Paton-Feaver Chartered Financial Planners

03/06/2024

Congratulations to our Head of Client Services, Jayne Jones,who took on and completed Trek26 Lake District, a gruelling 26 mile walk in The Lake District, on Saturday 1 June. Jayne has raised £975 so far for the Alzheimer’s Society, who do so much good work supporting those suffering from dementia and funding research into the disease

05/12/2023

We’re delighted you could look after us again The Shire Bakes. They look amazing 🤩

400 truffles / 200 bespoke gift wrapped boxes ❤️💚

Thank you so much to for having me back again this year!

01/06/2023

Happy Big Birthday Jayne Jones. Birthday surprise lovingly made by Jo Folland!

29/05/2023

Secure your future with smart retirement planning. Our team of Chartered Financial Planners can help you navigate the complexities of pensions, investments, and more.

Let's build the retirement you deserve together.

23/05/2023

Don’t let common misconceptions get in the way of you sitting down with one of our financial planners and gaining your financial freedom. Achieve your financial goals this year - It all starts with a conversation!

18/05/2023

The frequent modifications of taxes makes it an essential for you to be ensuring that you are correctly utilising the tax allowances you are exclusively entitled to.

We can provide you with a structured plan on how you can sufficiently make the most of this tax year, helping you to save and grow independently.

15/05/2023

It can be a difficult task for people to discuss their financial strains amongst family members, especially in the contexts of low savings and debt accrual. The progression of elderly family members choosing to retire early, the rise of increasing house prices, and the accumulations of built-up debt made by young adults who are currently occupying university studies, can place an obvious strain on the collective wellbeing of your family’s intergenerational wealth.

We understand just how important it is for families to maintain and maximise their intergenerational wealth, and we recommend that families choose to acknowledge these matters early on, to avoid the risks of lost assets and financial burdens overtime.

Our team of specialist advisors are here to help you stay on the right financial paths, through generating family protecting plans, which are suited specifically towards your intergenerational wealth needs.

12/05/2023

Feeling anxious about speaking to a financial advisor? You're not alone. But don't let that hold you back from achieving your financial goals. Our expert advisors are here to help you feel at ease and confident about your financial future.

1️⃣ We take the time to get to know you and your unique financial situation, so you feel heard and understood.
2️⃣ Our advisors are trained to provide clear and easy-to-understand explanations of complex financial concepts, so you feel informed and empowered.
3️⃣ We prioritise open and honest communication, so you feel comfortable asking any questions you may have.
4️⃣ Our advisors work with you to create a personalised financial plan that aligns with your goals and values, so you feel in control of your financial future.
5️⃣ We're committed to building a relationship of trust and support, so you feel confident in your financial decisions.

Don't let anxiety hold you back.

10/05/2023

Major blues from one of our favourite Christmas events from last year! We enjoyed a lovely guided tour of Weston Park, followed by Afternoon Tea with some of our amazing clients. Can't wait for our next planned event!

08/05/2023

Protect your business investments with smarter protection planning. Our safeguarding strategies ensure secure control and maintenance of your assets.

05/05/2023

Junior ISA accounts are both flexible and tax efficient, making it the perfect solution that will support your child in building stronger financial foundations for the future.

Here are some benefits to Junior ISA accounts:
✅ Tax Free Saving.
✅ Money securely locked away until the child reaches 18 years old.
✅ Teaches children to save and invest early on.
✅ Offers strong and competitive interest rates.

Get in touch today, to discuss how your child can benefit from a Junior ISA account.

04/05/2023

Did you know that working with a financial planner can improve your life in more ways than just your bank account?

Here's how:
1️⃣ A financial planner can help you create a plan that aligns your finances with your life goals and values.
2️⃣ They can help you feel more confident and empowered about your financial decisions.
3️⃣ A financial planner can help you identify areas where you can save money and redirect those funds towards the things that matter most to you.
4️⃣ They can help you feel more in control of your finances and reduce stress.
5️⃣ Working with a financial planner can help you achieve a more balanced and fulfilling life overall.

Ready to start living your best life?