Hogarth Wealth Management Ltd

Hogarth Wealth Management Ltd We help you achieve your financial dreams and goals through a personal and trustworthy approach

Happy Mothers Day,  the world's best mam for our two boys. We are so very lucky to have you. Hope you have a lovely day ...
30/03/2025

Happy Mothers Day, the world's best mam for our two boys. We are so very lucky to have you. Hope you have a lovely day x

Myth-busting financial adviceWhen it comes to managing finances, everyone has a perspective –whether it’s on building a ...
04/03/2025

Myth-busting financial advice

When it comes to managing finances, everyone has a perspective –
whether it’s on building a solid pension, saving on taxes, or selecting the right investments. And while seeking advice is a good habit, it’s essential to filter through the noise. Not every tip you hear is grounded in fact. Here, we cut through the clutter and debunk some of the most common myths around financial advice, helping you build habits based on trusted information.

"The clock is ticking!As the tax year comes to a close, don’t forget this golden opportunity to enhance your pension.By ...
14/02/2025

"The clock is ticking!

As the tax year comes to a close, don’t forget this golden opportunity to enhance your pension.

By making additional contributions before the deadline, you can unlock valuable tax allowances and reliefs, significantly boosting your pension pot.

Seize the chance to maximise your contributions and enjoy those important tax benefits.

Good Habits start now: make pension planning your Tax year-end tradition. Contact me today www.hogarthwealthmanagement.co.uk

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.

Hogarth 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) 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 14/02/2025

"Success is no accident. It is hard work, perseverance, learning, studying, sacrifice, and most of all, love of what you...
14/07/2024

"Success is no accident. It is hard work, perseverance, learning, studying, sacrifice, and most of all, love of what you are doing or learning to do."

Best of luck to from all at Hogarth Wealth Management. Bring it home, lads!

The confirmation of a decisive Labour majority win is likely to be initially taken positively by markets. Here, experts ...
05/07/2024

The confirmation of a decisive Labour majority win is likely to be initially taken positively by markets. Here, experts at SJP outline their thoughts on the short-term impact of the UK election.

At a glance:

Labour’s expected electoral victory could lead to a short-term uplift for UK shares.

The election outcome is unlikely to influence the short-term trajectory of interest rates or inflation.

Although Labour has some big plans, it will likely face financial constraints, so the Autumn Statement will be one to watch.

The confirmation of a decisive Labour majority win is likely to be initially taken positively by markets. Here, experts at SJP outline their thoughts on the short-term impact of the UK election.

If there’s one word to describe the UK tax system, it’s ‘complicated’. Regulations can change frequently and even if you...
06/03/2024

If there’s one word to describe the UK tax system, it’s ‘complicated’. Regulations can change frequently and even if you’re more informed than most of us are, it’s easy to misinterpret the rules, and end up make some expensive mistakes. Especially if you walk into a 60% tax trap without realising

How you can beat the 60% tax trap

As we sign off for 2023, which has been a very busy and enjoyable year for Hogarth Wealth Management we would like to wi...
22/12/2023

As we sign off for 2023, which has been a very busy and enjoyable year for Hogarth Wealth Management we would like to wish all clients, friends and families a Merry Christmas and a Happy New Year and see you in 2024!

Talk Money Week 2023 – it’s more important than ever to talk about your financesMoney isn’t a dirty word. But it’s proba...
07/11/2023

Talk Money Week 2023 – it’s more important than ever to talk about your finances

Money isn’t a dirty word. But it’s probably responsible for more arguments around the dinner table than almost anything else – from who’s spending too much, to how to pay the heating bill, or whether the family can afford a summer holiday.

6th – 13th November is Talk Money Week, hosted by the Money & Pensions Service (MaPS). MaPS believes that we don’t talk about money enough, whether it’s pocket money, passing our money on, or our pension pots. Sometimes, we don’t talk about money at all.

Talk Money Week 2023 – it’s more important than ever to talk about your finances

How late is too late to start saving for retirement?When you’re considering your future and what to do with your money, ...
25/10/2023

How late is too late to start saving for retirement?

When you’re considering your future and what to do with your money, it’s important to make sure you will have enough funds to cover your expenses and maintain a comfortable lifestyle after you stop working.

But is it ever too late to start saving? The answer is no. It is of course best to start saving into a pension as early as you can, to maximise your retirement fund. But it’s never too late to start planning your retirement, whatever age you are.

How late is too late to start saving for retirement?

Retirement is inevitable for the vast majority of people but the planning for retirement not so.Here is an image showing...
28/09/2023

Retirement is inevitable for the vast majority of people but the planning for retirement not so.

Here is an image showing the possible tax relief on contributions and more importantly the benefit of paying into a pension as early as possible due to the benefits of compound interest.



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 generally dependent on individual circumstances.

We know that business success and your personal finances are closely connected but hitting the right balance between the...
12/09/2023

We know that business success and your personal finances are closely connected but hitting the right balance between them can be tricky. Let us help you.



Hogarth Wealth Management Ltd is an Appointed Representative of and represents on St. James's Place Wealth Management pls (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 19/06/2023

Address

Hartlepool

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