Financial Design IFA Ltd

18/09/2026

Our award winning financial adviser giving great advice to save the beneficiaries a substantial about of inheritance tax 🙌🏻!

💷 £330,000 inheritance tax bill… reduced to ZERO.

I’m currently helping an individual who was facing a potential £330,000 inheritance tax bill for their beneficiaries.

The good news?

With the right planning, there’s a strategy in place that would reduce that liability to £0 over the next two years.

This is exactly why inheritance tax planning shouldn’t be left until it’s too late.

It’s not about trying to avoid tax — it’s about understanding the rules, planning ahead, and making sure more of what you’ve worked hard to build can ultimately go to the people you want it to.

The Gov made around 7 billion last tax year in IHT receipts, because people do not plan!!

If your families estate could potentially be affected by inheritance tax, a conversation today could make a significant difference to your family’s future.

📩 If you’d like to understand what planning options may be available to you, get in touch.

Individual circumstances vary and tax treatment depends on current legislation. Professional advice should be sought before taking action.

10/06/2026

🚀 Wealth Development Day 🚀

Jordan and Adam took time out the office today to focus on learning, development, and the bigger picture of financial planning is always worthwhile.

Some fantastic discussions around:

💷 Inheritance Tax Planning
🏖️ Retirement Planning
🛡️ Life Insurance
⚖️ Regulatory Updates
⏳ Making the Most of Our Time

The final topic really resonated with me & why I do this job said Jordan.

As financial advisers, we spend a lot of time helping people build and preserve wealth. But ultimately, money is just a tool. The real goal is helping people create choices, spend more time doing what they love, and build a legacy for the people who matter most.

Success isn’t just measured by the size of your portfolio. It’s measured by the life you’re able to live because of it.

A great day of learning, sharing ideas, and challenging our thinking. Looking forward to putting some of today’s insights into practice for our clients.

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.

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📉 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!!