Daniel Francis - Chartered Financial Planner

Find us here Easter Weekend Friday and Saturday
🐣🐰 Rookery Farm, Attleborough NR17 1LB 🐰🐣

Lots of other treats available too!

KrispieCrazy 🎂
Bee Sweet 🍬
Event Bar Hire will have their Shake Shack 🥛
Debbie's Dinky Donuts🍩 apologies I couldn't tag you! 😔
And keeping us all caffeinated.... Coffee Cafe' ☕😋

Please note the event is free entry but all activities are individually priced. No booking is required, please just arrive on the day 😃

Gates open at 10am!
See you there!!! 👋

Do you have a family member requiring care? Do you know what funding options are available?

A SOLLA accredited financial adviser is specifically trained to discuss later life matters and understand the needs of vulnerable clients.

When did you last look at your retirement plans? Pensions are not the only option available, so it’s important to know where you stand financially and whether you can afford the lifestyle you desire.

A financial adviser can talk you through the options and help you make a plan for the future.

As a SOLLA Adviser, the needs of the elderly are always a high priority to me. This World Senior Citizens Day let’s all take a moment to celebrate the elders of our families and society.

We can learn a lot from Honey Bees; they have an outstanding work ethic, attention to detail and each one is critical to the survival of the colony. Sounds like the recipe for a successful business…do you agree?

We are still waiting for a decision on the social care reform. In my opinion, this should be a top priority for the government. I’d be interested to hear your thoughts on this issue…

Interesting article from Nuffield Trust on a potential solution to the social care reform. If other countries can find a solution, why is the UK govt struggling so much?
http://ow.ly/yzm450FLG3g

Social care funding: complex but not impossible Debate over social care reform in England continues to focus on funding, with the recent suggestion of a rise in national insurance contributions the latest to seemingly become politically difficult. So is a solution to this thorny issue impossible? Natasha Curry and Laura Schlepper argue that count...

I do love a good afternoon tea and will be celebrating Afternoon Tea Week by supporting one of our lovely local venues. Any recommendations?

It’s . This is our 4 legged lady Bea. Have your cats kept you entertained this last 18 months? They’ve been the stars of the show in our weekly AFL Financial Strategies office teams meetings; sitting on heads, keyboards, a tail slowly moving over the screen.

If you celebrated International Beer Day yesterday, you might be suffering on World Hangover Day today! What’s your hangover cure?

It’s International Beer Day! Beer is one of the world’s oldest drinks and has always been an opportunity to pause and socialise with others. So, get together and raise a glass!

I’m celebrating World Friendship Day by catching up with some of my nearest and dearest. Now that restrictions are lifted we can celebrate together properly!

Today is the Samaritans Awareness Day. Whatever you’re going through, there’s someone to listen 24 hours a day. http://ow.ly/9urx50FpXdD

It’s International Tequila Day! Mix up a Margarita, Paloma or Sunrise and celebrate!

Later life planning requires a certain sensitivity and understanding. An accredited SOLLA adviser has the skills required to help the elderly, vulnerable and their families to plan and achieve financial security.

As we look forward to ‘Freedom Day’ on 19th July, are you planning to continue taking precautions against Covid or will you be happy to shed the masks and social distancing?

July is the annual Talk to Us campaign from the Samaritans. If you’re struggling to cope, they are always there to listen.
http://ow.ly/AaOW50FpWOr

If you’re marrying for the second or third time, there are a number of financial issues that you need to consider. Speak to a financial adviser today to understand your options and help make plans before the big day.

It’s International Kissing Day! Who are you locking lips with?

Is anyone out there? Today is World UFO Day, commemorating the supposed 1947 UFO crash in Roswell. Why not have a look at the night sky later and see if you can spot something new. The truth is out there!

Are you claiming Married Couples Allowance? It could reduce your tax bill by between £353 and £912.50 a year. Contact your financial adviser or read more here: https://www.gov.uk/married-couples-allowance

LGBTQ+ individuals often plan their finances later in life and interact less with professional financial advisers. It can be difficult to find an adviser that understands your life choices, but we are out there so don’t give up!

Today is 51 years since the first Pride March. We’ve come a long way towards equality, but there’s still more work to be done, especially in the financial community. Have you had a bad experience when seeking financial advice?

Got a wedding or civil ceremony planned this summer? Once you’ve tied the knot, make sure you start to claim Marriage Allowance. Speak to a financial adviser for advice, or read more here: https://www.gov.uk/marriage-allowance

I’m passionate about helping the LGBTQ community with financial planning, because I know the unique challenges that can be faced. If you’d like a sensitive, no obligation chat, get in touch.

It’s not easy to find the right care for a loved one. If you’d like some help, ask me about Care Sourcer’s Care Concierge service. They can help you find immediate care, or just provide informal advice on options for the future.

Happy Fathers Day, whether you are a father, have a father or miss a father. Whatever your situation, it is a day to celebrate the love and bond that fathers and children have.

LGBTQ+ financial planning has its unique challenges and can require a financial adviser with an understanding of the community and its issues. If you’d like to know more, get in touch.

Marriage Allowance is available to all couples that are married or in a civil partnership and lets you transfer £1,260 of your Personal Allowance to your husband, wife or civil partner. You can also backdate a claim to 2017. More here:
https://www.gov.uk/marriage-allowance