Voyage Financial Planning

Voyage Financial Planning Registered office: C/O Vantage Accounting 1 Cedar Office Park, Cobham Road, Ferndown Industrial Estate, Wimborne, BH21 7SB.

Voyage Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority & is entered on the FCA register under no. 992319.

19 Latimer Street, Romsey, SO51 8DF Registered in England and Wales Number: 10889785

Most of us understand the importance of planning for the future. Yet some of the conversations that matter most are ofte...
08/09/2026

Most of us understand the importance of planning for the future. Yet some of the conversations that matter
most are often the very discussions we avoid.

It is rarely because we do not care. More often, we fear saying the wrong thing, upsetting someone close to us or starting a conversation that feels difficult to navigate. As a result, important decisions are postponed until circumstances force them on us, often during periods of stress and uncertainty.

But planning ahead is not about pessimism or trying to control the future. It is about reducing uncertainty in life’s most challenging moments. Clarity is one of the greatest gifts we can leave to those we love ❤️

Time to put practical plans in place and give reassurance to you and your loved ones? We're here to help.

📞 02381 102 094
✉️ [email protected]
📍 19 Latimer Street, Romsey, SO51 8DF



Approved by 2plan wealth management Ltd on 21/08/2026

07/09/2026

Could your finances be working more efficiently for you?

From pension contributions to business income and investments, tax rules can open up opportunities, but they’re often overlooked. Understanding what reliefs and allowances apply to your situation can make a real difference over time.

At Voyage Financial Planning, we help people make well‑informed decisions so they maximise what they keep, not what they miss.

If you’re unsure whether you’re using everything available to you, we’d be happy to review it with you.

Start the conversation here:
www.voyagefinancialplanning.co.uk



A pension is a long-term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

The Financial Conduct Authority does not regulate tax planning.

Approved by 2plan wealth management Ltd on 20/04/2026.

04/09/2026

Retirement isn’t always about whether you can afford to stop working.

Sometimes, it’s about whether you feel confident enough to.

A good financial plan can turn “Can I really retire?” into a much clearer picture of what’s possible. Knowing what income you’ll need, how long your money could last, and whether work is still a necessity can make all the difference.

If you're getting close to retirement and feel uncertain about the future, we're here to help. Get in touch today and together, we can find clarity on what retirement looks like for you.

📞 02381 102 094
✉️ [email protected]

01/09/2026

Directors running limited companies, are you using your pension in the most effective way?

Making pension contributions through your company can offer advantages that personal payments simply don’t, particularly when it comes to tax efficiency.

In this short video, Chris explains:

✔ How director pension contributions are treated by HMRC

✔ Why employer contributions can help lower your corporation tax

✔ How company payments may allow greater flexibility than personal contributions

For many company directors, pensions are one of the most efficient ways to plan for retirement while also supporting the business financially.

💬 If you have questions about pension planning or director contributions, leave a comment- we’re happy to help.



A pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. For specialist tax advice, please refer to an accountant or tax specialist.

Taxation is not regulated by the Financial Conduct Authority.

Approved by 2plan wealth management Ltd on 16/04/2026.

Life can bring a lot of changes, and it’s important to make sure your finances are aligned with your circumstances. Here...
31/08/2026

Life can bring a lot of changes, and it’s important to make sure your finances are aligned with your circumstances.

Here’s when it’s a good idea to take a moment and review your plans:

🏠 Buying Your First Home – Choosing the right mortgage and making sure you're protected

👶 Starting a Family – Planning for added costs and reviewing your savings and insurance

🏡 Moving Home – Checking your finances to ensure a smooth transition

💼 Changing Jobs – Adjusting your finances to fit a new income or benefits

✨ Retirement – It’s never too early to make sure your pension is on track

No matter where life takes you, we’re here to help guide you through it with thoughtful financial planning.

