Atherton & Associates Wealth Management Ltd

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. 4 minute read: https://lnkd.in/erC2aGmS

For businesses today, it’s no longer about growth at all costs. In an ever-tougher market environment, you need to focus on improving the elements that make up corporate quality, from efficiency to wider purpose including Environmental Social Governance. https://lnkd.in/eGi9RPRN #businessowners #growth #financialplanning #financialplanningnantwich

We're super proud of our Client Manager Jack Derricutt for taking on this huge challenge next week - abseiling the UK's largest Cathedral 😲 to raise funds for a really worth charity Tom's Trust. If you would like to donate to the cause do click on the link below: https://lnkd.in/eRE3VmiN

Congratulations again to our full team of advisers for achieving their place in the 2024 Guide to Top Rated Financial Advisers, distributed in The Telegraph Jamie Hull FPFS Richard Astbury DipPFS Richard Peddie DipFA Lauren Tudor, Financial Planner

"I find financial planning can be overwhelming, but speaking to Lauren put my mind at ease.” A few years after Claire set up her business, the world came out of lockdown, which made her think about what the future held for her and her family. From a personal perspective, getting financial advice has made a big difference to how Claire feels about her finances – and her future. Discover the relief of invaluable advice: https://lnkd.in/ex9kbNF9 Atherton & Associates Wealth Management Ltd 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 06/09/2024

Snowdon you were amazing (if a teeny bit tricky to ascend!)⛰️ We're now the other side of our challenge and have so far raised a brilliant £695 for the wonderful The Wingate Centre - £95 above our target so we are all pleased as punch! The just giving link is still open however if anyone would like the honour of getting us past the £700 mark 😊 We wouldn't have all made it to the top without a bit of teamwork and support for each other. What we learnt about or team mates during the day... - Amy was built for climbing mountains and could probably do it in her sleep - Jen is a lot fitter than she knew and capable of anything - Anna Bates can cure all ailments by jumping in a lake - Samantha C. has supplies for everyone - queen of jelly tots and lucozade - Emma Adams needs the next mountain we climb to be lined with toilets - Richard Peddie DipFA has aspirations to climb more mountains! (and will pack his sun cream and blister plasters next time) - Jamie Hull FPFS can literally run down a mountain when there is the promise of a pint at the bottom - Paul, our RAW Adventures guide, is a pure legend ⭐ If you're thinking of organising a team building day we highly recommend getting a team together and tackling this. We were incredibly lucky with the weather, the community on the way up is inspiring and the views on the way up from the top are simply stunning. Jonathan Whitby L.ISP - thank you amongst so many others for sponsoring our little team - we will repay the favour when it's your turn.....and are in complete awe of you tackling an additional 2 mountains in the same 48 hour period!! 😱💪 https://lnkd.in/gQf3zsVZ

Professional-services specialists, such as accountants and lawyers, need to know their finances align to the sensitivities of their work. Here’s how the right adviser can help. https://lnkd.in/eQEzRrgB #financialplanning #powerteam Jamie Hull FPFS Lauren Tudor, Financial Planner Richard Astbury DipPFS Richard Peddie DipFA

Today is International Day of Charity - would you like to give a little back? This Saturday our team will be climbing Mount Snowdon with RAW Adventures to raise money for the The Wingate Centre Unfortunately our Client Manager, Jack Derricutt has a recent injury which is taking him out of action. This means we have a spare place in our group - if you would like to take International Charity day by the horns and join our team please contact Emma Adams today! The Wingate is a local centre of excellence for inclusive residential, sport and recreational facilities that allow those with SEND to be active, improve their health, their mental wellbeing and importantly, to grow in confidence. Any donations would also be amazing 👇 https://lnkd.in/e7pxrnbM Jamie Hull FPFS Samantha C. Anna Bates Richard Peddie DipFA Emma Adams

This Saturday, some of our team will setting their alarm clocks for 5am and heading to Snowdon for a big climb with RAW Adventures. They will be joined by the brilliant Anna Bates from Room 11 Coaching 🗣️💭💡who is also lending her support to the cause. If you're in a position to donate in support of the The Wingate Centre to help them to continue the wonderful work that they do for our community then we would all be super grateful 🙏 https://lnkd.in/epJxfKSR #charity #community #teamwork

❓ Are you on track for retirement? ❔ What does a good retirement lifestyle look like for you? ❓ How do you achieve this? Join specialists at St. James’s Place for an insightful discussion on retirement planning. Our guest speakers at this virtual event will share useful insights and their top tips on securing a fulfilling retirement and achieving your lifestyle goals. Discover the key components of a comprehensive retirement plan and how to maximise the effectiveness of these by using multiple income options. 💻 The Value of Advice – Are you on track for retirement? 📅 Thursday 12 September 2024 ⏰ Time: 12:30 – 13:30 📍 Location: Zoom Webinar 🔊 Speakers: Claire Trott & Kerry Drysdale FPFS Sign up to reserve your virtual front row seat today 👇 https://lnkd.in/dTCkh23u #financialplanning #financialgoals #Taxplanning #retirementplanning #retirement #financialplanningnantwich Atherton & Associates Wealth Management Ltd 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) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 23/07/2024