Velocity Financial Planning

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Velocity Financial Planning

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 special

ise 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.

11/06/2026

According to Cover Magazine, only 19% of adults are prepared for health and financial shocks.

It is a sobering statistic, and a useful reminder that financial resilience is not just about building wealth. It is also about making sure you could cope if life took an unexpected turn.

Whether it is illness, an accident or a sudden loss of income, the impact can be significant if you do not have the right safety net in place.

In our latest blog, we share a step by step guide to help you review your current position, understand what support you may already have, and think about ways to strengthen your financial resilience.

Click the link in the comments to read more. 👇

21/05/2026

A nice bit of news to round off the week.

We’re really pleased to share that we've been nominated for two awards at the Investment Life & Pensions Moneyfacts Awards 2026:

🏆 Retirement Adviser of the Year
🏆 Investment Adviser of the Year

We’re delighted to be shortlisted and very grateful for the recognition. 💫

Congratulations as well to the other firms nominated. We’re in great company. 🥂

20/05/2026

A stronger retirement plan can start with just a little confidence. 💫

In our latest blog, we share four practical ways women can feel more confident about their pension, take control of their long-term finances and put themselves in a stronger position for the future.

From starting small and understanding the basics to setting clear goals and getting the right support, it is all about building momentum.

Click the link in the comments to read more. 👇

18/05/2026

Monday + a client review = not a bad way to start a busy week. 🤩

When a client takes the time to leave a review on , it really does mean the world to us:

“[Tony] listened to my concerns… He has helped me to feel comfortable about retirement, which means I can sleep at night.”

Reviews like this are a lovely reminder that good financial planning is about more than numbers. It is about helping people feel reassured, informed and confident about the future.

Thank you, Paul, for taking the time to share your experience. 🙏

To view our VouchedFor profile and read more five-star feedback, just click the link in the comments.

13/05/2026

📢 New guide available to download! 📢

More people are now living to 100 and beyond, which means retirement planning may need to stretch further than many of us once imagined.

Sir David Attenborough celebrating his 100th birthday is a timely reminder that later life does not have to mean slowing down. It can still be full of purpose, new experiences and plenty to look forward to.

That is something to celebrate. The challenge is making sure your finances can support a longer life.

In our latest guide, we look at what planning for a 100 year life could involve, and the questions worth thinking about now.

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

06/05/2026

A little moment worth sharing. 💫

We’ve just received our trophy from VouchedFor to celebrate our Top Rated Adviser status for 2026. 🥳

What makes this especially meaningful is that it’s based entirely on client feedback. And for a firm that has only just turned five, being Top Rated for three of those years feels pretty special.

A big thank you to all of our lovely clients who have taken the time to leave reviews and support us. We really don’t take it for granted. 🙏

30/04/2026

With Christopher Nolan’s new take on The Odyssey bringing Greek myth back into the spotlight, it got us thinking about the lessons these classic stories still have to offer.

And surprisingly, some of them apply rather well to financial planning.

From King Midas and Icarus to Odysseus and the Trojan Horse, our latest blog explores seven timeless financial planning lessons hidden in classic Greek myths.

Click the link in the comments to read more. 👇

28/04/2026

Could events in the Middle East affect your mortgage repayments?

Global events can have a ripple effect much closer to home, especially when inflation and interest rates are involved.

With so much uncertainty in the headlines, it is no surprise that many people are feeling uneasy.

In our latest blog, we explain what is going on and why it could matter to homeowners.

Click the link in the comments to read more. 👇

23/04/2026

Big goals can be motivating. But they can also feel a bit daunting.

That's where small changes can come into their own.

Our latest blog looks at the idea of marginal gains. The simple principle that small, consistent improvements can add up over time.

An extra few minutes of sleep. A bit more movement. A slightly better food choice.

None of it sounds dramatic. But done regularly, those small shifts can make a meaningful difference to your wellbeing.

If making big changes feels overwhelming, starting small might be the smartest place to begin. Click the link in the comments to read more. 👇

21/04/2026

📢 New guide available to download! 📢

Want to retire early? Make sure a pension shortfall doesn't catch you out.

Retiring early can sound great in theory, but if your plans change sooner than expected, you might find there is a gap between the retirement you have in mind and the pension income you actually have in place.

The good news is that a pension shortfall doesn't automatically mean early retirement is off the cards. It may just mean taking a step back, weighing up your options and putting a stronger plan in place.

In our latest guide, we share five essential steps to help you understand your options, strengthen your finances and move closer to retiring earlier with confidence.

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

Address

Pure Offices, Lake View House, Wilton Drive
Warwick
CV346RG

Telephone

+441926674007

Website

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

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