It's Day 8 of our 12 Days of Christmas Magic Moments Series! 🎄

Next up, we are delving into the concept of financial independence and the sacrifices it entails!

Our esteemed guest, Perry Wilson, shares his philosophy that anyone willing to work diligently and make necessary sacrifices can achieve significant wealth. Contrary to quick-rich schemes, he emphasises that reaching financial goals involves hard work, significant personal sacrifices, and the inevitability of time!

By narrating his own journey from taxi driving to financial independence, Perry provides a real-life example of slow but steady wealth accumulation through property investment 🏡

We also scrutinise the role of patience and ego in wealth creation, explaining the importance of delaying gratification and maintaining a long-term vision, even when immediate gains are not visible.

This episode highlights the value of a sustainable lifestyle - refraining from debt-funded luxury for long-term stability and freedom. These insights make for a thought-provoking discussion on the realities of financial success 💰

Did you enjoy this Magic Moment? Click here to listen to the full episode.

Welcome to Day 7 of our 12 Days of Christmas - Magic Moments Edition! 🎄

Join Huw Davies and I as we dive into practical strategies for managing your personal finances. We cover smart spending habits, frugality, and meaningful financial planning. 

We also share insights on questioning and eliminating unnecessary expenses, explore the concept of guilt-free spending and share personal anecdotes about managing finances in everyday scenarios, such as coffee subscriptions and takeout habits ☕️

Learn about implementing a “fun fund” for guilt-free splurges and hear Huw’s transformation from financial struggles to adopting a frugal lifestyle, as well as his personal insights from his 14-month journey without alcohol - highlighting the value of mindful spending.

Discover how these shifts can lead to healthier finances and enriched memories! Tune in to take away actionable insights to start your new year on a financially savvy note 🙌🏻

Did you enjoy this Magic Moment? Click here to listen to the full episode. 

Welcome to Day 6 of your 12 Days of Christmas! We interrupt your Magic Moments to bring you a special Boxing Day episode! 🙌🏻

I’m sharing with you my 24 Tips From 2024! These are all based on my entrepreneurial journey and insights gained over the past year.

Whether your interests lie in business development, personal growth, or achieving financial success, these tips are set to inspire and guide you in preparing for your most successful year yet 🚀

2024 has been a monumental year for myself and for Ultimate FD, filled with hurdles and success stories that shaped my perspective. From scaling the business to improving personal and professional relationships, these lessons highlight the importance of finding your “sweet spot,” maintaining consistency, and fostering growth throughout challenging times.

This episode goes deep into the realities of being an entrepreneur, emphasising candid feedback, the power of recurring revenue, and understanding the core reasons behind your pursuit of being an entrepreneur in the first place 🔥

I discuss both the wins and challenges of entrepreneurship, the need to be comfortable with discomfort, the value of seeking professional help, and the importance of implementing a product stack for profitability.

These insights are tailormade for those aiming to excel in 2025 by honing their skills and refining their business strategies 📈

Do not miss this episode! 🎧

Day 5 of your 12 Days of Christmas Magic Moments is here! 🥳

In this episode we’re talking about transforming your business finances with meticulous accounting.

Our guest, Leon Rothera, shares his journey from feeling overwhelmed to finding clarity with detailed financial reports and real-time insights ⏰

We discuss the importance of meticulously tracking expenses and how small changes can lead to significant profit improvements.

By understanding and influencing specific cost areas, you can very easily can make informed decisions and enhance profitability 💸

Tune in to learn how! 🎧

Did you enjoy this Magic Moment? Click here to listen to the full episode.

Welcome to Day 4 of our 12 Days of Christmas - Magic Moments Edition! 💰

This episode focuses on three crucial questions for future financial success: 

1️⃣ Where are you now?  2️⃣ Where are you going?  3️⃣ How will you get there? 

I’m revealing actionable strategies to transform your business into a financially-driven powerhouse, ensuring your best financial year yet 🤩

Learn how to use real-time financial data to set realistic goals and achieve financial clarity, driving your business forward with confidence! 

Perfect listening for those looking to innovate and excel financially 💸

Did you enjoy this Magic Moment? Click here to listen to the full episode. 

Day 3 of Magic Moments has landed and this is one you don’t want to miss! 🚀

In this moment, alongside Bhupinder Anand, we explore the intricacies of trusts, wills, and life insurance policies.

