Glenstone Wealth Management

28/07/2026

27/07/2026

09/07/2026

New ISA rules are on the way.

From 2027, interest on cash held within stocks and shares ISAs will face a new charge, while a new first‑time buyer ISA is also being introduced.

👉 This article breaks down the changes in a clear and simple way: https://ow.ly/cUJ150Zk4i7

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 03/07/2026

09/07/2026

With pension changes on the horizon and higher gilt yields boosting rates, more retirees are considering annuities, guaranteed income products.

But they're not a silver bullet - as part of a blended approach, they can offer a balance between certainty and flexibility.

💡Ou article explores what annuities are, your options and the benefit of a blended approach: https://ow.ly/oLBZ50ZlrkE

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 02/07/26

18/04/2025

I would like to take this opportunity to express my sincere gratitude to all my clients for their trust and support. Your business is immensely important to me, and I am genuinely appreciative. Wishing you a joyous and festive Easter holiday! Our services will recommence on Tuesday, April 22nd.

14/04/2025

Managing finances can feel overwhelming.

With so much information out there, it’s common to feel lost or confused.

What if you miss a crucial detail that could make a difference?

This uncertainty often leads to anxiety about making the right decisions.

That’s where tailored financial advice comes into play.

Personalised advice isn’t just about crunching numbers; it creates clarity.

You gain confidence when you have a strategy designed specifically for your circumstances—like your financial goals, risk tolerance, and unique aspirations.

Let’s say you’re a young professional keen on buying your first home.

A financial planner can help you develop a clear path to that goal, considering not just your current budget but also your future ambitions.

They guide you in setting up savings plans, understanding mortgage options, and preparing for potential interest rate changes.

This thoughtful approach doesn’t just help you buy a home; it empowers you.

Suddenly, you’re equipped with knowledge and options you didn’t even know existed.

It’s about taking charge of your financial future.

At Glenstone Wealth Management, we support clients in navigating their way through complex financial landscapes.

When you have a plan that speaks to your life, you no longer feel like you’re drowning in decisions.

You feel grounded, assured, and ready to take that next step.

Many of our clients have found success in their journeys thanks to this customised support.

Let’s remember that your financial journey is personal and deserves a dedicated approach.

14/04/2025

The ongoing fallout from the US Tariffs introduced on Liberation Day continued to dominate markets last week.

Matters weren’t helped by a swirl of tariff rumours, pauses and changes that seemed to shift daily.

Initial rumours spread late Monday that all tariffs would be paused for 90 days. However, this was soon dismissed by the US administration. By Wednesday, it emerged that President Trump would reduce higher tariffs on several countries down to 10%, effective immediately, for 90 days.

Read more: https://www.glenstonewealth.co.uk/article/detail/sjpp/weekwatch-14-04-2025

11/04/2025

Ever feel like you’re drowning in financial decisions? You’re not alone. Many of my clients come to me overwhelmed by the sheer volume of choices and the pressure to get it right. It’s not just about numbers—it’s about your peace of mind.

One client recently shared, ‘I never realised how much my financial stress was affecting my overall happiness.’ She wasn’t alone in assuming that managing finances meant sacrificing personal joy. The reality is far different.

The misconception? Many believe that accumulating wealth is the goal. But truly, it’s about feeling secure and confident about the future. Too often, people chase numbers, thinking success comes solely from financial achievements. But what actually matters is this: understanding your unique goals and aligning your financial decisions with them.

Here’s how tailored advice makes a difference → it provides clarity and reassurance, it helps unlock your potential, and it frees you up to focus on what truly matters—enjoying life.

When you feel in control of your finances, it spills over into other areas of your life. You’re more present, more engaged, and more able to embrace opportunities as they arise. It’s an incredible feeling to know you’re on the right path.

Ultimately, financial planning isn’t just about achieving milestones; it’s about building a life where you feel empowered and secure. What does financial confidence mean to you?

08/04/2025

Global markets were left reeling last week, as the US introduced near-blanket tariffs across trading partners.

Speaking on Wednesday, President Trump announced a minimum tariff of 10% on nearly every country, including the UK.

Other countries received substantially harsher terms. For example, imports from EU countries will face 20% tariffs, while those from Japan will face 24%. Chinese imports, meanwhile, will receive an additional 34% tariff on top of the 20% they already face.

Read more: https://www.glenstonewealth.co.uk/article/detail/sjpp/weekwatch-07-04-2025