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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

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;

Do you buy free range eggs?

A bowl of eggsIf you do you are part of a growing number of people who exercise ethical choices when spending their money. As we live in a capitalist society using your spending power to change the world is a pretty good long term strategy, so good on you.

But I have to ask do you also make ethical choices with your investments and your pension? Often it's something people don't give a second thought, but the investments you make can have a significant ethical undercurrent if you so desire.

When I run through a client's information with them as part of my advice process, I always ask 'Do you have any religious or ethical requirements of your investment?' the vast majority of people reply no. I'm quite interested in ethical investing on a personal level but it is certainly not for me to push my beliefs on to a client - but I think it is fair enough to talk about them in a blog post!

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