Atherton & Associates Wealth Management Ltd

If you want to understand more about how the changes announced in the Budget may impact you and your finances, contact us today.   Atherton & Associates Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management pls (which is authorised and regulated by the Financial Conduct Authority).   SJP Approved 23/10/2024   #AutumnBudget Lauren Tudor, Financial Planner Richard Astbury DipPFS Richard Peddie DipFA Jamie Hull FPFS

Financial advice is a matter of trust and understanding, as much as money Click on the link below for Chapter 3 of SJP's Real Life Advice Report conducted by Opinium on behalf of St. James’s Place.* The Advice Relationship confirms that consumers value a trusted, longstanding relationship with their adviser above all else.  https://lnkd.in/eu9Ak_bp *The Real Life Advice Report was commissioned by St. James's Place. Opinium surveyed 12,000 UK adults 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 those aged 18-34 (1,940), aged 35-54 (2,654) & aged 55 and over (3,401). Richard Peddie DipFA Richard Astbury DipPFS Lauren Tudor, Financial Planner Jamie Hull FPFS

🚨 Don't let the new budget catch you off guard! 🚨 New government, new rules. What does it mean for YOUR money? Join this webinar where we break it all down so you can make informed decisions in your personal and professional life. Post Budget Financial Planning Insights 🗓️ Friday 01 November ⏰12:30 to 13:30 🔗 Registration link in comments below Topics covered: 📈  Economy shifts 💼 Tax updates 👵 Pension changes 💡 Smart money moves #Financialplanning #Budget2024 #Autumnbudget #Pensions #Taxes #Financialfreedom The value of your investment can go down as well as up. You could get back less than you invested. 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 27/08/2024 Richard Astbury DipPFS Lauren Tudor, Financial Planner Richard Peddie DipFA Jamie Hull FPFS

Happy birthday to you Lauren Tudor, Financial Planner 🍾🥳🎉🥂 Enjoy a well earned weekend of celebrations with your lovely family and friends

Our team are really looking forward to supporting The Genie's Wish at this event next Saturday at the stunning Carden Park Hotel There are still a few places left so drop Martin Neal a line 👇

If you're already thinking about how the Budget may impact you and your finances, we're here to help. Contact us today. https://lnkd.in/dgVj2md 01270 624164 Atherton & Associates Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management pls (which is authorised and regulated by the Financial Conduct Authority).   SJP Approved 10/10/2024   #AutumnBudget

The VouchedFor reviews keep coming in. We're really grateful when clients give their time to write a review and in turn we evaluate all feedback in detail to ensure our advisers provide a consistent service. Richard Astbury DipPFS #vouchedfor #toprated #clientreviews

What can you expect from the Autumn Budget? The full impact of any changes is still unclear, and unless there are major leaks beforehand, we won't know the specifics until Budget Day on 30th October, but if over the coming weeks you have any questions or concerns, please get in touch. 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 30/09/2024 #AutumnBudget

As a personal-injury and medical-negligence lawyer, it’s important to know how an expert financial adviser can help claimants, offering additional emotional support as well as guidance on making the most of a settlement 4 minute read..... #valueofadvice #takecontrol #financialplanning

Thanks for all of your support in 2024 💫 Our last event of the year last night went with a bang. Thanks again to all of the brilliant business owners below for coming along and bringing your experience, knowledge, humour and warmth. Here's a reminder of the people in the room and the fabulous services they offer: Financial Services & Co-Hosts Lauren Tudor, Financial Planner, Jamie Hull FPFS Emma Adams - Atherton & Associates Wealth Management Ltd Accountancy & Co-Hosts Ben Edwards and Chris McEnaney FCCA - Afford Bond Chartered Accountants Employment Law & Co-Hosts Kevin Taylor-Murphy - Employment Law Solutions Furniture Will Evans - KnightStor Office Furniture - thanks for the insightful interview Nick Lightowler - Mia Stanza Contemporary Furniture Shop Sports Coaching, Education, Events & Management Adam Beasley - NAR Kollective Business Coaching & Consulting Graham Jackson -The Nucleus Coach and Consulting Anna Bates - Room 11 Coaching Jonathan Whitby L.ISP - Sales Geek Cheshire East & North Staffordshire - Outsourced Sales Director service and Sales training Hospitality Michelle Haylock - Barscapades - Organising and marketing events for the hospitality industry Nicholas J Wadeson and Sheena Penkeyman - Three Wrens Distillery and the host of last night's event at the Nest - serving the best gin (and rum!) Communications Simon Bade - Envision Communications Group - I love how studious you are in this pic 😊😊 Industrial Supplies Gareth Allport - Adept Industrial Supplies Marketing & Events Claire Smith - Evolve Together Charity Tammi McClure - The Wingate Centre Photography Alex Thurston - Headshot and Branding Photographer We missed you.... Adam S. - Intellect Communications Amy Danby - CoachHouseForge Richy Thrower - Motion Focus Media - Get well soon and thank you for sending the wonderful Paynton in your place 🎥 Please all feel free to add more detail about your respective businesses into the comments (and correct Emma Adams if any of the above should be tweaked!) Thank you again and see you all soon from the Nantwich Business Owners Club team 👋 #businessowners #community #nantwich #nantwichlife