Kurtis.Done.WealthManagement

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The Autumn Budget: What does it really mean for you?Every year, the Budget makes headlines. Numbers, forecasts, and poli...
26/11/2025

The Autumn Budget: What does it really mean for you?

Every year, the Budget makes headlines. Numbers, forecasts, and political soundbites dominate the news, but what most people want to know is simple:

How does all of this directly affect me, my family, or my business?

On 26th November, the Chancellor will announce a raft of measures, expected to touch everything from pensions and ISAs to tax and business support.

To help cut through the noise, I will be hosting a webinar with Alex Wyatt from Wyatt & Co Accountants where we’ll:

- Translate the headlines into practical takeaways
- Highlight opportunities as well as challenges
- Share steps you can take to stay ahead

Two dates available, register your interest here: https://lnkd.in/eYXQGqD3

Don’t just follow the headlines. Join us and get the insights that matter most to you and your future.

Reflect Financial Limited 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).

SJP Approved 14/10/2025

Lest we forget
09/11/2025

Lest we forget

Happy International Dog Day! 🐾This is Luna — loyal teammate, part-time distraction, and full-time reminder that there’s ...
26/08/2025

Happy International Dog Day! 🐾

This is Luna — loyal teammate, part-time distraction, and full-time reminder that there’s more to life than emails.

Show me your dogs in the comments!

Happy Armed Forces Day.For every soldier, vet, and family, your sacrifice isn’t forgotten. Nec Aspera Terrent
28/06/2025

Happy Armed Forces Day.

For every soldier, vet, and family, your sacrifice isn’t forgotten.

Nec Aspera Terrent

Let’s be honest, nobody enjoys thinking about worst-case scenarios… But after years of helping families prepare for the ...
19/06/2025

Let’s be honest, nobody enjoys thinking about worst-case scenarios…

But after years of helping families prepare for the unexpected, here’s one thing I’ve learned: peace of mind comes from being prepared, not from avoiding the conversation. After all, you wouldn’t drive your car without insurance, so why not protect your wealth the same way?

Here's what proper protection planning gives you:

• One conversation, lasting peace of mind – I’ll handle the heavy lifting so you don't have to keep worrying about gaps in your coverage
• No dreaded phone calls – Your family won't have to scramble during an already difficult time, wondering ‘what now?’
• Financial security when it matters most – Ensuring your loved ones can maintain their lifestyle and pursue their dreams, even if the unexpected happens
• Professional guidance through the difficult bits – I'll help you navigate those conversations that feel overwhelming and make sure nothing important gets missed

If you’re ready to start thinking about protecting your wealth, get in touch we me today and schedule a chat and give yourself the peace of mind that your covered when it matters most.

Reflect Financial Ltd 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).

SJP Approved 11/06/2025

Happy 3rd anniversary to my amazing wife . Somehow you managed to stay in love with me for that long. You are my rock an...
30/04/2025

Happy 3rd anniversary to my amazing wife . Somehow you managed to stay in love with me for that long.

You are my rock and I look forward to the many years with you!

Be like Strider, thinking about the future and taking steps to move towards your ideal.Whether it’s burying treats or sa...
18/04/2025

Be like Strider, thinking about the future and taking steps to move towards your ideal.

Whether it’s burying treats or saving money, it all makes a difference in your goals.

Think ‘where do I want to be in 10 years?’ not 10 weeks!

Today was the Work Smarter, Not Harder: Your Business, Your Freedom event at Exchange Flags, working with Liverpool City...
13/03/2025

Today was the Work Smarter, Not Harder: Your Business, Your Freedom event at Exchange Flags, working with Liverpool City Council’s Business Support Service in Liverpool!

Helping business owners to take control of their future and plan for growth.

Thank you Alex for providing guidance on how important it is to understand cashflow.

Looking forward to providing more events to help businesses in the city thrive, not just survive.

Big thank you to for inviting me to Coffee and Lunch today at
04/03/2025

Big thank you to for inviting me to Coffee and Lunch today at

Feedback Friday is back and this time it’s taxable! With tax year end coming up, I thought what better stories and exper...
07/02/2025

Feedback Friday is back and this time it’s taxable!

With tax year end coming up, I thought what better stories and experiences to share than those of clients I have helped with effective tax planning.

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