Blackdown Financial

Your Finance Matters – Spring 2026 Edition

melissa.chambers@blackdownfinancial.co.uk — Thu, 09 Apr 2026 15:18:54 +0000

This quarter’s edition discusses dividends outlook and tax, passing on wealth to the next generation and small steps for you to take to secure your financial future – covering a range of topics like salary sacrifice and protection policies. An excerpt from the newsletter below… Inheritance Tax (IHT) is often viewed as something to think about later on in life. It can feel distant…

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Advisers Celebrated for National Achievement

melissa.chambers@blackdownfinancial.co.uk — Wed, 25 Mar 2026 14:29:36 +0000

Two of our leading advisers from Blackdown Financial, based in Taunton, have been recognised among the UK’s best. Simon Cutler, Director and Financial Planner, and Emma Hamilton, Mortgage and Protection Adviser, have both been named Top Rated Advisers by VouchedFor – the UK’s largest independent review platform for financial and mortgage professionals. Their achievement was highlighted in The…

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Market Update – Middle East Conflict

melissa.chambers@blackdownfinancial.co.uk — Fri, 06 Mar 2026 12:10:42 +0000

Recent developments in the Middle East have once again highlighted how quickly global markets can react to geopolitical events. You may have noticed an increase in media coverage or sharper‑than‑usual market movements as a result. It’s completely natural for headlines like these to raise questions about what this means for investors. Periods of geopolitical tension often lead to short‑term…

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December 2025 Market Review

blackdownfinancialfran — Tue, 13 Jan 2026 16:01:37 +0000

Please click on the link below to access the December 2025 Market Review produced by EBI portfolios. This review explores a shift towards interest rate cuts as inflation eases, alongside continued AI-driven equity market gains and rising valuation concerns. It also highlights differing central bank approaches and why easing US–China tensions over rare earths remain a longer-term strategic…

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Autumn Budget 2025

blackdownfinancialfran — Fri, 28 Nov 2025 09:13:41 +0000

Chancellor of the Exchequer Rachel Reeves delivered her second Budget on 26 November, declaring “We are rebuilding our economy.” The fiscal update includes a series of new tax and spending measures – some of which had been announced or trailed prior to Budget day – described as “the right choices for a fairer, a stronger and a more secure Britain.” In total, the Budget will raise £26bn in taxes by…

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Weathering Life’s Storms

blackdownfinancialfran — Tue, 28 Oct 2025 12:35:37 +0000

Weathering Life’s Financial Storms: Why Cash Reserves Matter Imagine you are setting off for a day out to one of your favourite places – perhaps the coast, the countryside, or a walk up your local hill. You’ve looked forward to it all week, but as you step outside, you glance at the sky and wonder: “Will it rain?” At Blackdown Financial, we believe good financial planning isn’t just…

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Future proofing your finances this autumn

blackdownfinancialfran — Wed, 22 Oct 2025 11:05:02 +0000

YOUR WINDOW ON MONEY – Autumn edition Welcome to the Blackdown Financial autumn issue of Window on Money. An interesting read including retirement strategies, the benefits of hybrid working, how to stay safe from online fraudsters, as well as the impending State Pension age review and the autumn budget. Click on the link for the full issue.

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Economic Review

blackdownfinancialfran — Mon, 22 Sep 2025 13:55:56 +0000

A great read covering the second quarter review of 2025 based on Bank of England, Office for National Statistics and market performance data, including – Click here to access the full article. Full Economic Review Please note that the value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future…

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The three roles we play for our clients

blackdownfinancialfran — Mon, 15 Sep 2025 15:17:43 +0000

When people think of financial advice, they often picture investments and pensions. While these are important, the real value of what we do goes far beyond this. At Blackdown Financial, our ongoing service is built around three key roles – Planner, Adviser and Coach. 1. The Planner – clarity and reassurance As planners, we help clients define what matters to them most and build a…

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Residential Property Review – June 2025

blackdownfinancialfran — Thu, 26 Jun 2025 15:49:45 +0000

May sales hit post-2022 high as housing market regains momentum The rush to complete before April’s Stamp Duty changes caused a spike in March, followed by a 4% dip in buyer demand and the slowest annual May price growth since 2016. Despite this pause, home-movers have quickly returned. Sales agreed were up 6% year-on-year across Great Britain, with Wales leading at +15%

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