B&N Financial Planning

B&N Financial Planning

Financial Freedom through Trusted Financial Advice

Timeline photos 08/03/2023

Timeline photos 07/03/2023

Happy Holi to everyone celebrating!

Photos from B&N Financial Planning's post 08/07/2022

Presenting: St. James’s Place in conversation with Ellis Watson

Wednesday 7 September 2022 at 12:30 – 13:30

Who wants to be a millionaire? Ellis Watson, business leader and inspirational keynote speaker

Ellis Watson is known for his ability to turn around, re-brand and expand businesses in a variety of sectors. His list of roles has included:

• CEO of Celador – taking ‘Who Wants to Be a Millionaire?’ to over 100 countries
• MD of Mirror Group Newspapers
• Head of John Menzies
• Board member of FirstGroup
• CEO of Simon Cowell’s Syco Corporation

In many of his roles Ellis has helped turn the fortunes of the brand around or led them through periods of great success. Join us as Ellis challenges, motivates, and advises with an original insight, enthusiasm and humour. He is a firm believer that: “There’s no point in waiting and hoping for a wave; go and create one yourself.”

Ellis will cover themes such as:
• Disruption – how it can lead to positive change
• Working Under Pressure – how to inspire passion
• Taking on Challenges – how to progress from mission statements to true company culture, embracing quality, integrity, and diversity.
It’s not to be missed!

Click here to save your virtual seat
https://buff.ly/3Rg0D7k

Timeline photos 01/02/2022

To all our clients, friends and connections celebrating the Lunar New Year, we wish you happiness and prosperity for the year of the Tiger.

31/01/2022

How to make an ISA work harder for you

Photos from B&N Financial Planning's post 24/01/2022

Here's what a little extra in your pension every day could look like when you get to retirement.

20/01/2022

Make sure you make the most of this year’s tax allowances before their use-by date

Whatever your financial goals, don’t miss this year’s use-by date for your tax allowances 19/01/2022

https://buff.ly/3A72Lq0
With the end of the tax year approaching, have you made the most of your tax allowances for this financial year?

Whatever your financial goals, don’t miss this year’s use-by date for your tax allowances Whatever your financial goals, don’t miss this year’s use-by date for your tax allowances

Make 2022 less taxing: the financial habits to get into now 18/01/2022

https://buff.ly/3IcFlCk
5 Great habits you can use to help you manage your finances.

Make 2022 less taxing: the financial habits to get into now Make 2022 less taxing: the financial habits to get into now

Timeline photos 19/11/2021

“A man is one whose body has been trained to be the ready servant of his mind; whose passions are trained to be the servants of his will; who enjoys the beautiful, loves truth, hates wrong, loves to do good, and respects others as himself.” –John Ruskin

5 Ways To Develop A Growth Mindset In Your Kids 19/11/2021

The opportunities of the future lie with those with the confidence to spot them and audacity to go after them. Here is 5 ways to develop a growth mindset in children: https://buff.ly/3kQQFL4

5 Ways To Develop A Growth Mindset In Your Kids The opportunities of the future lie with those with the confidence to spot them and audacity to go after them. Today, the shift from ‘I’ve got a neat idea’ to ‘I run a billion-dollar company’ is occurring faster than ever. It starts with a growth mindset, and those are developed in childho...

17/11/2021

Digital technology: friend or foe against climate change?

From the energy that goes into making smartphones to the fact that even emails create carbon emissions, the world's internet addiction comes with costs to the climate: https://buff.ly/3wpzuFb

uk.finance.yahoo.com

5 ways parents can support their children to save up for Christmas 15/11/2021

Christmas is coming! Here are 5 ways parents can support their children to save up for Christmas.

Starting savings goals with your children early could help teach them vital money skills, says Vicky Shaw: https://buff.ly/3F0MGU7

5 ways parents can support their children to save up for Christmas Starting savings goals with your children early could help teach them vital money skills, says Vicky Shaw.

Photos from B&N Financial Planning's post 12/11/2021

Teaching children about money equips them with the knowledge and skills they need to manage their money effectively now and in the future. Children who do better with money tend to have parents/carers who talk to them about money and show them how to complete money related tasks.

Having conversations about money builds children’s confidence on the subject and helps to develop their financial skills as adults.

See how you can teach your children about money from three years of age to adult children.

Source: moneyandpensionservice, 2021

Timeline photos 10/11/2021

Everyone has money worries – and for many, the challenges of the pandemic have brought these to light – but the same way you take action to improve your physical health, you can also take action to feel more in control of your financial wellbeing too.

