Municipal Financial Planning

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Municipal Financial Planning Municipal Financial Planning is an Appointed Representative of and represents only St. James's Place

🎉 Celebrating George! 🎉We’re incredibly lucky to have George, our PSS, as part of the Municipal team. 💙George is always ...
05/10/2026

🎉 Celebrating George! 🎉

We’re incredibly lucky to have George, our PSS, as part of the Municipal team. 💙

George is always on hand with his knowledge, experience and support and his positive attitude makes such a difference to the team. He’s brilliant at what he does and always goes the extra mile to help both our advisers and our clients.

Thank you, George, for everything you do and for being such a valued part of the Municipal family! 👏

PROTECTION & PRIVATE MEDICAL INSURANCE WEBINAR Join us on Zoom for an informative session exploring Private Medical Insu...
28/09/2026

PROTECTION & PRIVATE MEDICAL INSURANCE WEBINAR

Join us on Zoom for an informative session exploring Private Medical Insurance and a range of important protection solutions for individuals, families and businesses.

We’ll be covering:

🔹 Private Medical Insurance
🔹 Life Insurance
🔹 Critical Illness Cover
🔹 Income Protection
🔹 Relevant Life Plans
🔹 Key Person Protection
🔹 Group Medical Insurance

Whether you’re reviewing your existing protection or considering cover for the first time, this session is designed to help you understand your options and make informed decisions.

📅 Wednesday 30th September
⏰ 6:00pm
💻 Online via Zoom

Want to register?
📩 Email [email protected] and we’ll send you the joining details.

Guests are very welcome, so feel free to invite a friend, family member or colleague!

📚 Educating Business Owners: Get More From Their FinancesRecently, David Bean, owner of Municipal Financial Planning, ha...
24/09/2026

📚 Educating Business Owners: Get More From Their Finances

Recently, David Bean, owner of Municipal Financial Planning, had the opportunity to speak with business owners about making the most of their finances and planning for the future.

The session covered some key areas including:

💼 Business & personal financial planning
📈 Building and maximising wealth
🏦 Pension planning
🛡️ Protection and risk management
🎯 Growth and succession planning

It was a fantastic session with some great conversations, insightful questions and plenty of ideas shared.

A big thank you to everyone who attended and got involved. We look forward to continuing to help business owners plan with confidence and make the most of their financial opportunities. 💙

If you’re a business owner and would like to have a conversation about your financial planning, get in touch for a FREE financial plan.

🎉 5 YEARS OF BEN WINTERS! 🎉Today we’re celebrating a fantastic milestone as Ben marks 5 years with Municipal Financial P...
03/09/2026

🎉 5 YEARS OF BEN WINTERS! 🎉

Today we’re celebrating a fantastic milestone as Ben marks 5 years with Municipal Financial Planning! 🥂

Over the past five years, Ben has built strong relationships with clients and made a huge contribution to the team. His commitment, knowledge and passion for helping people achieve their financial goals make him such an important part of Municipal.

Thank you for everything you’ve done over the last five years, here’s to the next chapter! 💙

👏 Congratulations, Ben!

What is a Bond? 💷📈You may have heard the term “bond” when talking about investing, but what does it actually mean?Put si...
12/08/2026

What is a Bond? 💷📈

You may have heard the term “bond” when talking about investing, but what does it actually mean?

Put simply, a bond is a way of lending money to a company or government. In return, the investor may receive regular interest payments and repayment of the original amount at an agreed date.

Bonds can play an important role within a diversified investment portfolio but they aren’t without risk.

If you’d like to understand more about bonds and how they could fit into your financial plan, get in touch for a FREE financial plan. 💙

The value of investments can go down as well as up and you could get back less than you invest.

10 Tips for Business Owners 📊1. Review your business performance Look at your income, expenses and profitability over...
11/08/2026

10 Tips for Business Owners 📊

1. Review your business performance
Look at your income, expenses and profitability over the past year.
2. Set clear financial goals
Decide what you want your business to achieve over the next 12 months.
3. Review your cash flow
Make sure you understand what’s coming in, what’s going out and when.
4. Build an emergency fund
Having a financial buffer can help your business deal with unexpected costs.
5. Review your tax position
Make sure you’re prepared for upcoming tax liabilities and deadlines.
6. Check your business protection
Consider whether your business and the people who are key to it are adequately protected.
7. Review your pension contributions
Don’t let building your business mean putting your own long-term financial plans on hold.
8. Think about your investments
Review whether your investments still align with your goals, timescale and attitude to risk.
9. Plan for the unexpected
Consider what would happen to your business and family if you were unable to work or something happened to a key person.
10. Get a financial plan in place
A clear plan can help you make informed decisions and work towards both your business and personal goals.

Running a business is demanding enough — having a clear financial plan can give you one less thing to worry about. Contact us for a free plan!

🎉 Happy 1 Year, Abi! 🎉Today we’re celebrating Abi Luffman, EA to David Bean, as she marks her one-year anniversary with ...
06/08/2026

🎉 Happy 1 Year, Abi! 🎉

Today we’re celebrating Abi Luffman, EA to David Bean, as she marks her one-year anniversary with Municipal Financial Planning.

Over the past year, Abi has become an invaluable part of the team. Her professionalism, organisation and positive attitude have helped ensure both our team and our clients receive the highest level of support every day.

Here’s to many more successful years ahead! 💙

What is Passive Investing? 📈Passive investing is a long-term investment approach that aims to track the performance of a...
31/07/2026

What is Passive Investing? 📈

Passive investing is a long-term investment approach that aims to track the performance of a market index, offering a simple and cost-effective way to invest.

While it can be a suitable option for many investors, the right investment strategy depends on your individual goals, attitude to risk and financial circumstances.

If you’re unsure whether passive investing is right for you, we’re here to help.

📩 Get in touch for a FREE financial plan and let’s discuss an investment strategy that’s tailored to your goals.

The value of investments can go down as well as up, and you could get back less than you invest.

08/07/2026

MUNICIPAL X SJP SPORTS DAY 🏉 🏆

What an incredible day yesterday at the SJP Sports Day! 🏅💙Not only did we raise an amazing £10,000 for the SJP Foundatio...
08/07/2026

What an incredible day yesterday at the SJP Sports Day! 🏅💙

Not only did we raise an amazing £10,000 for the SJP Foundation, but we also brought home the win! 🏆🙌

A huge thank you to everyone who organised such a fantastic event and to everyone who took part and supported such a great cause. We had the best time, made some brilliant memories and can’t wait to do it all again.

Bring on next year! 💙🎉

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Capital House, Appleton Way
Hornchurch
RM124XY

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Monday 9am - 6pm
Tuesday 9am - 7pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 4pm

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