1894 Private Wealth

The advice relationship. Building trust with your financial adviser goes beyond managing numbers—it’s about creating a partnership that provides guidance throughout your life’s biggest moments. Chapter 3 of The Real Life Advice Report, commissioned by St. James’s Place, and carried out by Opinium reveals how deep, long-term relationships with advisers help clients navigate key financial decisions and plan for the future: https://lnkd.in/eksV9riJ 1894 Private Wealth 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). SJP Approved 21/10/24   #RealLifeAdvice

Understanding what the Autumn Budget means for you. Rachel Reeves has delivered her first Budget as Chancellor, and the first Labour Budget in 14 years. It brings some clarity and certainty following many weeks of speculation. The Government has had to balance a challenging fiscal situation with a plan to invest for the future and for growth. The Chancellor has increased taxes by a record £40bn and increased borrowing to £127bn for this tax year. Alongside the headline changes to minimum wage, fuel duty and increased spending for public services there were several changes that may affect you. Read our full budget breakdown - https://lnkd.in/eQqA5C9A #AutumnBudget2024

The St. James’s Place Real Life Advice Report, carried out by Opinium, surveyed just under 12,000 individuals across the UK between May and August 2024 to explore the impact of financial advice and guidance. Chapter 2, now available, focuses on the key life triggers that prompt people to seek financial advice. At 35-54, people are often driven by milestones like career growth, saving for their children's education, or planning for retirement. As their savings and investments grow, many seek advice to ensure their long-term goals remain on track. The findings highlight the value of financial advice in navigating these transitions and safeguarding future financial security. Take a look and let me know your thoughts! https://lnkd.in/eHHmgVCq Opinium surveyed just under 12,000 UK adults nationwide in two polls between May and August 2024. Quantative data referenced is sourced from the first poll which had a total sample of 7,995 respondents. Survey included 2,654 of those aged 35-54. 1894 Private Wealth 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). SJP Approved 2/10/24 #RealLifeAdvice

The St. James’s Place Real Life Advice Report carried out by Opinium surveyed just under 12,000 individuals across the UK between May and August 2024 to understand how financial advice and guidance of all forms impacts individuals and families across the UK. The first chapter, released today, provides a snapshot of the real-life impact of financial advice & guidance in the UK. The results underscore the importance of financial advice in boosting mental wellbeing, quality of life, and our ability to achieve goals and handle life’s hurdles, regardless of our circumstances. They highlight the perceived barriers to receiving advice and stress the importance of breaking down these barriers to support our financial health as individuals and as a nation. Take a look and let me know your thoughts! https://lnkd.in/eRDj-YND 1894 Private Wealth 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). SJP Approved 10/09/24 #RealLifeAdvice

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🎉 50 Reviews with a Five-Star rating! Grateful for all the feedback and support from my clients and network. Thank you to everyone who took the time to leave a review - it’s great to see our work making an impact. Onward and upward! #ClientFeedback #Milestone #ThankYou

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Growth versus quality is a critical concept for entrepreneurs as they look to secure funding, build long-term value or prepare for an eventual sale. But what does it mean? Read our full article via our website: https://lnkd.in/dtgzSTj3 #BusinessOwners #FinancialPlanning

What's the real-life value of financial advice? SJP's largest consumer survey, the Real Life Advice Report carried out by Opinium, examines the UK population's relationship with financial advice. The findings clearly show that financial advice can – and does – transform lives. But the report also highlights the perceived barriers that hold back more than half the population from seeking advice. #financialplanning #financialadvice

Last week’s market update in 7 mins: https:https://lnkd.in/eBZ_-_Pa 💼 A slight drop in unemployment rate will have come as some relief for US policy makers last week, although this would be balanced out by slightly weaker payroll data and a move higher in wage growth. 📊 Investors in the UK market also have some notable pieces of information to keep an eye on in the coming months. The Bank of England’s (BoE) Monetary Policy Committee is due to meet next week to discuss interest rates. #Markets #InterestRates