Let’s chat when you’re ready:
📞 02381102094
✉️ [email protected]



Your home may be repossessed if you do not keep up repayments on your mortgage. The value of insurance policies and the protection they offer may vary depending on the terms and conditions of the policy. Always check the details before committing. A pension is a long-term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Approved by 2plan wealth management Ltd on 03/08/2026.

27/08/2026

Considering stepping away from your workplace pension? 💡

Before you make that decision, it’s worth understanding what you could be giving up. Staying enrolled often provides benefits that are difficult to replace elsewhere.

In this short video, Chris explains:

✔ Why employer contributions add real value over time

✔ How regular payments can steadily build long‑term savings

✔ Why workplace pensions are one of the most effective ways to prepare for retirement

Your workplace pension is more than just a deduction from your payslip, it’s a long‑term investment in your future.

💬 Unsure what’s right for you? Share your questions in the comments and we’ll happily help.



A pension is a long-term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation. Workplace pensions are regulated by The Pensions Regulator. Approved by 2plan wealth management Ltd on 16/04/2026.

Many people assume that building meaningful wealth requires large sums of money from the outset. In reality, one of the ...
26/08/2026

Many people assume that building meaningful wealth requires large sums of money from the outset. In reality, one of the most powerful forces in personal finance is something far simpler: time. When paired with consistent saving and investing, compound growth can turn modest contributions into substantial long-term wealth.

👉 Read more: https://loom.ly/HVqrVrg



Approved by 2plan wealth management Ltd on 03/08/2026

Do you have a fixed-rate mortgage ending in the coming months? Now is a good time to start planning for what's next. A f...
25/08/2026

Do you have a fixed-rate mortgage ending in the coming months? Now is a good time to start planning for what's next. A few key steps now can make a meaningful difference when your current rate ends:

✅ Check your timeline; most lenders allow you to secure a new rate up to six months before your current deal ends

✅ Review your affordability position including income changes, credit behaviour and commitments all influence what lenders will offer

✅ Compare options beyond your current lender (staying put isn’t always the most cost‑effective route)

✅ Consider whether overpayments or term adjustments could help

✅ Get clarity before your rate switches automatically, as the standard variable rate is often significantly higher

If your fixed rate is ending soon and you’d like guidance on your options, Voyage Financial Planning is here to support you every step of the way. Get in touch 📞 02381 102 094 ✉️ [email protected]



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

Approved by 2plan wealth management Ltd on 03/08/2026.

24/08/2026

Auto‑enrolment is a solid first step towards retirement, but it’s only the beginning.

Those regular contributions might seem small now, but over time they can play an important role in building long‑term financial security. The key is understanding what you’re paying in, what your employer adds, and whether it aligns with your future goals.

We can help you review your pension and explore ways to get more value from it as your career develops.

Ready to take a closer look at your options?

📞 02381 102094
www.voyagefinancialplanning.co.uk



The value of pensions and investments can fall as well as rise, and you may not get back the original amount invested. Approved by 2plan wealth management Ltd on 16/04/2026.

21/08/2026

Could your retirement cost more than you’re expecting?

Many people underestimate what they’ll need later in life and that gap can have long‑term consequences if it’s not addressed early.

In this short video, Chris looks at why planning ahead matters, including:

✔ How longer lifespans can stretch retirement savings further than expected

✔ Why inflation can quietly erode your future spending power

✔ The importance of allowing for unforeseen expenses down the line

Taking time now to think realistically about your future income needs can help you build a more resilient retirement plan.

💬 If you have questions about your retirement plans or would like to sense‑check your assumptions, leave a comment- we’re happy to help.



The value of investments and any income from them can fall as well as rise, and you may not get back the amount originally invested.

A pension is a long-term investment. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation. Tax treatment depends on individual circumstances and may change.

Approved by 2plan wealth management Ltd on 16/04/2026.

Address

19 Latimer Street
Romsey
SO518DF

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 2pm

Telephone

+442381102094

Website

Alerts

Be the first to know and let us send you an email when Voyage Financial Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Voyage Financial Planning:

Shortcuts

Share

Category