Reflect Financial Limited

CIO Investment Insights Q3 2024: High Rates, High Stakes.💡 At a glance: - Persistent inflation means central banks have taken a cautious approach to interest rates. - Although interest rates look set to reduce, they seem unlikely to fall to their pre-pandemic levels in the short term. - Understanding how interest rates can affect different types of asset classes is important in reaching long-term objectives. 👉️Read the full article here: https://lnkd.in/dGtF9GTe #Wednesday #FinancialEducation #FinancialWellbeing

Your weekly market updates are here!💡 👉️📚️Read the full article here: https://lnkd.in/e8__vFrU #FinancialEducation #FInancialWellbeing #WeekWatch

Will paying for long-term care affect my inheritance planning?💡 More and more people are living longer than before and we may need social care for the long term - resulting in a big dent in savings and inheritance we may leave to our family. However, with considerate planning, you can mitigate the impact of care fees on your inheritance. So, what should you ask yourself when thinking about inheritance planning? 🤔 Here are our top three questions: 1. How long might I need to pay for care? 2. When should I make a long-term care plan? 3. Can I avoid paying for care by giving away my assets? 📚️Find out more about inheritance planning by reading the full article here: https://lnkd.in/edxNYJXF #FinancialWellbeing #MondayMotivation #FinancialEducation

Be careful not to run before you can walk. Advice that can change your day, from the people you trust. It's invaluable. Find out more here: https://lnkd.in/ePwfYYbw #invaluableadvice

#WeekWatch See your latest market updates. 📚️You can read the full article for a more in-depth look here: https://lnkd.in/eCi3f3QX #FinancialEducation #FinancialWellbeing

Maximising Financial Security: The crucial role of wealth managers for personal injury and clinical negligence victims. Let's take a closer look. Expert wealth managers can play a key role in supporting victims of personal injury or clinical negligence at a particularly vulnerable time in their lives. A wealth manager can work with lawyers, clients and their families on cash-flow modelling to determine how much income they will need and what the required settlement should be. 📚️To find out more, read the full article here: https://lnkd.in/ezCe-3zZ #FinancialEducation #MondayMotivation #FinancialWellbeing

Our Q2 Financial Focus Newsletter is landing in inboxes this week! 📅📧 This edition covers our thoughts on the recent election results, market impacts, and plenty of key insights to aid your financial planning. You'll find insights on multi-generational retiree families, financial well-being, tips for business owners, upcoming webinars, and much more. 👀Keep your eyes peeled – we look forward to hearing your thoughts! #WealthManagement #FinancialPlanning #FinancialWellbeing #Newsletter #FeedbackFriday

We're delighted to welcome Jacob Quarmby to our ever-growing team. Jacob recently joined our Client Servicing Department having completed a Sport Business Management degree. Outside of work, Jacob loves to watch and play football attending Liverpool FC games when he can. Welcome to the team Jacob; we're thrilled to have you on board! #NewTeamMember #WelcomeToTheTeam #Wednesday

Your Weekly market update is here!🚨 📚️For more information read the full article here: https://lnkd.in/enYup4yz #WeekWatch #TuesdayThoughts #FinancialEducation

How to stay on top of your financial planning with a demanding career. 🤔 Being a professional in accountancy or law, you might already be pretty confident in understanding financial affairs. So you might be wondering, what are the benefits of a financial adviser for me? Well, let's break it down... If you are a time time-poor associate or partner in a major firm, a dedicated financial adviser can help you ease the load by creating and implementing a financial plan on your behalf. ⏳️ Another valuable resource that an expert financial adviser can provide is cash flow modelling.📈 It can map out your finances for the future and help you understand how much you will need for the retirement you want. 📚️Read the full article and discover to full range of benefits of a financial adviser: https://lnkd.in/eKh7ia9Y #MondayMotivation #FinancialEducation #FinancialWellbeing