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

High House Wealth Management Ltd

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High House Wealth Management Ltd

Pension, investment, inheritance tax and long term care planning advice. High House Wealth Management

23/04/2026

The brilliant Julie from Secure Inheritance is running a complimentary 1.5-hour seminar focused on protecting your family’s future Inheritance with the ‘Right’ will and professional Planning.

It's taking place in Bromsgrove this evening.....there are still spaces but numbers are limited and allocated on a first come, first served.

I may see you there too!

17/04/2026

We’ve created a summary of the key tax changes for the 2026/27 tax year to help individuals and businesses with their tax planning.

Read more here: https://www.houlcroftpartners.co.uk/article/detail/sjpp/new-tax-year-round-up-of-rate-and-allowance-changes.html

16/04/2026

Trusts are increasingly used in the UK as a strategy to manage inheritance tax (IHT) liabilities, especially with upcoming changes to IHT rules set to affect pensions. We look at how they work in estate planning.

Read more here:
https://www.highhousewealth.co.uk/article/detail/sjpp/can-a-trust-help-protect-your-estate.html

13/04/2026

As the new tax year begins, many business owners are using the quieter spring weeks to reset, refocus and plan.

With several bank holidays ahead, now’s the ideal time to pause, reflect and set the tone for the year to come. Here are 10 practical tips to help you start strong.

Read more here: www.highhousewealth.co.uk/article/detail/sjpp/ten-tips-for-business-owners-heading-into-the-new-financial-year.html

05/04/2026

So proud that I've appeared in the VouchedFor Top Rated Adviser guide published by The Times every year since 2022 - thanks to all my clients who have supported me in achieving this by leaving a review for me - it really is appreciated.

You can read them here: https://www.vouchedfor.co.uk/financial-advisor-ifa/bromsgrove/031367-simon-baldwin

20/03/2026

Really proud to be named a VouchedFor 2026 Top Rated Adviser. This is based on feedback from my clients, so a genuine thank you to everyone who has supported me. https://www.vouchedfor.co.uk/financial-advisor-ifa/bromsgrove/031367-simon-baldwin

You can find the Guide in The Times this Saturday.

20/02/2026

Peace of mind is priceless. Ongoing financial advice offers reassurance and guidance amid the noise of difficult decisions—so you can feel confident about the choices you make for your future.

Advice brings confidence and peace of mind: https://www.highhousewealth.co.uk/value-of-financial-advice

High House 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).

SJP Approved 14/1/2026

17/02/2026

You know what they say about the early bird?

A strong tomorrow starts with building good habits today - and with the tax year coming to a close, now's the time to act.

Making use of your ISA allowance, reviewing your retirement planning, and taking advantage of available tax reliefs can all help you make the most of this year's opportunities.

The clock is ticking. Don't leave it too late - make year-end tax planning part of your financial tradition. Contact me today: https://www.highhousewealth.co.uk/contact

The value of your investment can go down as well as up. You could get back less than you invested.

Taxation rules can change at any time and are dependent on individual circumstances.

High House 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.

SJP Approved 17/02/2026

10/02/2026

Is your money working as hard as you do?

Good financial habits, like making the most of your annual tax reliefs and allowances help ensure your effort brings greater reward.

As we approach tax year-end, now is the perfect time to check in on your financial fitness.

Join us on Thursday 12 February 2026, 12:30 –13:30, for our live webinar: ✨Ready for Tax Year-End?

Hosted by Iain McLeod, with expert insights from:
🔹Niki Patel – Tax and Trust Specialist
🔹Claire Trott – Retirement & Holistic Planning Specialist

You’ll learn:
✔️ How to complete your year-end tax checklist with confidence
✔️Tax-saving opportunities tailored to you
✔️How to maximise reliefs and allowances
✔️Key inheritance tax considerations
✔️Practical steps to strengthen your financial wellbeing

Start building strong financial habits today, your future self will thank you.

Save your spot now:
Register here https://sjp-co-uk.zoom.us/webinar/register/9717611376298/WN_2iWAG4LFSBSoxtfXwCZTnA #/registration

Taxation rules can change at any time and are dependent on individual circumstances.

Trusts are not regulated by the Financial Conduct Authority.

St. James’s Place Representatives represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

SJP Approved 19/12/2025

06/02/2026

Your future deserves more than guesswork. Ongoing advice helps you define your goals, set timelines, and make your money work harder for what matters most.

Advice helps you build a plan with purpose: https://www.highhousewealth.co.uk/value-of-financial-advice

High House 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).

SJP Approved 14/1/2026

Address

Stourbridge Road, Fairfield
Bromsgrove
B619NQ

Opening Hours

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

Website

http://www.highhousewealth.co.uk/

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