Gallimore Wealth Management LLP

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Gallimore Wealth Management LLP

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We provide bespoke financial planning services to individuals and companies.

Gallimore Wealth Management LLP 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).

23/10/2026

The Budget is approaching ... is your money ready for it?

With potential changes to tax, pensions and savings on the horizon, it’s worth taking a moment to think about whether your current financial plans are still working as hard as they could be.

For some, it might mean reviewing pension contributions.

For others, it could be understanding the tax implications of their investments or making the most of available allowances.

At Gallimore Wealth Management, we help people make sense of their finances and plan ahead, rather than simply react when changes happen.

If the upcoming Budget has you wondering whether anything could affect you, get in touch.

We're always happy to have a conversation.

13/10/2026

How Much Do You Really Need to Retire?

It's one of the most common questions people ask.

And unfortunately, there isn't a single number that works for everyone.

The amount you need depends on much more than your current income.

🏡 What sort of lifestyle do you want in retirement?
📅 When do you want to stop working?
💷 Will you have other sources of income?
📊 How might your spending change over time?
⏳ How long might your money need to last?
📈 And what impact could inflation and investment returns have along the way?

That's why retirement planning isn't simply about building the biggest possible pension pot.

It's about understanding what you want your retirement to look like, and working backwards to establish what you need to make it possible.

The earlier you start asking those questions, the more options you generally have.

If you'd like to have a conversation with one of our advisers, drop us a message and we'll be happy to help.

Gallimore Wealth Management LLP 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 12/10/2026

06/10/2026

We’re incredibly proud to continue supporting Erin on her tumbling journey. 🤸‍♀️❤️

Over the years, we’ve had the privilege of supporting Erin as she has continued to develop, compete and achieve amazing things on the world stage.

Most recently, Erin represented Great Britain at Tumbling Worlds 2025 in Spain, finishing an incredible 7th in the world in the 13–14 age category!🌎✨

And we’re delighted to share that Erin has now been selected to represent Great Britain again at the World Championships in China!🤸‍♀️

It’s fantastic to see the hard work, dedication and commitment Erin puts into her sport being rewarded with opportunities like these.

We’re incredibly proud to play a small part in her journey and look forward to following her progress as she continues to compete at the highest level.

As Erin prepares for her World Championship campaign, she is also looking for additional support from local businesses and sponsors to help make this incredible opportunity possible.

If you or your business would be interested in supporting Erin in any way, we’d love to hear from you. Please get in touch with us and we can put you in contact with Erin and her family.

Congratulations Erin, we’ll be cheering you on all the way! 💙 👍

30/09/2026

🏃 One of our own is taking on the Cardiff Half Marathon! 🏃

On 4th October, our very own Kyle will be taking on the Cardiff Half Marathon to raise money for the Alzheimer’s Society a cause that is particularly close to his heart.

Kyle is running in support of his partner’s nan, and seeing the impact Alzheimer’s can have on both individuals and their families has motivated him to take on the challenge and raise as much as he can.

Not being a self confessed runner, Kyle's training has meant plenty of miles, plenty of pushing outside his comfort zone and, no doubt, a few moments of questioning why he signed up in the first place! 😂

The more raised the better, so every donation, big or small, will help support the Alzheimer’s Society and the work they do for people affected by dementia.

We’re behind you, Kyle. Go smash it! 👏🏃‍♂️

If you’d like to support Kyle’s fundraising efforts, you can donate here:
https://cardiffhalf26.enthuse.com/pf/kyle-deller-law

29/09/2026

🍰 Macmillan Bake Sale at Merlin House 💚

Today, businesses across Merlin House came together to raise money for Macmillan Cancer Support, with a fantastic bake sale hosted by the master baker herself, Lisa from Kirkpatrick & Hopes Accountants! 👩‍🍳🍰

A huge thank you to Lisa for organising the bake sale and to everyone across Merlin House who got involved, baked, donated and stopped by to show their support.

It was brilliant to see the Merlin House community come together for such an important cause. 💚

If you’d like to support our fundraising, any donation would be hugely appreciated.

👉 https://donate.justgiving.com/fundraising/cm26037761/donation-amount

17/09/2026

Your Biggest Investment Risk Might Not Be What You Think

When we think about investment risk, we often think about markets falling.

But for many investors, the bigger risks can be less obvious:
⚖️ Holding too much of your wealth in one investment
📉 Taking more risk than you actually need to
📈 Allowing inflation to quietly erode your purchasing power
🧠 Making emotional decisions when markets become uncertain
🎯 Investing without a clear plan for what your money needs to achieve

The right investment strategy isn't necessarily about chasing the highest possible return.

It's about understanding your goals, your circumstances, your timescale and the level of risk you can afford to take and building a strategy around them.

Because successful investing isn't just about how your investments perform.

It's about whether they help you achieve the life you're planning for.

If you'd like to have a conversation with one of our advisers, drop us a message and we'll be happy to help.

Gallimore Wealth Management LLP 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 17/9/2026

15/09/2026

We were pleased to sponsor this fundraising ride in support of Open Doors Open Minds, helping to raise funds and awareness for the mental health support they provide.

The challenge was no small one ... 196 miles over 29 hours, from 8am on Saturday through to 1pm on Sunday!

After completing the challenge, Gareth popped in to see us at Gallimore Wealth Management with Bruce, their therapy dog. It was great to hear about the ride and how it all went.

We’re really proud of the guys and the effort they put into completing such a challenging ride for an important cause. It was a pleasure to support them and Open Doors Open Minds.

If you’d like to find out more or make a donation, the fundraising page is below:

https://www.justgiving.com/crowdfunding/odom?utm_medium=CF&utm_source=CL

11/08/2026

After a lot of work behind the scenes, we're pleased to launch the new Gallimore Wealth Management website.
We've given it a fresh look and made it easier to learn about who we are, the services we offer, and how we help our clients plan for the future.

If you have a few minutes, we'd love you to take a look: https://www.gallimorewealthmanagement.co.uk/

We're particularly proud of our testimonials. Hearing directly from the people we work with says far more about us than we ever could, so if you're interested in what it's like to work with Gallimore Wealth Management, they're well worth a read. If you're an existing client and would like to share your experience, we'd be delighted to hear from you.

A big thank you to everyone who helped make the project happen, particularly for the fantastic photography and for hosting our photoshoot. We're really pleased with the result.

Gallimore 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 16/07/2026
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12/02/2026

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/4917611376598/WN_2iWAG4LFSBSoxtfXwCZTnA

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

Address

The Henley Building, Newtown Road
Henley On Thames
RG91HG

Website

http://gallimorewealthmanagement.co.uk/, https://linktr.ee/gallimorewealthmanagement

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