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At Bloomfield Financial our primary aim is to help you make sense of your finances so that you can make the best deciscions possible both now and  in the future.

We have tried to put as much information on this webiste as possible to explain what we can do for you and what it costs as we believe strongly in being transparrent in all things.

If you can't find the information you are looking for then please don't hesitate to give us a call on 0191 406 6453 or drop an email to office@bloomfieldfinancial.co.uk

John & Dee Bloomfield

An ISA is not a product!

Shopping Bag ISA

In this time known to financial advisers as ISA season, I hear a lot of people who don't normally talk finance talking about ISAs and generally have little interest in financial planning. A very smart man just said to me earlier this evening – "A guy on the radio said I should buy an ISA – how much would I expect it to be worth this time next year if I did" – I went on to explain the same thing I am about to explain to you – I had never thought of doing this sort of post before but the guy who asked the question is really smart so if he is confused into thinking an ISA is a tangible thing or product then there are probably millions of other smart people out there who are thinking in the same way.

Critical Illness Story

As I am sure you are probably aware from my past posts on this blog I am a big advocate for critical illness insurance, but perhaps the best evidence for the value of Critical Illness is the story of people who have experienced the benefits.

So here I present "Elise's Story"

 

https://www.youtube.com/watch?v=DeEjbMBdiMw

 

This video has been created, written & produced by Bright Grey & neither Bloomfield Financial nor True Potential Associate Partners Ltd are responsible for the accuracy of the information contained within this video.

Will your pension be good enough?

Retirement PlanIt's a perfectly reasonable question but not one that is not always very easy to answer, retirement planning is a very long term scenario and what that deserves regular monitoring.

When you first start your pension through any adviser or company you will most likely have received an 'illustration' sometimes mistakenly referred to as a 'quote'.

The pension illustration is essentially a best guess at the time based on several assumptions including;

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