Leam Financial Services
@LeamFS
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With over 55 years combined experience we build long term relationships with our clients to help them achieve their financial goals.
Leamington Spa
Joined October 2019
The past year has been a bumpy ride for investors with soaring inflation and rising interest rates. Read the Omnis Investment Perspective to find out more. #investments #economy #inflation
https://t.co/nwUkoo5c5C
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Your financial plan could be impacted by these key dates. Talk to us for advice on unused allowances, additional rate tax and dividends. https://t.co/TlFcFNOAyo
#selfassessment #taxplanning #financialadvice
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Check out our new blog post all about the benefits of making overpayments on your mortgage #mortgage #costofliving #homeowner
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Short-term movements in stock markets, as sharp as they may be, are part and parcel of #investing
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No stamp duty will be paid on the first £250,000 of a property, and for first-time buyers the threshold will be £425,000. #EmergencyBudget #MiniBudget
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The Bank of England has raised the Base Rate for the seventh time since December 2021 to 2.25% in a bid to tackle inflation which is almost five times higher than the 2% target #interestrates
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Nicolas Trindade, manager of the Omnis Short-Dated Bond fund, explains what has been happening this year and why he thinks conditions are going to improve for investors. https://t.co/VDp9YBr366
#investing #bonds #inflation #diversification
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After a prolonged period of speculation, the new Prime Minister Liz Truss has announced preliminary details of how the government plans to deal with the energy price crisis. #costofliving #CostOfLivingCrisis #EnergyPriceCap
https://t.co/r2h2dL2IAL
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Can you afford to die? The average cost of dying is nearly £9,000. Make sure your loved ones are looked after. Speak to us about estate planning. #estateplanning #funeralcost #will
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With continuing Base Rate rises you may want to take some time to review your existing mortgage deal. #InterestRates #BaseRate
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Calling all first-time buyers! Here are our top tips in saving for a house deposit. #firsttimebuyer #saving
https://t.co/BEpP2q2s9H
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Three quarters of kids in the UK say learning about money is boring. Find out how you can make it fun, so your kids grow up to be money smart. #personalfinance #budgeting #financialeducation
https://t.co/JiCVDum7CG
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Would you turn down a pay rise? When you pay into a workplace pension, so does your employer and the Government. By opting out, you’re throwing away free money. #pension #retirement #autoenrolment
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Set your financial goals according to your income and your expenses #savings #budgeting #personalfinance
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The Bank of England has raised interest rates, which means bigger mortgage bills for some homeowners. Here’s what to do if you’re looking to make savings. #interestrates #mortgages #costofliving
https://t.co/1v6cS6Pbg4
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The average cost of a university education in the UK is £57,000. Help your kids achieve their dreams by investing for their future. #investing #highereducation #university
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Just because you’re self-employed doesn’t mean you can’t contribute to a pension plan. #retirement #selfemployed #pension
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Don’t sit on your savings, invest them where it counts. #savings #inflation #investing #isa
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Can you afford to retire? According to Which if you want to be able to afford luxuries like foreign holidays and a new car every five years during your retirement, you need £31K a year. #retirement #pensions
https://t.co/QELc5OnY58
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Always follow the advice of the UK Finance’s Take Five to Stop Fraud Campaign – STOP, CHALLENGE, PROTECT. #fraud #scams #stop #challenge #protect
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