Fathom Financial

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Fathom Financial Our mission at Fathom is to give straight-forward independent pension and retirement planning advice that you can relate to.

This National Pension Tracing Day, reconnect with your hard-earned money.Throughout our careers, we change jobs, move ho...
25/10/2026

This National Pension Tracing Day, reconnect with your hard-earned money.

Throughout our careers, we change jobs, move homes, and switch names. But while nearly 90% of people update their address with their GP when moving house, only 5% remember to notify their pension provider.

Use the official GOV.UK tool to find the contact details of past scheme providers, update your contact address, and request a current benefit statement. Once you’ve tracked down your historic pots, reviewing their investment performance, underlying fees, and alignment with your long-term wealth strategy is essential.

At Fathom Financial, we help clients trace, evaluate, and structure their pension wealth so every pound is working toward the retirement they envision. Get in touch with the team at Fathom Financial today to review your pension portfolio: fathomfinancial.co.uk/pension-review

23/10/2026

Feeling nervous about the Autumn Budget?

Our Head of Advice, Victoria Bell, has a simple answer: come in and have a chat.

It doesn't cost anything. At worst, you'll leave knowing more about your pension than when you arrived.

Take a look at where your pension stands today: https://fathomfinancial.co.uk/pension-review/

22/10/2026

Myth: "The Budget will change my pension overnight."

Reality: Most Budget changes are phased in, consulted on, or apply going forward - not retrospectively. Headlines move fast; actual rule changes usually don't.

That's not a reason to ignore the Budget. It's a reason not to panic before you've seen what's actually been announced.

We'll break down what's confirmed as soon as it lands, not what's rumoured. Check in with your pension plans - talk to Fathom: fathomfinancial.co.uk/pension-review

Budget rumours have a habit of making business owners either rush a sale or delay one they were ready to make.Neither is...
21/10/2026

Budget rumours have a habit of making business owners either rush a sale or delay one they were ready to make.

Neither is usually the right reason to move. A good exit plan should hold up whatever the Budget says. Because it's built around your business and your numbers, not a headline.

If you're thinking about succession or exit in the next few years, the conversation is worth having now, not once the news cycle forces your hand. Talk to Fathom Financial to make a plan that makes sense for you.

fathomfinancial.co.uk/retirement-planning | 0800 043 8341

We're Fathom, a County Durham firm, based in Spennymoor, working with people and businesses across the North East: Durha...
20/10/2026

We're Fathom, a County Durham firm, based in Spennymoor, working with people and businesses across the North East: Durham, Newcastle, Sunderland, Darlington and beyond.

No call centre. No comparison site. Just named advisers you can actually speak to. Fathom your future today.

fathomfinancial.co.uk | 0800 043 8341

19/10/2026

How have past Budgets affected pensions?

Their impact in previous years has been massive, but the biggest upcoming change will be on inheritance tax. As pensions are set to fall within the scope of inheritance tax from April 2027, now the best time to start planning conversations.

Find out what it could mean for you and your family sooner rather than later with Fathom.

fathomfinancial.co.uk | 0800 043 8341

“It’s like having a mate that’s an expert.”�That’s what one of our retired clients said about working with us. That’s th...
17/10/2026

“It’s like having a mate that’s an expert.”�

That’s what one of our retired clients said about working with us. That’s the kind of relationship we want with everyone we work with: expert advice, delivered in plain English by people you know, trust, and can easily reach.�

Thinking about your own retirement plans? Get in touch for a chat.

fathomfinancial.co.uk | 0800 043 8341 �

16/10/2026

The Autumn Budget is coming.

We don't know what's changing this year. Nobody does yet. But our team has one piece of advice that everyone should take on board ahead of any annoucements.

Whatever the budget might mean for you, stay ahead of it with Fathom Financial.

fathomfinancial.co.uk/retirement-planning/ | 0800 043 8341

Three things worth taking five minutes to check before Budget day:1️⃣ Do you know your current state pension forecast? 2...
15/10/2026

Three things worth taking five minutes to check before Budget day:

1️⃣ Do you know your current state pension forecast?
2️⃣ Do you have any old workplace pensions you’ve lost track of?
3️⃣ Do you know roughly what your pension is worth today, across all your pots?

None of this commits you to anything. It just means whatever the Budget announces, you’re not starting from zero. Book a Pension Review with Fathom to get your plans on the right track.

Whatever the Autumn Budget brings, one change is already confirmed: from April 2027, pensions will be brought into the s...
14/10/2026

Whatever the Autumn Budget brings, one change is already confirmed: from April 2027, pensions will be brought into the scope of inheritance tax.

That's not speculation, it's happening. If you're thinking about how your pension fits into your wider estate, it's worth understanding now rather than in six months' time.

We make sense of it, so you don't have to. Talk to Fathom Financial and get clarity for your future: hfathomfinancial.co.uk/contact/

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Prosperity House
Spennymoor
DL166EB

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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