James Barnett Wealth Management

James Barnett Wealth Management Partner Practice of St. James's Place Wealth Management. Providing tailored financial advice to indi

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11/11/2022

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Did you know there could be nearly £27 billion in lost and forgotten pension savings!!As part of we’re encouraging peo...
30/10/2022

Did you know there could be nearly ÂŁ27 billion in lost and forgotten pension savings!!

As part of we’re encouraging people to make the most of the extra hour of daylight and see if they can find those old lost pension pots!

Lost pots could make all the difference in funding your retirement.

If you need help tracing down yours, just ask!

24/10/2022

"Procrastination is the thief of time, collar him" - Charles Dickens

Some to start your Monday with. Have a great week!!

We're all guilty of putting things off - the pile of washing, the dishes, starting the new exercise programme. And for m...
23/09/2022

We're all guilty of putting things off - the pile of washing, the dishes, starting the new exercise programme. And for many, just the idea of just getting started is the hardest part.

Anyone can start doing a form of exercise for one minute, read one page of a book, or put one item of clothing away. And this is a powerful strategy because once you’ve started doing the right thing, it is much easier to continue doing it.

A habit should not feel like a challenge.

When it comes to your finances, doing something is better than doing nothing, whether you plan to manage them yourself or speak with a financial adviser for them to guide you through your life journey.

We find that the simple act of booking regular review meetings with my clients gets them thinking about their finances more often and forces the habit to come naturally. That way when we meet they already have their updated goals, aspirations and requirements at the ready.

Presenting: ‘Becoming a Client – What’s in it for me?’Thursday 13 October 2022Morning Session 10.00 – 11.00 | Evening Se...
20/09/2022

Presenting: ‘Becoming a Client – What’s in it for me?’

Thursday 13 October 2022

Morning Session 10.00 – 11.00 | Evening Session 18.00 – 19.00

Join us for a lively and engaging webinar with our Wealth Management Consultant Dan Looney as he explains why St. James’s Place is the best place to create your long-term financial security.

Dan will cover:

- The basics of investing and what sets us apart.
- The value of a St. James’s Place Partner and their regular ongoing advice.
- How to achieve financial wellbeing.
- Our responsible business and sustainable investing.

St. James’s Place can give you the confidence to create the future you want. Find out how by registering for one of our sessions below:

https://sjp-co-uk.zoom.us/webinar/register/WN_NxeZRS63Sg2xqiXHj-0TrA

Our privacy notice is available on our website which informs you how to opt out if you do not wish to receive any further marketing communications from us.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.

James Barnett 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) The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives

What is of value to one person may not be to another, for example, some people simply value growth on money...Whereas ot...
16/09/2022

What is of value to one person may not be to another, for example, some people simply value growth on money...

Whereas others value the fact they have their full financial affairs in order, meaning they worry less and have more time to do things they like to do.

To make a realistic financial plan that includes what you value most, you need real financial goals. This may be your net-worth figure being as high as it can possibly be, or it might simply be knowing you have enough to see you through your retirement years.

Have a think about what you'd value most when making a financial plan and let me know in the comments ⬇

Don't necessarily always just think about the money, think about what the money is going to be the catalyst for.- Time w...
31/08/2022

Don't necessarily always just think about the money, think about what the money is going to be the catalyst for.

- Time with the family 👨‍👩‍👧‍👦

- Retire early 🏖

- Gifting for your children's first home 🏡

- Making the world a better place to live ♻️

Your goals and aspirations are unique to you. Let them be your driver.

The temptation to wait until the end of the tax year (5th April 2023) to check you’re using your various allowances is o...
22/08/2022

The temptation to wait until the end of the tax year (5th April 2023) to check you’re using your various allowances is one that should be resisted.

Taking time to review your tax allowances during the tax year can prevent last-minute panic and ensure that opportunities aren’t missed.

If you’ve ever left it as late as possible to meet a deadline, you’ll know what it feels like. You likely felt anxious and stressed, before experiencing the relief of (hopefully) getting your job done in time.

Waiting until the last minute can easily become a habit – but it can also come with a cost where financial deadlines are concerned.

Through our in-house analysts, we engage in frequent dialogue with fund managers on decisions they’ve made and how ESG f...
15/08/2022

Through our in-house analysts, we engage in frequent dialogue with fund managers on decisions they’ve made and how ESG factors were considered.

In 2020, we set a minimum requirement that all of our fund managers must be signatories of the United Nations-supported Principles for Responsible Investment (PRI).

The PRI is the industry standard for assessing a firm’s overall approach to responsible investment, and signatories are assessed and scored on their approach.

This allows us to push for change on a global scale.

10/08/2022

As we live longer, planning for 100-year lifetimes could become crucial in helping to secure financial wellbeing in a world worth living in. We recognise that everyone’s financial journey is different, that is why our approach to financial and investment planning is based on individual goals.

To understand these goals and help provide peace of mind throughout your life we work with you in three phases:

PLAN
DESIGN
REVIEW

Have a read ⬇️



The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

As a qualified financial adviser, I offer regulated investments; these are regulated by the Financial Conduct Authority ...
09/08/2022

As a qualified financial adviser, I offer regulated investments; these are regulated by the Financial Conduct Authority (FCA) and are covered by the Financial Services Compensation Scheme (FSCS).

The purpose of the FSCS is if things go badly wrong, say an adviser runs off with someone's money or a provider goes into liquidation, then the investor will be compensated by the FSCS.

An unregulated investment may be things like Cryptoassetts (a current hot topic), burial plots, overseas boat mooring, airport car parking spaces, and the list goes on.

As these are not regulated by the FCA or covered by the FSCS, they don't have such a soft landing if they all go wrong.

It's therefore essential to do your homework when considering putting your money in an unregulated investment scheme.

Research highlighted by the FCA in 2019 indicated that 42% of pension savers could be at risk of falling victim to one or more of the common tactics used by pension scammers.

Don't become a stat, do your homework.

Here is a good article from New Thinking Magazine that explains the growing issue UK investors face - https://www.new-thinking.online/business/the-rise-of-unregulated-investments-in-the-uk



The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

One of the most common things that financial advisers are asked by potential clients is: can you pick the next big stock...
01/08/2022

One of the most common things that financial advisers are asked by potential clients is: can you pick the next big stock or fund?

Or they may enquire how they should invest a specific lump sum to achieve the best returns.

However, a good financial adviser will always respond to such questions with the words:
“It depends.”

Although getting the investment ‘right’ is important, it is only a small part of the adviser’s role and the value that they bring.

There are five specific ways that advice can deliver financial benefits. Have a read ➡️➡️➡️➡️➡️



The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.

Address

James Barnett Wealth Management, St. James's Place House
Borehamwood
WD61GS

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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