Natalie Dobson - Financial Planner

Natalie Dobson - Financial Planner Wealth & Mortgage Advisor
🔐 Pensions
📊 Investments
👨‍👩‍👧‍👦 Insurance
🏡 Mortgages

Did you know I’m a fully accredited adviser with SOLLA (Society of Later Life Advisers)?SOLLA is a professional body ded...
09/01/2026

Did you know I’m a fully accredited adviser with SOLLA (Society of Later Life Advisers)?

SOLLA is a professional body dedicated to helping individuals and families navigate the financial, practical and emotional complexities of later-life planning. It is a trusted organisation promoted by the NHS, with members committed to the highest standards of later-life financial advice.

⭐ ⭐ ⭐️⭐️⭐️

£100 AMAZON VOUCHER GIVEAWAY To new and existing clients. If you refer a friend to myself, Natalie Dobson at Prosperitas...
01/01/2025

£100 AMAZON VOUCHER GIVEAWAY

To new and existing clients. If you refer a friend to myself, Natalie Dobson at Prosperitas Wealth Planning, you will both receive £50 Amazon voucher.

How does it work?

-Payment of vouchers will be made once the referred business has completed
-The scheme can be withdrawn or amended at any time
-No limits to the number of people that can be referred

Please see the second picture for further Terms and Conditions

Wrapping Up a Great Year! As we close out 2024, we want to take a moment to express our gratitude to all of our clients....
19/12/2024

Wrapping Up a Great Year!

As we close out 2024, we want to take a moment to express our gratitude to all of our clients. We’re excited for what the new year will bring and look forward to continuing our journey together.

Wishing you a wonderful holiday season and a bright, prosperous 2025! 🎉🎄

Here’s to the final week of Christmas term 💪🏼 powering through on plenty of coffee. I’ll be kick starting the new year w...
16/12/2024

Here’s to the final week of Christmas term 💪🏼 powering through on plenty of coffee.

I’ll be kick starting the new year with a refer a friend giveaway! This will be open to new and existing clients. A chance for you and your referred friend to each receive a thank you gift 🙏🏼

Further details will be released 1st January, along with all the terms and conditions 👌🏻

Only 16% of financial advisers in the UK are women 🤯 I wonder if that’s due to the lack of interest in the field or supp...
03/12/2024

Only 16% of financial advisers in the UK are women 🤯

I wonder if that’s due to the lack of interest in the field or support in a male dominated environment?

Furthermore, I wonder if this makes a difference to women reaching out to receive advice.

Let’s support one another and open the doors for everyone to receive help and support!!

Interest rates are constantly changing and there’s a lot to consider for your mortgage. We’re professionals and we unde...
08/11/2024

Interest rates are constantly changing and there’s a lot to consider for your mortgage.

We’re professionals and we understand the market.

We have the right tools and have access to exclusive mortgage products through Quilter Financial Planning.

Contact us today to find the most suitable mortgage deal for you.

THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE.

Receiving this in the post makes it official for the firm 👏🏼 It’s the next step for me, wish me luck 🤞🏻
17/09/2024

Receiving this in the post makes it official for the firm 👏🏼

It’s the next step for me, wish me luck 🤞🏻

The inflation rate has increased to 2.2%, this can have a huge influence on your savings as well as your borrowing.Want ...
15/08/2024

The inflation rate has increased to 2.2%, this can have a huge influence on your savings as well as your borrowing.

Want to know how you can protect your finances against inflation?

Contact us today so we can help you make the right decisions.

To all women - Happy international women’s day 👏🏼 Did you know we are an all female advisory firm 👊🏼 by working together...
08/03/2024

To all women - Happy international women’s day 👏🏼

Did you know we are an all female advisory firm 👊🏼 by working together we can achieve anything 🫶🏼

CHILD BENEFIT 🌟Finally announced in the Spring Budget that the threshold, which hasn’t risen since 2013, is to rise from...
06/03/2024

CHILD BENEFIT 🌟

Finally announced in the Spring Budget that the threshold, which hasn’t risen since 2013, is to rise from a single parent earning £50,000 to £60,000 and you lose child benefit totally at £80,000 (not £60,000)

There are talks on moving the threshold to family income not individual income which might be in place from April 2026.

I know this will help a lot of families 🏡

Not finance related, just an excited post to be seeing some of these showing their faces. Spring is coming 🌼🐣🤩Finally!!!...
06/02/2024

Not finance related, just an excited post to be seeing some of these showing their faces. Spring is coming 🌼🐣🤩

Finally!!!

Let’s talk Income Protection 🌟 Income Protection can provide you with regular income if you are unable to work due to si...
30/01/2024

Let’s talk Income Protection 🌟

Income Protection can provide you with regular income if you are unable to work due to sickness and injury.

If you are self employed, you do not qualify for Statutory Sick Pay! How would you fund your monthly bills without an income stream?

Income Protection can take this worry away, allowing you a stress free recovery for as long as you need it.

Address

York

Telephone

+447809146220

Website

Alerts

Be the first to know and let us send you an email when Natalie Dobson - Financial Planner posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Natalie Dobson - Financial Planner:

Shortcuts

Share

Category