Velocity Financial Planning

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At Velocity, we show our clients how to think about wealth differently. They start with an ending and as we all know, letting go can be painful.

Our purpose is to help you experience the full benefit and potential of your wealth, so that you can live more richly, in every way. Planning with Purpose

Traditionally, we’re taught to think about wealth in just one way: how much have I got and how do I get more? We’re encouraged to spend a lifetime accumulating wealth without asking ourselves what its true value is. Life Transitions

We specialise in working with people who are going through a life transition. Whether it is starting a family, the end of a relationship, retirement, or the loss of a loved one, all life transitions are characterised by significant change, both emotionally and financially. However, it’s often only when we reach a transition point in our life, or a time of challenge, that we stop and ask ourselves if the way we’re living is really making us happy and serving our needs. A transition is therefore also an opportunity to create, renew and refocus. It’s a time when we rediscover or re-establish our direction of travel – our purpose.

03/11/2026

When did you last look at your will? 🤔

A lot can change in a few years. Families grow, relationships change, homes are bought, assets move around and priorities shift.

Which means a will that made perfect sense when you wrote it might not reflect what you want today.

In our latest blog, we look at when it might be time to update your will and the two main ways to do it, whether that means making a small amendment or starting again with a new will.

It’s one of those bits of financial housekeeping that can be easy to put off, but keeping it up to date can make a real difference later.

Link in comments. 👇

22/10/2026

Cyber security is back in the headlines today, which makes this post feel particularly timely. 🔐

We’re pleased to share that we've achieved the Cyber Essentials certification for a second consecutive year.

Cyber Essentials is a government backed scheme designed to help organisations protect themselves against the most common cyber attacks.

For us, it's about taking practical steps to protect our clients, their information and the systems we rely on every day.

In the world we live in today, that feels pretty important.

21/10/2026

With the Autumn Budget just one week away, there’s plenty of speculation about what might change.

But speculation isn’t the same as policy, and reacting too quickly to headlines could lead to decisions that aren’t right for you.

In our latest blog, we share six useful tips to help you stay level headed, focus on what’s relevant to you, and avoid making headline driven decisions before the facts are known.

Link in comments. 👇

20/10/2026

Another Highly Commended… 🏆

Last week we attended the MoneyAge Awards, where we were named Highly Commended in the Financial Adviser Award: Micro Firm of the Year category.

Was it the top prize we were hoping for? No. Are we still incredibly proud? Absolutely.

This latest result means Velocity has now been recognised at four national awards this year. For a firm of our size, holding our own alongside some of the biggest and best names in the profession feels pretty special. 🤩

Congratulations to all the winners and finalists. 🥂

15/10/2026

You’ve spent years building up their JISA. Then, at 18, it becomes theirs to manage.

Exciting? Definitely. Slightly nerve wracking? Probably. 😅

A Junior ISA can give your child a valuable financial head start, but handing over control is only part of the story. Helping them understand what the money is for, how it could grow, and the choices they have can be just as important.

In our latest blog, we share four practical steps to help prepare your child before they can access their JISA, from talking about your original intentions to planning together and showing them the value of leaving some or all of it invested.

If this speaks to you, click the link in the comments to read the blog in full. 👇

08/10/2026

You may have noticed… it’s awards season! And we’ve got a bit of good news from last week to share…

We attended the Investment Life & Pensions Moneyfacts Awards 2026, where we were named Highly Commended in the Retirement Adviser of the Year category. 🥳

To be recognised alongside so many great firms, in a category that means a lot to us, felt pretty special. 💫

Congratulations to all the winners and finalists. 🥂

08/10/2026

📢 New guide available to download! 📢

Who knew Queen had so much to teach us about financial planning? 🎸

You’ve probably heard their songs countless times over the years, but you may not have thought about them as a source of financial wisdom.

But hidden amongst the big choruses and memorable lyrics are some surprisingly useful lessons about money, planning and making the most of life.

With this year marking what would have been Freddie Mercury’s 80th birthday, our latest guide takes five Queen lyrics and gives them a financial planning spin. Enjoy!

Click the link in the comments to download the guide. 👇

23/09/2026

A nice bit of news from last night…

We were named 'Runner Up' at the Vanguard UK Platform Awards in the Leading Advice Practice category for firms with up to 10 advisers.

It might not have been the top prize, but for a firm that only turned five this year, we’re really proud of what we’ve achieved in such a short time. 🤩

It was a brilliant evening and a lovely bit of recognition for the work we’re doing.

We also really need to get better at taking photos at these events! 😂

Congratulations to the winners and everyone else recognised on the night. 🥂

22/09/2026

From Middle Earth to estate planning… there are some surprisingly useful lessons in JRR Tolkien’s legacy. 🧙‍♂️

JRR Tolkien was famous for creating one of the most detailed fictional worlds ever written, but it turns out his attention to detail extended to his own affairs too.

From keeping his will up to date and choosing the right executor, to thinking carefully about legacy and how his estate could continue supporting his family, there are some surprisingly useful estate planning lessons hidden in Tolkien’s story.

Our latest blog explores four of them.

The good news? No hobbits, dragons or trips to Mordor required. Just a little forward planning. 😉

Link in comments. 👇

08/09/2026

You’ve probably seen the recent ISA headlines. But what's actually changing?

From April 2027, there are two key ISA changes to be aware of:

- The Cash ISA limit will reduce to £12,000 for under-65s
- Interest earned on assets held in non-cash ISAs will be subject to 22% tax

The overall ISA allowance will still be £20,000, but how you use it might need a rethink.

In our latest blog, we explain what's changing and what it could mean for your savings and investments.

Link in comments. 👇

Address

Pure Offices, Lake View House, Wilton Drive
Warwick
CV346RG

Telephone

+441926674007

Website

http://www.velocityfp.co.uk/

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