We dive into the concept of "bloodline planning," a tool for safeguarding generational wealth, and help you understand how trusts function, offering legal and beneficial ownership while shielding assets from divorce, creditors, and taxes 💸

We break down the complex world of estate planning, making it accessible and relevant for anyone looking to protect their family's future.

This episode offers a comprehensive guide to understanding trusts, wills, and their role in financial planning, making it a must-listen for those interested in securing a financial legacy!

Did you enjoy this Magic Moment? Click here to listen to the full episode. 

Welcome to Day 2 of our 12 Days of Christmas - Magic Moments! 🎄🎅🏼

In today’s episode, we’re diving into the world of performance marketing with Ben Smith. 

You’ll discover strategic insights on boosting your business growth by leveraging paid spend alongside organic marketing efforts 🚀

As well as learn the common mistakes small businesses make and how to avoid them - ensuring your advertising spend is actually effective! 

Explore the balance between organic reach and paid strategies, and find out how to craft a compelling message that resonates with your target audience. This Magic Moment is perfect for business owners eager to enhance their market presence strategically 📈

Did you enjoy this Magic Moment? Click here to listen to the full episode. 

🎄 WELCOME TO 12 DAYS OF CHRISTMAS IN THE FORM OF MAGIC MOMENTS! 🎄

Over the next 12 days, we’re sharing with you some of our best moments from the Ultimate FD Podcast. We're doing one of these episodes every single day into the brand new year, so make the most of it 🙌🏻

Tune in, have your short shop 10 minutes of inspiration whilst you're eating your Christmas pies and enjoying the festive break! 🎅🏼

In the first of our 12 Days of Magic Moments, we’re talking CARS.  

From electric vehicles to high-end supercars, discover the financial benefits of purchasing through your limited company, leasing considerations, and the potential of LLPs for luxury models.

Perfect for both lower and higher-rate taxpayers, this episode unlocks the formulas and strategies to maximise your business and personal car investments.

Whether you're eyeing a new electric car or a petrol supercar, tune in to understand the best financial moves to enhance your tax savings. Listen and learn the secrets to savvy car ownership.

Did you enjoy this Magic Moment? Click here to listen to the full episode. 

Welcome to Episode 7 of Magic Moments! ✨

This series comprises shorter form episodes that include top tips, hacks, and wealth building strategies to fundamentally change the way you think and give you the motivation to go and make some change within your life or business. 

These snippets are taken from one of our longer form episodes. We hope that you can take this high value activity, increase your wealth, increase the profit in your business, take something that's actually going to make you more productive, allow you to work less in your business, continue to build wealth and build a business of value 💰

In this week’s Magic Moment we explore the significance of understanding balance sheets - you’ll discover how a well-managed balance sheet, beyond just a focus on income and expenses, can transform your business strategy and wealth building. 

Learn why most entrepreneurs overlook this vital report and how mastering it can offer clearer financial insights and long-term success. 

I share practical tips and insights to help you bridge the gap between accountant jargon and entrepreneurial needs, offering invaluable guidance for achieving financial clarity and boosting your company's value.

Did you enjoy this Magic Moment?  Click here to listen to the full episode

UNLOCK YOUR SWEET SPOT! 🍬🚀

This is how you have a record-breaking 2025 💥

If you're ready to make 2025 your most financially successful year yet, this episode is a must-listen.

Most entrepreneurs never uncover the key to scaling sustainably - and less than 1% truly understand and implement this in their businesses.

It all comes down to identifying your sweet spot 👇🏻

What’s that? It’s a business: 

➡️ That's high margin and pays you handsomely

➡️ That clients love and keep coming back to

➡️ That has director leverage, allowing you to work on it when and how you choose

This isn’t about just building a business - it’s about designing a bulletproof business model. Your sweet spot is where everything aligns, and in this episode, I’m breaking it all down for you:

1️⃣ The three critical elements of your sweet spot

2️⃣ The four parts and places where you might currently be

3️⃣ The one target you need to focus on to move into this magical space

When you find and optimise your sweet spot, everything changes. You’ll work less, earn more, and create a business that enriches both your life and your finances 🙌🏻

Tune in now to learn how to step into your sweet spot and make 2025 the year everything works for you. Let’s dive in! 🎧