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Why it’s time to start talking long-term care with your family

Why it’s time to start talking long-term care with your family

by Stuart Rothwell | Apr 3, 2025 | Community, Family, Planning, Social care, St. James’s Place News

Feeling financially and emotionally responsible for the welfare of both children and parents can feel like being caught between a rock and a hard place. Financial advice can be invaluable in finding the best, and most affordable solutions to long-term care for those...
Silver linings in the Spring Statement?

Silver linings in the Spring Statement?

by Stuart Rothwell | Mar 28, 2025 | Assets, Budget, Economy, Estate Planning, Featured Liberty news, Planning, St. James’s Place News

UK economic growth prospects may look anaemic but there were glimmers of positivity in the government’s Spring Statement. Although the Office for Budget Responsibility (OBR) downgraded expected growth from 2% to 1% for this year, it had glimmers of positive news...
Protect your loved ones with tax-efficient planning

Protect your loved ones with tax-efficient planning

by Stuart Rothwell | Mar 27, 2025 | Assets, Estate Planning, Planning, St. James’s Place News, Tax

Nobody can predict your future, but that doesn’t mean you can’t prepare for it. Protecting your family and your assets brings reassurance that, whatever happens, everything you care about is properly safeguarded. We can all see the logic in financial protection. In...
Investing in small companies: making a big difference?

Investing in small companies: making a big difference?

by Stuart Rothwell | Mar 21, 2025 | Assets, Economy, Growing, Investments, Planning, St. James’s Place News

Smaller companies can be more volatile than large companies but may have higher potential for growth. After years of underperformance, there are attractive valuations within the asset class. Smaller companies are often used as a layer of diversification by investors....
Is it too late to start saving for retirement at 60?

Is it too late to start saving for retirement at 60?

by Stuart Rothwell | Mar 20, 2025 | Estate Planning, Pensions, Planning, Preserving, Retirement, St. James’s Place News

‘When can I afford to stop working?’ It’s the question most of us start asking ourselves, when we reach our fifties or sixties. There are now more families with several generations in retirement than ever before – making the need for financial planning even greater....
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The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Liberty Wealth Management Ltd, Registered in England, Company Number: 3783537, Registered Office: 47b High Street, Ongar, Essex CM5 9DT.

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Integrity. Excellence. Trust.

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Liberty Wealth Management Ltd, Registered in England, Company Number: 3783537, Registered Office: 47b High Street, Ongar, Essex CM5 9DT.

SJP approved as at 12/1/26

© Liberty Wealth Management Ltd

Legal Privacy policy FAQs Site map

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