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 Portfolios
About Our In-House Portfolios Format Change I have recently updated the fact sheet format – the explainer video will be updated shortly. × If you have landed on this hidden page it should be because you are invested in one of our in house portfolios! At Bloomfield Financial, we run two types of in-house investment […]
Video – Our In House Investment Portfolios Explained
Here at Bloomfield Financial we have for sometime offered our clients our in house portfolios within both pensions and investments, we have a PDF guide explaining the portfolios and how they work that we have been using an awful lot during the pandemic but I thought for many people a video where I explain them […]
Independent Investment Advice
We offer an ‘Independent’ service. This means that we are not restricted to using any one provider or using any particular products.
We will advise and make a recommendation for you after we have assessed your needs. Our recommendation will be based on a comprehensive and fair analysis of the market.
Independent Mortgage Advice
We offer mortgages from the whole market, but not deals that you can only obtain by going directly to a lender. Our service is not restricted by either provider or product type.
We offer advice on both residential purchases and remortgages as well as buy to let and commercial mortgage and remortgage.
