes in.

Read our blog, linked below, to find out how a financial planner can use cashflow modelling to give you a clear picture of your retirement income and help you plan for the future you want.

https://bankhousefp.co.uk/how-a-cashflow-model-could-provide-clarity-about-your-retirement-income/

£1.28 billion was lost to fraud in 2025, according to UK Finance.Falling victim to a scam could harm your financial secu...
26/10/2026

£1.28 billion was lost to fraud in 2025, according to UK Finance.

Falling victim to a scam could harm your financial security, but the long-term effects often go beyond your bank account.

Some victims may find the fraud has an emotional impact, such as affecting their confidence or ability to trust people.

To find out more about 5 of the most common scams and how you can protect yourself, click the link below.

https://bankhousefp.co.uk/5-common-scams-you-need-to-be-aware-of/

44% of young adults (18 to 29) are reliant on family to feel wealthy, according to IFA Magazine.While you might be keen ...
23/10/2026

44% of young adults (18 to 29) are reliant on family to feel wealthy, according to IFA Magazine.

While you might be keen to lend a helping hand to younger family members, you may not have expected to provide support for so long.

Updating your financial plan could help you assess tax-efficient ways to pass on wealth and feel confident about your decisions.

Read our blog, linked below, to find out more.

https://bankhousefp.co.uk/are-you-supporting-adult-children-heres-why-it-should-be-part-of-your-financial-plan/

When you imagine your retirement, you may picture yourself taking long walks in the countryside, travelling to new place...
21/10/2026

When you imagine your retirement, you may picture yourself taking long walks in the countryside, travelling to new places, or playing with your grandchildren.

Yet your ability to enjoy these moments depends on a factor that rarely gets the attention it deserves - your physical mobility.

It’s all too easy to ignore mobility until everyday movements begin to feel stiff or awkward.

Shifting your focus towards how well your body moves, rather than how hard it works, could transform the way you live in your golden years.

Click the link below to discover the importance of focusing on mobility in retirement.

https://bankhousefp.co.uk/4-reasons-to-focus-on-mobility-in-retirement/

Brits are more risk-averse when considering investing than other nations.According to Manchester Metropolitan University...
19/10/2026

Brits are more risk-averse when considering investing than other nations.

According to Manchester Metropolitan University, excluding workplace pensions, only 23% of people in the UK invest in the stock market, compared with nearly two-thirds in the US.

To discover some of the reasons why cash might feel safer and the potential impact of overlooking investing, read our latest blog, linked below.

https://bankhousefp.co.uk/the-psychology-behind-favouring-cash-instead-of-investing/

94% of UK adults said their most important retirement dream is to feel financially secure for the rest of their lives, a...
14/10/2026

94% of UK adults said their most important retirement dream is to feel financially secure for the rest of their lives, according to a survey by Legal & General.

However, working out what your income might look like many years from now can be complex.

If you feel in the dark about how your pensions, savings, and investments might support you in later life, click the link below.

https://bankhousefp.co.uk/how-a-cashflow-model-could-provide-clarity-about-your-retirement-income/

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