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Cathy Brennan

@resourcefulplanner

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Financial Adviser | Independent | Financial Coach | Money Mentor | Speaker | Financial decisions are the cornerstone to making any change in life.

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Saturday morning, stroll to join the John Toal show. Met the lovely Zannah 📸 beautiful name, beautiful woman. Listen at 11.40 https://www.bbc.co.uk/sounds/play/live/bbc_radio_ulster?partner=uk.co.bbc&origin=share-mobile by @resourcefulplanner

#MondayMoneyMotivator Don't leave your finances to chance. Financial success is about the work you put in to it. Those daily, weekly, monthly habits. Getting perspective and making sure you're on track each year with your financial plan. Luck is where preparation meets opportunity (Seneca) ✨️ What's holding you back from getting started? (Cathy) by @resourcefulplanner

Wondering, procrastinating, and wanting to build tech for good, with impact - a real life solution?

Get your application in by 12 noon tomorrow - 30 Oct 26!

https://intertradeireland.com/entrepreneurship/womens-entrepreneurship/webuild

#Women #Founder #Ireland by @resourcefulplanner

You don't need every line of the Budget. You need to know which lines are yours to: make sense of, prioritise and act on. This should not be underestimated.

The challenge of making sense of it for you, your family and all of your financial futures.

That's what I do as an IFA - Independent Financial Adviser. As a financial coach and money mentor, I turn the noise into your financial plan. One that is as unique as you are - your financial journey.

#FinancialEducation #Budget #NotAdvice by @resourcefulplanner

@techfoundher WeBuild cohort 3 #belfast residential hosted by @microsoft and served by @thebedfordhotelbelfast

#Learn #Laugh #Build by @resourcefulplanner

Being prepared isn't boring.

Prepare for the worst and hope for the best is my motto.

It helps friends and family who you trust wholeheartedly to carry-out your wishes if you become unwell, incapable or when you are no longer here.

Having difficult conversations prevents heartache at a time when your friends and family don't know how to support you or carry-out your wishes.

This planning is a must but for #SEN families it is ESSENTIAL.

#Attorney #Trustee #Executor by @resourcefulplanner

Do you find pensions confusing?

A question came in to my soapbox

"I paid into my private pension before I had my kids then stopped. It has never increased [in value]"

My video explains the action you can take

Reviewing your pension is one of the most impactful step you can take

This is not financial or tax advice - it's educational

#pension #review #act by @resourcefulplanner

What will you rely on when you can't or no longer want to work?

A pension can be really impactful and I am trying to make them less confusing.

This is not financial or tax advice - it's educational.

#pension #why #longterm by @resourcefulplanner

Every decision we make has a financial consequence.

I believe if we know the options available and consequences of the decisions, we make better financial decisions.

Women (and men) who take maternity, paternity and carers leave face pay, pension and investment gaps.

For some this is a huge penalty and cost on your financial life.

#Pay #Pension #Gaps by @resourcefulplanner

Who wakes up and thinks I must ask a savvy friend for a recommendation for a coach-led award-winning Independent Financial Adviser?

Said nobody ever.

Let alone the risk of taking action based on unregulated advice from #finfluencers on socials.

This is why I attended workshops and a conference to Raise My Visibility.

#Video #WomanInFinance by @resourcefulplanner

Why do I want to raise my visibility?

The value of financial planning is often only fully appreciated after someone experiences the benefits.

People know they should be doing more with their money, but they're unsure where to start, what help they need, or who they can trust.

By raising my visibility, I can reach more people before financial uncertainty becomes financial stress.

I provide Independent Financial Advice for those who want professional expertise and a tailored financial plan.

I offer financial education, financial coaching, and money mentoring for those who want to improve their financial knowledge, confidence, and decision-making skills.

Why offer two distinct and separate services?

Not everyone needs, wants, or is ready for the same level of support.

My approach is inclusive, not exclusive.

Some prefer a 'Done For You' service, where I help build and implement a financial strategy.

Others prefer a 'Do It Yourself' approach, where they gain the knowledge, tools, and confidence to make informed financial decisions for themselves.

By offering both services separately, I can support you wherever you are on your financial journey. This suits YOUR needs, goals, and circumstances.

Different paths. Same purpose.

Helping you make better financial decisions with clarity and confidence.

#Workshop #Conference #NewConnections by @resourcefulplanner

Calling all parent carer and grandparents of a child or adult who has a special educational need or disability in #northernireland

Join my online talk at 7:45 PM tonight (Monday 28th September) to consider your families unique needs and how best to provide for and protect your loved one.

This conversation will be educational. No financial, investment, tax or legal advice will be given.

DM or email cathy@resourcefulplanner.co.uk to receive the online meeting invitation.

Can't make it along tonight? Drop me an email to register your interest in attending another online talk.

#SEN #ParentCarer #NI by @resourcefulplanner