FPP Limited @FPPLimited
Established in 2003, we are a Llanelli based Financial Planning company that aims to deliver a warm, friendly and professional manner. fpplimited.co.uk Llanelli Joined April 2012-
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FPP Limited retweeted
Something I struggle with is ensuring I don’t drive the agenda in client meetings when it comes to ESG/Impact when it’s something I believe in. I have found that clients WANT to know your values and beliefs. Especially those that are new to this way of investing. #iia21
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As we all transition through the extraordinary 2020 into a brand new 2021, with the challenges we have all faced, it is good to focus on the overcoming stories and kindness displayed despite it all! We would like to wish you well in this New Year and hope it brings you happiness.
I hope that as life continues to adapt & move forward into our new normal that you remain well throughout the transition to the other side. Our latest newsletter is now available on our FPP blog to help you focus on what is really important and visualising your finishing lines!
With 2019 speedily coming to a close it is our pleasure and privilege to wish everyone a very Happy Christmas and peaceful New Year! New Blog now up @ fpplimited.co.uk #financialplanning
Wishing you all a very Happy New Year and looking forward to new opportunities in 2019!
Pleased to say that our new Blog & Autumn newsletter is now uploaded to read on our website with the prevailing theme being “Carpe Diem”! Seize the Day & Making your Vision a Reality serves to sharpen our thinking to what is most important with some great practical money tips.
With the change of season and Autumn upon us I am pleased to say that our most recent online newsletter is now available with “Seize the Day -Today” being the theme. We hope you enjoy the read with some interesting articles on investing in positive social environmental savings.
So proud to say that Zoe passed her Level 4 Certificate in Paraplanning with the Chartered Institute for Securities & Investment exam at Bristol yesterday. A huge personal achievement with such an excellent result! Well done & looking forward to great times ahead!
FPP Limited retweeted
“Wisdom will never get commoditised.” Mitch Anthony #PFSpower
FPP Limited retweeted
Excited to open our new office doors at 21 Murray Street with a warm welcome to clients and associates supporting our local Mind Charity in Llanelli. Homemade cakes, games and fun for all!
Excited to say we have relocated to our new office in the heart of the business hub for Llanelli town centre, offering a spacious meeting room & easy accessibility. Looking forward to this new season at 21 Murray Street!
A new tax year is nearly upon us so it’s a great time to complete any financial house keeping before April 5th by taking full advantage of your current ISA tax-efficient Allowance & reviewing your current pension contributions!
FPP Limited retweeted
Thanks to Carmarthen Youth Opera for 20 free tickets for our clients for Guys and Dolls on 24 February 2018.
Good to see our new blog for the beginning of 2018 with some new thinking around your financial goals & impetus to whats important to you.
Welcome 2018 with all its given opportunities & the ability to reboot your finances into alignment on what is most important to you! Refocus
As 2017 comes to a close we would like to take this opportunity to wish all our clients & associates a happy Christmas & peaceful New Year.
Welcome to our first online Newsletter for 2017 with some interesting articles on financial well-being with a focus on generational planning
At the beginning of a brand New Year we would like to wish our clients & associates a very successful 2017 as you pursue your given goals!
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