Southgate Wealth Management

When it comes to planning for your future, savings and investments play vital yet distinct roles. If you are not sure where to start, swipe these slides and ask yourself: ❓ How much should I put aside? ❓ How soon might I need it? ❓ Where should I put it? ❓ What do I want that money to do for me and my family? To explore whether you should save, invest, or do both, check out our latest blog post! 👉 https://bit.ly/3TTwPAx #saveorinvest #financialplanner #financialconsultant #retirementplanning #pension #financebristol #bristol #investments #taxplanning

With Donald Trump set to return as the 47th President, we might see some short-term market swings as his policies unfold. Things like increased tariffs and fewer regulations could bring changes, including a possible bump in inflation. But it's key to stay calm and not make sudden moves with investments. Our team remains focused on the big picture, staying steady with long-term strategies rather than reacting to short-term speculation. So what does Trump's victory mean for markets? Check out our full article here https://lnkd.in/e2g-X9hP 🇺🇸 #election2024 #marketupdate #financialadvisor

While I'm keeping all your investments safe, you make sure you keep yourselves safe! 🧨 Enjoy the firework displays, wherever you are and keep warm 🍂 ✨ #bonfirenight #fireworks #5thnovember #rememberremember #guyfawkes

What does the Autumn Budget mean for you? Here are the highlights: 🍁Taxes: Employer NI up to 15%. 🍁Capital Gains Tax: Up to 18% for basic rate tax payers and up to 24% for high-rate taxpayers. 🍁 Inheritance Tax: Threshold freeze till 2030. 🍁Pensions: Death benefits included in IHT from 2027. 🍁Stamp Duty: Higher tax on second homes up from 3% to 5%. 🍁Non-Dom Status Abolished 🍁Income Tax & NI: Freeze on thresholds till 2028. This budget brings big changes for businesses, investors, and taxpayers alike. Check out our full blog on the Autumn Budget here - https://bit.ly/40qbKS8 #ukbudget #autumnbudget #financialplanner #financialconsultant #retirementplanning #pension #financebristol #bristol #investments #taxplanning

Get ready for a spooktacular celebration! Whether you're dressing up in creative costumes, carving pumpkins, or eating tons of sweets, we hope your day and evening is fun! 🕷️🦇 #happyhalloween #halloween

🎉 This month was extra special as we celebrated Katrina, my incredible wife's, milestone birthday surrounded by family and friends 🎂✨ It really was a night to remember, and someone was very sleepy by the end. Enjoy the pics! 💫 #family #birthday #milestone

I have been based in the Southwest for most of my life, having grown up in the city of Bristol. After studying at the University of Reading, and a season as an overseas cricket player in Australia, in 2007 I started my professional career in investment management as a stockbroker. 16 years later, having enjoyed looking after investment portfolios on behalf of individuals, corporates, trusts and charities, I set up Southgate Wealth Management to assist clients with a holistic approach, drawing on my wide-ranging experience. I live between Bristol and Bath with my wife, our two children and our border terrier. Outside of the office I play league tennis and golf to stay active. I have also played for and supported my local cricket club in Downend, Bristol, since I was 10 years old and am now their sponsor! Good to meet you! ✨ #aboutme #financialplanner #financialconsultant #retirementplanning #pension #financebristol #bristol #investments #taxplanning

Happy birthday to my fantastic wife Katrina! 🥳 Not just an incredible mother to our children, but also my rock and a vital part of our journey at Southgate Wealth Management. Your unwavering support inspires me every day. I am truly grateful for everything you do for our family and our business 🙌 #happybirthday #birthday #family #financialplanner #financialconsultant #retirementplanning #pension #financebristol #bristol #investments #taxplanning

The UK government is set to introduce a significant rental reform bill aimed at improving tenant rights and providing more security in the rental market. While this is a positive step for tenants, it will also bring changes for landlords that need careful consideration. If you’re considering selling your rental property due to these changes, now might be the time to explore new investment opportunities! Whether you’re looking to diversify or step back, there are plenty of avenues to consider 🙌 #Uukrentalreform #rentalreform #financialplanner #financialconsultant #retirementplanning #pension #financebristol #bristol #investments #taxplanning

Today, let's celebrate the power of saving and smart financial choices. Whether you're building an emergency fund, planning for a dream holiday, or investing in your future, every penny saved is a step towards greater financial freedom. Teach your kids the importance of saving and start them young 🙌 #nationalsavingsday #financialplanner #financialconsultant #retirementplanning #pension #financebristol #bristol #investments #taxplanning