Francesca Gale - Blueprint Financial Solutions Financial Planner

Francesca Gale - Blueprint Financial Solutions Financial Planner A Financial Planner, bringing a fresh set of eyes to the scary, complex world of Financial Services

Have you ever wondered what a meeting with a Financial Adviser looks like? I can’t tell you how a meeting with other adv...
26/07/2024

Have you ever wondered what a meeting with a Financial Adviser looks like?

I can’t tell you how a meeting with other advisers will look but with me it looks like this…

A Lasting Power of Attorney (LPA) is a legal document that allows you to appoint one or more individuals (attorneys) to ...
22/07/2024

A Lasting Power of Attorney (LPA) is a legal document that allows you to appoint one or more individuals (attorneys) to make decisions on your behalf if you become unable to do so. There are two types of LPAs:

1. Health and Welfare LPA allows your attorney(s) to make decisions on:
✔️your medical care
✔️your living arrangements
✔️your care
✔️your personal welfare

2. Property and Financial Affairs LPA allows your attorney(s) to make decisions on:
✔️manage your bank accounts, pay bills and collect benefits
✔️buy or sell property on your behalf
✔️make decisions on any investments and other financial matters

Creating an LPA allows you to choose trusted individuals that can make important decisions for you, protecting your well-being and interests if you become unable to.

Powers of Attorney are not part of the Quilter Financial Planning offering and is by referral only.

A Will is a legal document that outlines how you want your assets and estate to be distributed after your death. It allo...
04/07/2024

A Will is a legal document that outlines how you want your assets and estate to be distributed after your death. It allows you to:

✔️ appoint executors to ensure your wishes are carried out
✔️ distribute assets as you wish
✔️ choose who will take care of your children
✔️ express your preferences for funeral arrangements
✔️ avoid decisions being made for you by the Government or a court
✔️ reduce any potential conflicts among beneficiaries

Creating a Will is an important step in estate planning, providing peace of mind that your wishes will be honoured and any loved ones taken care of.

Will writing is not part of the Quilter Financial Planning offering and is by referral only.

Did you hear Keir Starmer’s BBC Radio 5 Live phone-in with Nicky Campbell this morning? He was asked if he planned to re...
28/06/2024

Did you hear Keir Starmer’s BBC Radio 5 Live phone-in with Nicky Campbell this morning?

He was asked if he planned to remove the option of people being able to withdraw 25% of their pension pot as a tax free lump sum.

Keir responded: “It runs out in a number of years and we’re not going to renew it”

Moments later the Labour Party released the below statement and indicated that Keir had accidentally confused different tax measures.

Consider the impact of being unable to work an extended period due to an accident or illness. Would you want to:- contin...
26/06/2024

Consider the impact of being unable to work an extended period due to an accident or illness.

Would you want to:
- continue paying your bills?
- continue paying your mortgage so that you can stay in your house?
- continue to enjoy some luxuries?
- continue to afford groceries?

If you answered ‘yes’ to any of these questions, then an Income Protection policy could provide you with financial stability to maintain your lifestyle in the event of being off work.

✔️Tax free withdrawals✔️Save up to £20,000 into an ISA, reducing the amount of tax you pay on your savings✔️Can be trans...
25/06/2024

✔️Tax free withdrawals
✔️Save up to £20,000 into an ISA, reducing the amount of tax you pay on your savings
✔️Can be transferred to the surviving spouse should you pass away
✔️Flexible withdrawals
✔️Potential for higher returns than a Cash ISA
✔️You can decide how and where your savings are invested

Investing in a Stocks and Shares ISA can be a strategic choice for maximising your savings while enjoying tax benefits and investment flexibility.

For ISA’s investors do not pay any personal tax on income or gains but ISAs do pay unrecoverable tax on income from Stocks and Shares received by the ISA manager. Tax treatment varies according to individual circumstances and is subject to change.

Introducing the two cutest members of the team! 🐶 Leo, 5 years🐶 Rollo, 10 weeks
21/06/2024

Introducing the two cutest members of the team!

🐶 Leo, 5 years
🐶 Rollo, 10 weeks

Should I Have Private Medical Insurance?✔️Quick Diagnosis: do you want a diagnosis appointment as soon as possible?✔️Pro...
20/06/2024

Should I Have Private Medical Insurance?
✔️Quick Diagnosis: do you want a diagnosis appointment as soon as possible?
✔️Prompt Treatment: would you like to start treatment without a delay?
✔️Cover for Dental and Optician Care: would you like to be able to claim money back for dentist and optician visits?
✔️Bypass NHS Waiting Lists: would you like to skip the NHS waiting list for certain operations?

If you answered ‘yes’ to any of these questions, then a Private Medical Insurance policy could provide you with peace of mind.

MYTH BUSTER - let’s bust some myths about Financial Advice…❌ I can’t afford to have a meeting with a financial adviser✔️...
19/06/2024

MYTH BUSTER - let’s bust some myths about Financial Advice…

❌ I can’t afford to have a meeting with a financial adviser

✔️ False! Our initial conversation will be complimentary

What are the benefits of saving into a Pension?✔️25% tax free lump sum at the age of 55✔️Secure savings for your retirem...
14/06/2024

What are the benefits of saving into a Pension?
✔️25% tax free lump sum at the age of 55
✔️Secure savings for your retirement
✔️Ability to maintain your lifestyle
✔️Tax relief on contributions
✔️Income tax reduction
✔️No Capital Gains Tax on withdrawals
✔️Corporation Tax benefits: for businesses, pension contributions can reduce the Corporation Tax bill
✔️Can be transferred to surviving family should you pass away
These benefits make saving into a pension a strategic financial decision, enabling a comfortable and secure future.

Tax treatment varies according to individual circumstances and is subject to change.

Do I need Life Insurance?What would happen if you were to pass away? Would you want your family to:- Pay off the mortgag...
12/06/2024

Do I need Life Insurance?
What would happen if you were to pass away? Would you want your family to:
- Pay off the mortgage?
- Cover funeral expenses without financial strain?
- Receive a lump sum to put towards university fees, a house deposit or as a gift?
- Pay off an Inheritance Tax Bill?
If you answered ‘yes’ to any of these questions, then a Life Assurance policy could provide you with peace of mind.

What would happen if you were to become seriously ill? Would you want to:- Pay off your mortgage?- Settle any outstandin...
11/06/2024

What would happen if you were to become seriously ill? Would you want to:
- Pay off your mortgage?
- Settle any outstanding debts?
- Take your family on holiday?
- Make any necessary modifications to your home?
If you answered ‘yes’ to any of these questions, then a Critical Illness policy could provide you with peace of mind and financial support to achieve these goals.

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Tetbury

Opening Hours

Monday 8am - 7pm
Tuesday 8am - 7pm
Wednesday 8am - 7pm
Thursday 8am - 7pm
Friday 8am - 6pm

Telephone

+447930578399

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