Alistair Trippett’s Post

I am excited to have partnered with Asset-Map to provide some new tools for clients to leverage! Whether you are self-employed or a W2 employee, Asset-Map can customize all of your short-term and long-term financial planning into one profile. You can break down all of your various assets and liabilities and see a detailed balance sheet. You can enter all of your short-term and long-term goals and Asset-Map can track your progress or let us know if you are off-pace! This tool will allow us to continue providing the best possible planning services for anyone who wants to take control of their finances. If you'd like to see a report for FREE, shoot me a message and I'll get you a link to create your map! #realtor #realestateagent #financialplanning #retirement #investments #realestate #selfemployed #smallbusinessowner #exitplanning

𝗔 𝘁𝗮𝘅-𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝘁 𝘄𝗮𝘆 𝘁𝗼 𝗴𝗿𝗼𝘄 𝘆𝗼𝘂𝗿 𝘄𝗲𝗮𝗹𝘁𝗵 𝗮𝗻𝗱 𝗯𝘂𝘆 𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 𝗽𝗿𝗼𝗽𝗲𝗿𝘁𝘆?! 🤔 Here’s how it works... 🔑 𝙄𝙣𝙫𝙚𝙨𝙩 𝙞𝙣 𝘾𝙤𝙢𝙢𝙚𝙧𝙘𝙞𝙖𝙡 𝙋𝙧𝙤𝙥𝙚𝙧𝙩𝙮: Use your SIPP to buy offices, warehouses, or other commercial spaces - an excellent option for business owners. 📈 𝙇𝙚𝙖𝙨𝙚 𝙞𝙩 𝙩𝙤 𝙔𝙤𝙪𝙧 𝘽𝙪𝙨𝙞𝙣𝙚𝙨𝙨: Rent the property to your business, and the payments go back into your SIPP tax-free - just like dividends but with property! 💼 𝙍𝙚𝙖𝙡-𝙇𝙞𝙛𝙚 𝙀𝙭𝙖𝙢𝙥𝙡𝙚: A client of mine used his SIPP to buy his company’s space. Now, his rent payments flow straight into his pension, growing it tax-free. ❗ 𝙃𝙚𝙖𝙙𝙨 𝙪𝙥: This strategy is for commercial properties only, but it’s a great way to make your business boost your financial future. If you're a business owner and would like to explore how a SIPP could help you achieve your financial goals, feel free to reach out for a chat. 📩 #Pensions #SIPP #CommercialProperty #BusinessOwners #FinancialPlanning #TaxEfficient

Every member of our team owns a portfolio of SFR investments that produces positive net cash flow and runs continuously like a well oiled machine. We are experts and trusted partners who are here to guide you through every aspect of making smart and sustainable investments for your long term financial health. . Unlock the benefits of income producing rental property investing without all of the time, work, and risk involved with doing it alone. Havium’s game changing technology and concierge service makes it possible. Let us take care of all the hard stuff so you can enjoy your passive income and financial security stress free. . Link in bio to learn more and book your introductory call. . . . . . #investmentproperty #rentalproperty #1031exchange #singlefamilyrentals #singlefamilyinvesting #RealEstateInvesting #propertyinvestment #proptech #realestatetech #FinancialPlanning #wealthcreation #wealthmanagement #personalfinance #housingmarket #investments #realestate #retirement #wealth #retirementplanning #financetips #buyandhold

A thank you... I would just like to thank everyone for your continued support in 2024, it has been a busy one and its not even over yet! As I enter my 12th year in the financial services industry, I thought it might be a good time to update my friends, family and clients on the services I provide. 🏘️ Mortgages for first time buyers, home movers and landlords including remortgages on a live system from the whole of the market. 💷 Consolidating previous personal and workplace pensions to a more suitable, easy to manage and safeguarded single pot, putting you in control. 🛡️ Reviewing your plan B. Protecting your family and finances if ill health strikes. 📈 Providing cashflow forecasting. An incredibly important process to ensure you are on track to enjoy your retirement. 💱 Comprehensively appraising savings and advising on bespoke plans aiming to improve on the ‘off the shelf’ options from your bank. Including utilising your annual tax allowances. 💵 Assisting directors and sole traders on optimising tax efficiency. Providing tailored work place pension solutions, delivering a more flexible and personable approach to you and your staff, making your business a better proposition to potential recruits. 👨👩👧 Estate Planning – Making sure your wealth passes to your loved ones in the most tax efficient manner and with as little fuss as possible. As all my existing clients will contest, I offer initial meetings at no cost. I assess your current situation, breakdown your financial goals and then put a tailored plan in place on how best to achieve them. No one should have to fit into a generic ‘advice box’. I understand that engaging with a financial adviser involves trust. An aspect I never underestimate. My aim is to retain existing clients with everlasting relationships and build my business through referrals keeping costs as low as possible as I don’t need to pay for big brand marketing. My diary is open. I look forward to meeting with you in 2025! Stephen Turner is part of Octo Financial Planning www.octofp.com a trading style of Octo Financial Planning Ltd and an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.org.uk ) under reference 972331. Registered office: 127 Unthank Road, Norwich, Norfolk, NR2 2PE. Registered in England and Wales Number: 13922409. Estate Planning is not regulated by the Financial Conduct Authority

