Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. We advise clients of different backgrounds and ages specialising in providing high-quality personal advice on many aspects of wealth management including: • Investment planning designed to help grow your wealth and protect against inflation • Retirement planning to give you the help you need to make the most of your retirement opportunities • Protection planning that helps you and your family understand the complexities of estate protection and various tax processes • Corporate financial planning. We assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit planning Financial advice is tailored to meet the unique requirements of individual and corporate clients. We take time to get to know our clients before making recommendations, which explains why many of our clients come from personal recommendations. We would welcome the opportunity to explore how we can work together to improve or enhance your financial situation. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested. Jones Regan Wealth Management 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' Place Representatives. SJP Approved 22/08/2024
External link for Jones Regan Wealth Management Ltd
Newlands Estate
315 Chorley New Road
Bolton, England BL1 5BP, GB
Manchester, GB
Jones Regan Wealth Management Ltd reposted this
Our Head of Economic Research, Hetal Mehta recently joined Reuters News Agency to talk about why the Fed decide to cut rates aggressively in their #MacroMatters show. Watch it here: https://lnkd.in/eZxMhzcQ
Thanks Reuters News Agency for having me on the new #MacroMatters show. Click on the link 👇🏽to see my post-#Fed and post-#BoE reaction. #centralbanks #macro #economics https://lnkd.in/e4pAJQew St. James’s Place
Jones Regan Wealth Management Ltd reposted this
With the Budget just over a month away, we look at some of the potential changes being speculated about: https://ow.ly/9ng550TrvhG #Business #Budget
Jones Regan Wealth Management Ltd reposted this
Energy prices look set to rise again, and there may be tax rises on the horizon too. If the going gets tough this Autumn, the smart move is to seek financial advice. https://ow.ly/9cbe50TpMT1 #InvestmentPlanning
Jones Regan Wealth Management Ltd reposted this
It's Pension Awareness Week and we're breaking down 3 common questions: 1️⃣ What is a pension? 2️⃣ How can you start planning for retirement today? 3️⃣ How much would you need to retire comfortably? Swipe along to find out. #RetirementPlanning #PensionAwarenessWeek
Jones Regan Wealth Management Ltd reposted this
Last week’s market update in 7 mins: https://ow.ly/1pfa50ToS60 💼 US and European stocks staged a comeback from their losing streak as buyers snapped up bargains at the beginning of the week. 📊 A mixed start to the week saw Asian markets suffer further fall out from the previous week’s US job numbers. #Markets #InterestRates
Jones Regan Wealth Management Ltd reposted this
It's Pension Awareness Week and we're breaking down 3 common questions: 1️⃣ What is a pension? 2️⃣ How can you start planning for retirement today? 3️⃣ How much would you need to retire comfortably? Swipe along to find out. #RetirementPlanning #PensionAwarenessWeek
Interesting Friday afternoon reading! Accountants, lawyers and other professional-services specialists need high-quality financial advice, just like their peers in other disciplines. But that advice may need to incorporate an extra dimension, as the financial decisions you make must not be allowed to compromise your professional integrity. To read more, follow the link below to our website and read the full article. https://lnkd.in/e8a_WsVU
Essential financial habits for business owners After your early-stage business has made some sales, it’s tempting to look at your bank balance and think you’re in a great position. However, even with healthy customer numbers and revenue, in a small and growing enterprise, things can get bumpy quickly if you don’t implement sound financial management measures. Read more about this over on our website using the link below: https://lnkd.in/eseQi_u6
Jones Regan Wealth Management Ltd reposted this
How often do you check your phone? For most of us the answer is probably more than we care to admit. But what about your investment portfolio? Checking the value of your investments or retirement portfolio daily or even weekly may increase the temptation to make decisions that could impact whether you achieve your long-term financial goals. In this video, our Director of Research at SJP, Joe Wiggins, explains the perils and pitfalls of loss aversion. #LossAversion #Bias #Behaviour
Did you know we share news from the markets weekly on our website? It's called WeekWatch and can be found in the 'News' and 'Insights' sections, along with some other really useful articles. https://lnkd.in/eF6tq2KM