Howitt Wealth Management Ltd

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Conwy, Wales
Howitt Wealth Management Ltd

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25+ years’ experience • Personal & tailored advice
“Wherever you are in life, we’ll help you plan, grow & protect your financial future”

28/10/2026

New rules could have important implications for how you pass on your business and wealth to the next generation.

Our latest insight explores what these changes could mean for your succession strategy and why reviewing your financial plans is so important.

📰 Read the full article to understand what you need to consider:
https://www.howittwm.co.uk/article/detail/sjpp/business-owners-could-new-pension-and-iht-rules-affect-your-succession-plans

26/10/2026

Financial advice is about more than numbers. It’s about people.

We’re so grateful for this lovely feedback about Andrea, highlighting her expertise, warmth and the trusted relationships she builds with her clients.

We believe the best financial planning starts with understanding you.

26/10/2026

Howitt 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) 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

SJP Approved 26/10/2026

23/10/2026

Because some conversations are better face-to-face.

At Howitt Wealth Management, we believe great financial planning starts with great relationships.

In a world where so much happens online, we still value sitting down together, having a proper chat and taking the time to understand what really matters to you.

21/10/2026

Women-led. Relationship-focused. Here for you.

At Howitt Wealth Management, we’re proud to be a women-led business built on experience, trust and a personal approach to financial planning.

Today, we’re shining a spotlight on Heidi Anderson, our Office Manager & PA.

With 20 years of experience in retail banking before joining in 2016, Heidi plays a vital role in the day-to-day running of our office and supporting Andrea to deliver the high level of service our clients deserve.

For Heidi, one of the most rewarding parts of her role is building trusted relationships with clients and helping make their experience with us as personal and positive as possible.

Because behind every great financial planning relationship is a team that genuinely cares.

20/10/2026

Could your pension be subject to tax twice?

Upcoming changes to inheritance tax rules could have important implications for how your pension is treated when you pass away.

Our latest insight explores the potential impact and why reviewing your pension and estate plans could be an important step in protecting your legacy.

🌐 https://www.howittwm.co.uk/article/detail/sjpp/pensions-and-iht-the-double-tax-trap

15/10/2026

Financial deadlines might not be the most exciting dates in your calendar, but keeping track of them can make a big difference.

From Self Assessment deadlines to the start of a new tax year, these dates can affect your tax position, pension planning, ISA contributions and wider financial plans. Being aware of key dates can help you:

- Avoid missed deadlines and potential penalties
- Make the most of available allowances
- Plan your finances before the end of the tax year
- Give yourself time to review your financial plans
- Make informed decisions about your money

Good financial planning isn’t just about what you do with your money timing matters too.

14/10/2026

It’s a concern many people have, particularly when they’ve spent a lifetime building up their savings, property and other assets. The good news is that there are ways to plan ahead!

Inheritance tax planning, can help you understand what your estate could be worth, what allowances and exemptions may apply, and how your wealth could be passed on to the people who matter most to you. The earlier you start thinking about it, the more options you may have.

At Howitt Wealth Management, we can help you look at the bigger picture and put a plan in place that reflects your wishes and circumstances. Because building your wealth is one thing. Making sure it reaches the people you care about is another.

If inheritance tax is something you’re concerned about, it could be worth reviewing your plans sooner rather than later.

14/10/2026

Welcome to our Howitt Wealth Management page.

We provide tailored financial planning including retirement planning, investment advice, inheritance tax planning, estate planning and protecting your family.

We also support corporate financial planning needs.

Please contact us if you’d like to know more.

13/10/2026

Retirement looks different for everyone.

For some, it’s travelling and making the most of more free time. For others, it’s spending more time with family, pursuing a passion or simply enjoying the freedom that comes with having more choice.
That’s why your financial plan shouldn’t be one-size-fits-all.

At Howitt Wealth Management, we take the time to understand what matters to you and help create a financial plan around your individual goals, circumstances and ambitions.

Because it’s not just about planning for retirement, it’s about planning for the life you want to live.

Address

68 Conway Road Colwyn Bay
Conwy
LL297LD

Telephone

+441492551808

Website

http://howittwm.co.uk/

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