📢 𝗠𝗮𝗻𝘆 𝗗𝗕 𝗽𝗲𝗻𝘀𝗶𝗼𝗻 𝘀𝗰𝗵𝗲𝗺𝗲𝘀 𝗮𝗿𝗲 𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵𝗶𝗻𝗴 𝗳𝘂𝗹𝗹 𝗳𝘂𝗻𝗱𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗶𝗻𝘀𝘂𝗿𝗲𝗿 𝗯𝘂𝘆-𝗼𝘂𝘁 𝗺𝗲𝗮𝘀𝘂𝗿𝗲𝘀. 𝗛𝗼𝘄 𝗰𝗮𝗻 𝘆𝗼𝘂 𝗲𝗻𝘀𝘂𝗿𝗲 𝘆𝗼𝘂𝗿 𝘀𝗰𝗵𝗲𝗺𝗲’𝘀 𝗯𝘂𝘆-𝗼𝘂𝘁 𝗶𝘀 𝘄𝗲𝗹𝗹 𝗲𝘅𝗲𝗰𝘂𝘁𝗲𝗱? It's not too late to register for our webinar on Tuesday 9 July! Leonard Bowman, Iain Church and Peter Carver discuss the difference between a good and bad process and its potential for real financial consequences for scheme sponsors. Register now! 🔗: https://okt.to/VSim8b #Buyouts #DBPensions #Insurers

📢 𝗠𝗮𝗻𝘆 𝗗𝗕 𝗽𝗲𝗻𝘀𝗶𝗼𝗻 𝘀𝗰𝗵𝗲𝗺𝗲𝘀 𝗮𝗿𝗲 𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵𝗶𝗻𝗴 𝗳𝘂𝗹𝗹 𝗳𝘂𝗻𝗱𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗶𝗻𝘀𝘂𝗿𝗲𝗿 𝗯𝘂𝘆-𝗼𝘂𝘁 𝗺𝗲𝗮𝘀𝘂𝗿𝗲𝘀. 𝗛𝗼𝘄 𝗰𝗮𝗻 𝘆𝗼𝘂 𝗲𝗻𝘀𝘂𝗿𝗲 𝘆𝗼𝘂𝗿 𝘀𝗰𝗵𝗲𝗺𝗲’𝘀 𝗯𝘂𝘆-𝗼𝘂𝘁 𝗶𝘀 𝘄𝗲𝗹𝗹 𝗲𝘅𝗲𝗰𝘂𝘁𝗲𝗱? Join our webinar on 9 July, where Leonard Bowman, Iain Church and Peter Carver discuss the difference between a good and bad process and its potential for real financial consequences for scheme sponsors. Register now! 🔗: https://okt.to/WEiVwo #Buyouts #DBPensions #Insurers

The financial services I offer help you optimize your financial circumstances and prepare for your financial future: 🧭Comprehensive Wealth Management 📊Investment Management 🛣️Retirement Planning 🧾Tax Planning 🚀401(k) for Business Owners Call today to learn more.

The financial services I offer help you optimize your financial circumstances and prepare for your financial future: 🧭Comprehensive Wealth Management 📊Investment Management 🛣️Retirement Planning 🧾Tax Planning 🚀401(k) for Business Owners Call today to learn more.

The financial services I offer help you optimize your financial circumstances and prepare for your financial future: 🧭Comprehensive Wealth Management 📊Investment Management 🛣️Retirement Planning 🧾Tax Planning 🚀401(k) for Business Owners Call today to learn more.

The financial services I offer help you optimize your financial circumstances and prepare for your financial future: 🧭Comprehensive Wealth Management 📊Investment Management 🛣️Retirement Planning 🧾Tax Planning 🚀401(k) for Business Owners Call today to learn more.