Stonewood Financial Planning

10/11/2023

We are currently recruiting for a Paraplanner Manager to join our team and lead our paraplanning department. The role can be based in London or Weybridge, Surrey (hybrid working) and is instrumental to the development of the paraplanning function of the business.

If you, or anyone you know, is an experienced Paraplanner and is dedicated to delivering outstanding client reporting and experience then we want to hear from you!

Visit https://stonewoodfinancialplanning.bamboohr.com/careers/24 for more information and how to apply

22/06/2023

Pensions are a crucial part of everyone's financial planning. Auto enrolment has been in place since 2012 so most people have a pension but how many truly understand it?

Our webinar on Tuesday 27th June at 1pm will seek to explain more around the pension that you hold as an employee and help you to understand some of the terminology and choices that surround them.

We will also be joined by Carl Bradford of Royal London who will be talking about the background to pensions and some of the key areas do ne aware of.

No need to register us, just message us to join

This webinar is for information only and does not represent advice. If advice is needed, please contact one of our advisers who will be happy to help.

24/04/2023

We are delighted to be able to offer an additional webinar in addition to our scheduled programme of events.

With the arrival of pension freedoms the industry saw a surge in criminal activity around pension schemes. To help clients protect themselves we are releasing an additional seminar on Thursday 27th April at 1pm.

We'll aim to help you understand what a pension scam might look like, teach you the warning signs, share with you the two main types of pension scam, teach you how to protect yourself from being scammed, inform you of what to do if you suspect a scam or think you have been scammed and tell you where you can find out more!

This event is free to attend, register here - https://us02web.zoom.us/webinar/register/WN_ArAJMVawSa6oN4bCmoVazw #/registration

28/03/2023

Before the tax year end is upon us have your children used their full JISA allowance of £9,000 for 2022/23? If not, make contributions on their behalf or encourage grandparents to make gifts before 5th April 2023.

24/03/2023

Continuing our theme around the end of the tax year and maximising your tax allowances - if you haven't used your full £20,000 ISA allowance for 2022/23, then make sure you top up by 5th April 2023.

23/03/2023

As we head towards the end of the tax year are you maximising your tax allowances? Have you used your annual IHT gifting exemptions of £3,000 for 2022/23 and 2021/22?

19/03/2023

Fantastic to see Rachel Lane featured again this year in the VouchedFor

08/02/2023

Are you looking to grow your business?

Want to network and make new connections?

Come and discover what Farnborough has to offer at the upcoming Farnborough Business Expo taking place at The Village Hotel on Thursday 9th February 2023.

Over 250 businesses are expected, so come and join us on Stand 17.

To register for tickets go to:
https://www.b2bexpos.co.uk/event/farnborough-expo-february-2023

Join hundreds of professionals and local businesses at the Farnborough Business Expo which is taking place at Village Hotel, Farnborough on Feb 09, 2023 between 10:00am - 2:00pm. Register for free tickets or book a stand from £295+VAT.

03/02/2023

Group Rapport will be exhibiting at the Farnborough Business Expo on Thursday 9th February 2023 taking place at The Village Hotel in Farnborough.

It's a free business show for SMEs in Farnborough and we'd love you to drop by our stand to find out how we can help you and your business.

Come and visit us on Stand 17 from 10am-2pm.
To register for tickets go to:
https://www.b2bexpos.co.uk/event/farnborough-expo-february-2023

Join hundreds of professionals and local businesses at the Farnborough Business Expo which is taking place at Village Hotel, Farnborough on Feb 09, 2023 between 10:00am - 2:00pm. Register for free tickets or book a stand from £295+VAT.

19/01/2023

Our next webinar will take place on 24th January 2023 at 1pm!
Called New Year New Habits, we'll be focusing on Financial Health Planning to get your year off to a strong financial start.

We'll be discussing a whole range of products and services available to make sure you kick the bad habits & really help those new year’s resolutions stick. From ISA’s & Pensions to Protection & Interest rates, we’ll help to ensure you’re looking ahead and prepared for the tax year end.

Free to attend. Visit https://www.seminars.grclients.com/ to register your attendance.

(This webinar is for information only and does not represent advice. If advice is needed, please contact one of our advisers who will be happy to help.
Group Rapport is a trading style of Bromwich Financial Planning, who is authorised and regulated by the Financial Conduct Authority)