Financial Design IFA Ltd

14/01/2026

Congratulations to our Director Independent Financial Adviser - Jordan Newbold!

As mentioned in our Christmas e-mail I'm now a director at Financial Design IFA Ltd . I look forward to getting involved in my new role!

https://www.financial-design.co.uk/blog/from-administrator-to-director-my-journey-in-financial-services/

28/11/2025

Massive congratulations to Adam!! Fantastic achievement.

Adam will be coming out the office more with our Senior Adviser Jordan in the new year. So all of Jordan’s clients will get to meet Adam in 2026

09/10/2025

I think you might recognise this guy…
Our very own Pete Randle — 50 not out! Celebrating 50 years of blood donations. What a legend! 👏❤️

Peter Randle has been donating for more than 50 years, and is the NHS's most prolific recent donor.

09/09/2025

🚨 Don’t Let Your Mortgage Deal Expire! 🚨

A quick reminder on the importance of reviewing your mortgage before your current deal ends… ⚠️⚠️

Recently I had a client who chose to ignore my early reminders about their mortgage renewal. They came back to me 3 months after their product expired – during that time they had been paying their lender’s Standard Variable Rate, which cost them a lot more than necessary! 🤯🤯

The good news is, we’ve now sorted it and secured them a much better deal. It’s a lesson in why acting early is so important! 🙌🏻🙌🏻

Here’s what I can do for you:
🔍 Review your current mortgage deal
📊 Compare the whole market for the best options
💡 Explain the pros and cons of each choice in plain English
🗂 Handle all the paperwork and applications for you
🤝 Keep you updated every step of the way

If your mortgage product is due to expire in the next 6 months, don’t leave it until the last minute – or worse, until it’s already gone! 👍🏻👍🏻

📩 Get in touch now and let’s make sure you’ve got the right deal in place, stress-free.

⚠️ Your home may be repossessed if you do not keep up repayments on your mortgage.

06/08/2025

Jordan Newbold has recently added a blog about the long awaited consultation period, in reference to Pensions coming into your estate in the 2027/2028 tax year.

What could this mean to you - please see link to the blog below:

https://www.financial-design.co.uk/blog/pension-iht-reform-consultation-closes-–-what-this-now-means-for-you/

31/07/2025

Great post & photo from our own Financial Adviser Jordan Newbold.

🌲🏖 Back from a week in the New Forest & Bournemouth with my future wife and two little whirlwinds — full of ice creams, paddling, and trying to remember what “relaxing” used to mean 😂

Meanwhile… the markets have been rallying! 📈
Seems they didn’t take a break while I was driving across the New Forest and dodging horses in the road. 🐎

It’s a great reminder: markets move with or without us — and right now, there’s real momentum building. Whether you’re already investing or sitting on cash wondering what to do - let’s talk!

If you’re ready to put a plan in place or want to make sure your money is working as hard as it could be — I’m back, caffeinated, and ready to help. ☕💬

📩 Drop me a message — let’s make your money work smarter.

⸻

📉 Capital at risk. Investments can go down as well as up and you may not get back the amount you originally invested. Past performance is not a guide to future performance.

01/07/2025

Congratulations Jordan on 15 years with Financial Design!!

27/05/2025

Celebrating our very own Jordan Newbold!

Back to blog Financial Design CII Award - Jordan Newbold Posted on 27th May 2025 at 12:21 At Financial Design (IFA) Ltd, we’re proud to announce that our very own Jordan Newbold has been recognised by the Chartered Insurance Institute (CII) with two major accolades: the Young Achiever Award and a ...

09/01/2025

Happy New Year From Financial Design

03/12/2024

Love a Christmas post 🎄 🎅 🤶

🎄Mortgage Advice Before Christmas? Let’s Get It Sorted Today!🎄

We have been crazy busy over the past few weeks, but I still have appointments available between now and the Christmas break! If you’re planning ahead for your finances, now’s the perfect time to take the next step! 🗓️🗓️

Here’s what I can help with:
🏡 Residential Purchases – First-time buyers, home movers, or upgrading to your dream home.
🏢 Buy-to-Let Mortgages – Whether you’re a seasoned landlord or buying your first investment property.
🔄 Remortgages & Product Transfers – Switching to a better deal or staying with your current lender.
🤝 Protection Needs – Life insurance, income protection, and critical illness cover tailored to your circumstances.

It’s never too early to plan ahead, and I’ll guide you every step of the way to ensure you have the right options for your situation. If your December is already packed, let’s pencil in an appointment for the New Year so you can start 2025 with a clear plan in place! ✔️✔️

📩 DM me if you want to get an appointment scheduled in!

03/12/2024

Jordan’s booked up for December & now taking bookings for January!

Other advisers are available during the month of December if you want to squeeze in a meeting for the New Year