CMP Financial - St. James's Place

14/03/2023

Would you miss £4 a day?
Here's how paying the equivalent of £4 a day into your pension for 28 years could give you an extra £132,000 in retirement.

01/03/2023

21/02/2023

How much is Capital Gains Tax?
Don’t get caught out paying too much – or too little – CGT.

12/01/2023

So a new year begins.... last year was busy! I think my 2022 diary stuffed full of notes shows this pretty well!

As ever if you need any Financial advice - call us - 01462 713078.

In 2022 we:
✳ Did a Tax Year End and ISA Project,
✳ Held Events at the local Military base - offering advice to serving personnel,
✳ Sponsored Club and
✳ Held fantastic Charity event there in support of ,
✳ Attended an Event for local Entrepreneurs at ,
✳ Teamed up with - Law Firm Based in Guildford, UK to offer cash flow modelling to their Family Law team,
✳ Supported our local Friends of Shillington at a Jazz Event to raise money for the local area,
✳ Went to Networking events,
✳ Offered Webinars and Seminars to NHS and
✳ Offered loads of seminars and webinars as well!

👍 This has involved the whole CMP Financial - St. James's Place team!
These are just some of the stand out moments!

Bring on 2023! Let the planning commence!

Future events planned already, if you wish to have more information, please don’t hesitate to contact us on 01462 713078

Upcoming Projects include:
⚫ 2023 Tax Year End Planning,
⚫ NHS Pension Webinars,
⚫ Cainhoe Captains Days & Charity Golf Events (Let me know if you'd like to come along!),
⚫ More Jazz on the Lawn,
⚫ Women in Business Seminar,
⚫ Family Law Seminars.....

It all go here!

16/12/2022

Over the festive period CMP Financial will be closing our offices to allow staff to enjoy some well-earned time off.

CMP Financial Office will be closed: from the 24th December 2022 and reopening 3rd January 2023.

If you need to speak to your adviser urgently, please contact them directly, alternatively, leave us a message, either via email [email protected] or 01462 713078 we will get back to you as quickly as we can.

We wish you all a very Merry Christmas and look forward to seeing you all next year!

18/11/2022

Presenting: "The Value of Advice - Planning a “Tax Healthy” New Year"

Wednesday 7 December 2022 at 12:30 – 13:30

Join our guest speakers and St. James’s Place taxation experts Marcia Banner and Niki Patel as they remind us why the approach of the end of the tax year is such a great time to review the tax efficiency of our financial plans.

Click here to save your virtual seat https://sjp-co-uk.zoom.us/webinar/register/WN_6zelDcTTS_a5xhOiUowsjA

Taxation rules can change at any time and are dependent on individual circumstances.

CMP Fiancial 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.

08/09/2022

Great video from Andrew Shaw here, regarding Pensions.

It's Pension Day on the 15th September, So if you have any questions or queries please just ask.

We're here to help!

04/05/2022

How much do you know about the steps you could take to help curb climate change? Test your knowledge here: https://www.bbc.co.uk/news/science-environment-58996348

How much do you know about the steps you could take to help curb climate change?

28/04/2022

22/04/2022

As the world moves towards a post-COVID-19 era, economic recovery has become the top priority for governments and businesses alike, and what has become clear is financial literacy and education has become a necessity.

While you may have heard of bear markets, bull markets, cash cows and tech unicorns, there are lots of other creatures that have moved from the financial pages to everyday conversation.

To help you on this safari, here are five animal metaphors to watch out for in the post-pandemic world.

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