Longhurst

✏️ New Article – ‘Your financial prescription’ As we navigate our financial journey, having a clear and precise plan is paramount. With a well-crafted financial prescription, we aim to help you on your way to achieving your financial goals. 👉 https://lnkd.in/epCim7SG #financialplan

'Longhurst - SmartStack®' Whether you’re a business owner or a senior executive, the challenges you face are like no other. Responsibilities increase. Your working day extends. The pressures increase. You may have concerns that your current financial plan may not be robust enough, or it doesn’t even exist. Find out more about our lifestyle financial planning service and start living the life you want, on your terms. SmartStack® 👉 https://lnkd.in/eCDNSZk #smartstack #financialplan #businessowners #exitstrategy #successionplan #taxplan #mortgages #investment #lifestyleplan

🤓 Longhurst Wisdom - ‘The Truth About Fees’ Free advice is often the most expensive. Unless you are careful, the fees that you are paying your wealth manager will, over time, transfer wealth from your pocket into theirs. At Longhurst we work with investors at any stage in their wealth journey, from those who are experienced and seasoned to those who are just starting out. We review your existing investment accounts and policies and then tell you the truth about them. The whole truth. See how our fees compare 👉 https://lnkd.in/eS4TSuy3 #financialplan #investment #wealthmanagement

✏️ New Article – ‘Project Longhurst: Happy 30th birthday The Money Charity!’ Through our corporate charitable giving programme, ‘Project Longhurst’, we are proud to support organisations involved in humanitarian, animal welfare, environmental and financial education causes. This month's update comes from our Financial Education partner, The Money Charity who are celebrating their 30th birthday. Look how many people they have helped along the way 👉 https://lnkd.in/exKF4g5y #ProjectLonghurst #FinancialEducation #FinancialWellbeing #Charity

Human-focused financial planning is the process of aligning your use of capital with what matters most to you 😀 #LifePlan #FinancialPlan #Humanity

✏️ New Article – 'Client Letter: Navigating CGT Uncertainty in Tax Policy' With growing speculation about potential changes in capital gains tax (CGT) in the upcoming Budget, we consider some possible scenarios. Here's a personal note from our MD, Chris Broome, on what this could mean for your investment portfolio, and our strategy moving forward. https://lnkd.in/eZykVhPT #budget #investmentportfolio #taxpolicy

🤓 Longhurst Wisdom - ‘The Power of the Herd’ Reinforcing our message to ignore the noise. Severe market volatility can panic investors into making the wrong decision, at the wrong time, for the wrong reason. The noise of the financial press can be overwhelming and your instinct may be to follow the herd. At Longhurst, we will always stand by our principle of maintaining focus on the financial plan rather than reacting to market noise. Together, we will ignore that noise. https://lnkd.in/eMhtRv5P #investing #financialplan #trust

✏️ New Article – ‘Operation Cotswolds office under way’ We’re very excited to be opening a new office in Kingham, in the beautiful Cotswolds countryside, adding to our Silverstone and London locations. A big step, but it’s definitely the right one. A new home to grow into and new memories to create. We can’t wait to welcome you! 👉 https://lnkd.in/ePwDnrFA #LifeAtLonghurst #Cotswolds #Silverstone #London

Each client of Longhurst gains access to a Chartered Financial Planner. By choosing Chartered, you are choosing a financial planner who has made a public commitment to professionalism. #CharteredFinancialPlanner

🤓 Longhurst Wisdom - ‘Getting Ahead vs Having Enough’’ "Getting ahead is a zero-sum game as there’s only ever one winner." You don't have to go through life striving to get ahead. You could simply focus on having and being enough. Here at Longhurst, our focus is on helping you to lead a happier life, not just a wealthier one. What does your "enough" look like? 👉 https://lnkd.in/enAeBq3v #WealthManagement #FinancialPlanning