Fathom Financial

14/10/2026

Whatever the Autumn Budget brings, one change is already confirmed: from April 2027, pensions will be brought into the scope of inheritance tax.

That's not speculation, it's happening. If you're thinking about how your pension fits into your wider estate, it's worth understanding now rather than in six months' time.

We make sense of it, so you don't have to. Talk to Fathom Financial and get clarity for your future: hfathomfinancial.co.uk/contact/

13/10/2026

Turning 55 doesn’t feel like a big financial milestone, but it might be your biggest one yet.

This is when private pension access typically opens up. When “one day” conversations about work, business and retirement start turning into real decisions.

Get these years right, and you set the tone for everything that follows. We call this the 55+ decision window. Making sense of it before you decide anything is the whole reason Fathom exists.

Curious what’s opening up for you? Start a conversation with Fathom Financial today.

fathomfinancial.co.uk | 0800 043 8341

22/08/2024

Our latest blog Recent Market Volatility 📉📈 is now live.
Read it in full here 👇

Is it just me (thinking this) or do you also think that markets seem more volatile these days?

19/12/2023

December isn't just about Christmas cheer, it's the perfect time to give your finances some love. 📊💰
Read our latest blog to find out how:

Master Your Finances Ready for the New Year   As we approach the end of the year, let’s take a look at how we can prepare for financial success in 2024. In this blog, we’ll explore some key areas of year-end financial planning, each aimed at helping you take control of your financial future. Fr...

24/11/2023

Wishful Thinking or Reality? Comparing our Wish List to Chancellor Hunt’s Autumn Statement

Wishful Thinking or Reality? Comparing our Wish List to Chancellor Hunt’s Autumn Statement As the autumn leaves descended, so did the much-anticipated Autumn Statement from Chancellor Jeremy Hunt. Prior to the announcement, we created our own wish list of things that we believe would benefit our c...

21/11/2023

The Autumn Statement is coming tomorrow!

We have put together a wish list of what we would like to see announced by the Chancellor.

Read more here 👉

Fathom’s Autumn Statement wish list   Here we are on 21 November eagerly awaiting the Autumn statement on Wednesday. I’m sure on 22 November as Mr Hunt gets to his feet there will be much anticipation of what is to come. I’m sure we will hear about “cutting of red tape” and maybe somethin...

15/10/2023

There are many things to consider when debating whether Medium to Longer-Term Investing or Deposit Based Savings is best for you. Read the full blog here: https://fathomfinancial.co.uk/lets-talk-about-medium-to-longer-term-investing-vs-deposit-based-savings

13/10/2023

In our latest blog we highlight 6 examples of how Deposit Savings is a good choice for Safety and Liquidity. Read the full article here:https://fathomfinancial.co.uk/lets-talk-about-medium-to-longer-term-investing-vs-deposit-based-savings

11/10/2023

In our latest blog we highlight 7 examples of how Medium to Longer-Term investing (5 years) is good for cultivating growth. Read the full article here: https://fathomfinancial.co.uk/lets-talk-about-medium-to-longer-term-investing-vs-deposit-based-savings

11/10/2023

In our latest blog we highlight 7 examples of how Medium to Longer-Term investing (5 years) is good for cultivating growth. Read more? Link in bio!