Autumn Budget 2024: What You Need to Know for Your Finances
In our recent YouTube Live session, John broke down the key points of the Autumn Budget from his perspective as an Independent Financial Adviser and what they mean for your financial planning. Instead of focusing on the politics or headlines, John provided actionable insights to help you optimize your strategy. Key Topics Covered: Why reacting […]
Free Financial Education Webinars
Bloomfield Financial Limited is launching a series of free educational webinars to help you navigate complex financial topics. From understanding ISAs to managing your pension’s annual allowance and avoiding the 60% tax trap, our webinars offer valuable insights and practical advice. Register now and empower yourself with financial knowledge.
Video – Inflation Vs Mortgages: What Mortgage Holders Can Do
I’ve been saying for quite a while now that I would relaunch our YouTube channel to address common financial questions bith relatively simple and complex. In this new video I explain in simple terms what I believe is going on with inflation and mortgage and what home owners can do to best protect themselves. You […]
Why We Re-Balance Investment Portfolios?
Re-Balancing of investment portfolios can to many amateur investments seem counter intuitive. If you’re not familiar with the concept re-balancing an investment portfolio is the act of returning the funds held back to the proportions in which they were originally purchased. So imagine you have a portfolio of just 2 funds. Fund A and Fund […]
Legal Ways To Pay Less Tax In The UK…Even If You’re Not Rich!
So we’ve heard a lot on the news in the last few days about the super rich exploiting loopholes to pay as little tax as possible, and frequently I hear people say that there are no tax breaks available for ordinary folk. And while you can’t save millions if you don’t have millions there are […]
Why you should top up your ISA before the tax year end?
You have until the 5th April to use or lose your ISA (Individual Savings Account) allowance for the current tax year… you’ve probably heard this already …but if you don’t know what an ISA is and why it’s valuable then this article is for you. What is an ISA anyway? ISA or Individual Savings Account […]
Safeguarded Pensions Triage Video.
Now that you have watched the triage video, and if you have also read the Retirement Options Guide that was emailed to you if you feel that you still require advice in this matter then you may schedule your own appointment below. Appointment at our office; Schedule Appointment
Estate Planning
We have teamed up with a specialist legal firm in order to provide Will writing and associated services to you.
Video – Your Cash Is Losing Value, and what you can do about it.
John Bloomfield Independent Financial Adviser explains the concept of inflation and how it erodes the real value of your cash and crucially what you can do about it.
Our In House Portfolio Factsheets
If you have landed on this hidden page it should be because you are invested in one of our in house portfolios and you’re looking for an update on how all the portfolios have been performing generally and not just your personal holdings. If it is an update on your personal holdings that you need […]