Financial planning campaign week 2 social post

Benefits

• Show people how your expert financial advice can help to get the new year off to a great start.
• Helps to generate leads and drive traffic to your Quilter.com adviser profile.
• Pre-approved and ready to share on your social channels.

How to use

• Click 'Download' below to download the social media graphic.
• Copy the social media post wording in the 'Social media wording' tab.
• Upload the graphic to your social media accounts and paste in the social media post wording relevant to the platform you are posting on, adding in the link to your adviser bio where needed.

Use this to

• Generate leads
• Convert leads

Only 20% of savers correctly identify the £20k ISA limit* - the amount you can save every year, tax efficiently. Let’s chat so you don’t miss out this year.

Just get in touch via my adviser profile [[LINK] or if Instagram: [Link in bio.]]

Tax treatment varies according to individual circumstances and is subject to change.

Stocks and shares ISAs invest in corporate bonds, stocks and shares, and other assets that fluctuate in value.

For ISAs, investors do not pay any personal tax on income or gains, but may pay unrecoverable tax on income from stocks and shares received by the ISA managers.

(Source: *https://inews.co.uk/inews-lifestyle/money/saving-and-banking/savers-missing-tax-free-savings-isa-limit-3042362?srsltid=AfmBOopFhrPoG8kyyhL7LT6RgTy-w3SO0NCVAnkyLrRtOu4unYbOSyZV)

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. November 2024.

#FinancialPlanning101 #SavingMoneyUK #MoneyTipsAndTricks