Research shows that people who talk about money:
• make better and less risky financial decisions
• have stronger personal relationships
• help their children form good money habits for life
• feel less stressed or anxious and more in control

Building money conversations into our everyday lives also helps us build financial confidence and resilience to face income shocks, life events and whatever the future throws at us.
Start the conversation!

Source: moneyandpensionservice, 2021

Timeline photos 08/11/2021

It is Talk Money Week! Financial wellbeing, alongside physical and mental wellbeing is crucial and although the pandemic has made us talk more openly about these subjects, there is still work to be done to break down the taboo of talking about money.

Each November, the nation is encouraged to come together for Talk Money Week, to start money conversations in any walk of life. The week is designed to increase people’s sense of financial wellbeing by encouraging them to open up about personal finance – from pocket money to pensions.

To start the week off, we are looking at how Covid-19 has affected everyone financially.

Source: moneyandpensionservice, 2021

Timeline photos 04/11/2021

Happy Diwali to all of our family, friends, clients & colleagues!
May your life be as colourful, shimmering and magical as the lights of Diwali.

Timeline photos 20/07/2021
Photos from B&N Financial Planning's post 21/06/2021

When they’re not just your daily inspiration but they also know you so well!

Lockdown easing: How to socialise without breaking the bank 26/05/2021

As lockdown continues to ease in England, you may be starting to go out a bit more and enjoy spending time with friends at bars and restaurants - but how can you socialise without breaking the bank? https://buff.ly/3fPerUq

Lockdown easing: How to socialise without breaking the bank If your bank balance is looking anything but healthy right now, this might help.

Timeline photos 13/05/2021

Eid Mubarak to all those celebrating!

Timeline photos 22/04/2021

Today on more than a billion people around the world will raise awareness about how we treat the planet. This year it takes place against the backdrop of a global pandemic that has forced many of us to rethink the way we live and demonstrated how quickly we can adapt. An often overlooked response to climate change is how we invest our money, which can be for good as well as growth.

We all must make a choice regarding whether we want to be on the right or wrong side of climate history: https://buff.ly/3ep4xbs

Timeline photos 14/04/2021

How can you teach your children about money? Financial know-how can set your little one up for lifelong well-being. These child-friendly apps can help manage allowances and even create savings goals: https://buff.ly/3seNcXx

Timeline photos 13/04/2021

Happy Vaisakhi
Let’s celebrate the festival of harvest with zest and joy
Sharing and giving

Timeline photos 12/04/2021

To all those in our community recognising Ramadan from today, wishing you a peaceful time of reflection, prayer and community.

11/04/2021

Celebrating 4 years of B&N Financial Planning Ltd! I can't believe we're 4 years in...It's been an amazing journey so far. Thank you to all of our clients, introducers, contacts, network and to everyone single person and company that has been involved and helped us along the way!

Still lots to learn and targets to achieve and as much as I'd like to say it's been relatively straightforward there have been many times where it hasn't gone to plan and I've had to learn, adapt and change to push forward, but I wouldn't change a thing.

None of this would have happened without the support of my partner (Chief People Officer), Nav Keer! Thank you for helping make this such a success!

Timeline photos 25/03/2021

It’s now been a year since Boris put the UK in full national lockdown. Although it might feel like the world has been put on pause over the last 12 months, new data released today shows that only one in five UK adults had to put their personal goals or ambitions on hold as a result: https://buff.ly/3tPWJpf

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Our Story

B&N Financial Planning Limited was established in 2017, when its Director Bobby Keer after working as a Financial Adviser for 15 years, accepted an invitation to join St. James's Place Wealth Management.

With offices in Hertfordshire and London, we are able to provide advice to clients across the South East of England.

With over 15 years working within wealth management, Bobby Keer has the knowledge and experience that you need to be confident that your business is in safe hands.

At the heart of the service offered by Bobby Keer is his belief in effective communication to ensure that clients are kept informed of issues that may affect their financial wellbeing. As such he regularly publishes a range of newsletters exclusively for his clients, including a weekly communication covering key market, economic and personal finance news and quarterly magazine, The Investor.

Videos (show all)

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Celebrating 4 years of B&N Financial Planning Ltd! I can't believe we're 4 years in...It's been an amazing journey so fa...
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Opening Hours

Monday 08:00 - 18:00
Tuesday 08:00 - 18:00
Wednesday 08:00 - 18:00
Thursday 08:00 - 18:00
Friday 08:00 - 18:00
Saturday 08:00 - 12:00