Manders Financial Services Ltd

04/06/2026

This year we have once again decided to support Atlas Safety Management Ltd's Charity Golf Day hosted at Oake Manor by donating to the wonderful Alfie Nick Foundation. 🏠🏌️💫

This foundation was established in memory of Alfie Nick who tragically lost his life in 2023, aged just 17 years old. Their mission is to help disadvantaged children in England & Wales, providing them with resources, support, and opportunities to improve their quality of life.

It is about shining a light on the lives of the overlooked, something we strive to support. ✨

If you would like to support the charity, or a keen golfer, take a look at the Charity Day at the Club, being hosted on the 12th June!

02/06/2026

Another Manders sponsored School Bag filled with educational resources that has reached a child. 🎒

We're proud to continue supporting School in a Bag, with every new client given the opportunity to sponsor a School Bag and help provide children around the world with the tools they need to access education and build a brighter future.

If you'd like to support this incredible local charity, why not check out the upcoming Home Farm Festival located in Chilthorne Domer? It's a fantastic weekend of music, family fun and fundraising for a great cause.

28/05/2026

The latest findings from the Pensions Commission reveal that nearly half of working-age adults in the UK are not currently saving into a pension.💰📚

Combined with ongoing cost of living pressures, it’s a reminder of how important regular financial reviews and long-term planning can be.

Small steps today can make a significant difference for the future.

To read more about this topic, read our WeekWatch by clicking on the image below.

21/05/2026

Do you remember what helped you most when you were starting out in adulthood? 💭

For many people, it was a little financial support at just the right time, whether that was help towards learning to drive, university costs, renting a first flat or getting onto the property ladder.

The reality is, those milestones are becoming more expensive for younger generations. But the good news is that even small amounts saved regularly for children or grandchildren today could make a meaningful difference in the future.

It’s not always about leaving huge sums behind, sometimes it’s simply about creating opportunities, choices and a stronger financial foundation for the next generation. 🌱

If you’ve ever thought about putting something aside for your children or grandchildren, now could be a good time to start exploring the options available.

Click the image below to read more. 👇

Many parents worry that their children will struggle to find their financial feet in the current environment. Concerns include the flagging jobs market and inadequate retirement savings. Meanwhile, high house prices make it increasingly difficult to take the first step onto the property ladder. Thes...

21/05/2026

Do you remember what helped you most when you were starting out in adulthood? 💭

For many people, it was a little financial support at just the right time, whether that was help towards learning to drive, university costs, renting a first flat or getting onto the property ladder.

The reality is, those milestones are becoming more expensive for younger generations. But the good news is that even small amounts saved regularly for children or grandchildren today could make a meaningful difference in the future.

It’s not always about leaving huge sums behind, sometimes it’s simply about creating opportunities, choices and a stronger financial foundation for the next generation. 🌱

If you’ve ever thought about putting something aside for your children or grandchildren, now could be a good time to start exploring the options available.

Navigate to our linktree link in our bio to read more.

19/05/2026

We were delighted to once again sponsor the Minster Milers Ilminster 10K 2026! 🏃‍♂️

We couldn't miss the opportunity to sponsor one of our favourite local events again this year.

This year’s event raised an amazing £5,127.46 for and Ilminster's own running club, Minster Milers 👏❤️

To put that into perspective, the funds raised could help Ferne feed all 300+ animals in their care for nearly an entire month!🐴

A huge well done to all the runners, organisers, volunteers and supporters who helped make the day such a success, and thank you to Minster Milers for our lovely certificate!

13/05/2026

The next step in your advice process with us may be what we call a 'presentation meeting', but what exactly does this entail?

When it comes to providing a recommendation, transparency is key.

We believe clients should feel fully informed and confident at every stage of the advice process. That means taking the time to clearly explain not only our recommendations, but also the reasoning behind them, the potential risks involved, and any associated costs from the outset.

Whether we are discussing investments, retirement planning or protection, we want clients to understand:

– Why a recommendation may be suitable for their circumstances
– What the potential benefits and risks are
– Any charges or fees involved
– What the next steps could look like moving forward

With the aim of open communication, clients have the ability to make informed decisions for their financial future.

08/05/2026

2026 is the 10th Anniversary of the Ilminster Literary Festival, and this year we’re proud to be one of the festival sponsors.

Taking place during the week commencing 2nd June, the festival brings together novelists, historians, poets and many other inspiring voices for a celebration of literature, storytelling and creativity within the local community.

As a local organisation, supporting initiatives that bring people together and celebrate our community is incredibly important to us, which is why partnering with the festival felt like a natural fit.

If you’d like to find out more about the event and what’s happening throughout the week, visit .

06/05/2026

This week, we’re celebrating a very special milestone for our Client Liaison Manager, Paige, who marks 7 years with us 🎉

Since joining back in 2019, Paige has become an integral part of the business, bringing dedication, care and a friendly face to both our clients and the team every single day. Her commitment to delivering exceptional service and support behind the scenes does not go unnoticed.

We’re incredibly lucky to have you as part of the team and look forward to many more milestones ahead ❤️

01/05/2026

So, you've seen our post where we explain what you should expect from a first meeting with us, but what happens after the meeting is done?

After the initial conversation, Sophie and Jenny take the information you’ve shared and begin building a clearer picture of your financial position, goals, and priorities.

From there, we may:

– Review any existing plans or investments with the help of our external practice support
– Forms discussions with each other and make calculations to identify areas where improvements could be made, such as to your tax position
– Explore potential recommendations suited to your objectives using St. James's Place range of solutions
– Arrange a further meeting to clearly and transparently explain potential next steps you could take

There’s still no pressure or obligation.

Financial planning is a process and the next stage is about helping you understand your options with clarity and confidence.