Walmsley Financial Planning Ltd

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Walmsley Financial Planning Ltd An Associate Partner Practice of St. James's Place Wealth Management

We swapped our desks for the fells of the Lake District - Fairfield Horseshoe for a team away day — and the weather cert...
20/10/2026

We swapped our desks for the fells of the Lake District - Fairfield Horseshoe for a team away day — and the weather certainly made it memorable! 🌧️

With plenty of mist, a fair bit of rain and some challenging terrain, it was a great opportunity to get out of the office, spend time together with some of our other SJP colleagues and enjoy a change of scenery.

💼 "My business is my pension."It's something I hear from many business owners.And while your business may become your bi...
13/10/2026

💼 "My business is my pension."

It's something I hear from many business owners.

And while your business may become your biggest asset, relying on it alone can be risky.

What if market conditions change?
What if you decide to sell later than planned?
What if the value isn't what you expected?

Building wealth outside your business can give you more options and greater peace of mind.

Your business should create opportunities—not become your only retirement plan.

When Ruby & Aurora came to play at Walmsley HQ!!! Eric's dogs came into the office for the day and put a smile on everyo...
06/10/2026

When Ruby & Aurora came to play at Walmsley HQ!!!

Eric's dogs came into the office for the day and put a smile on everyone's face 🐶🐶

We can't work out who they look like more, Gizmo or an Ewok? 🤔💭

🛡️ You've worked hard to build your business.But have you thought about what would happen if illness, injury or worse st...
30/09/2026

🛡️ You've worked hard to build your business.

But have you thought about what would happen if illness, injury or worse stopped you from running it?

Protection isn't just about insurance.

It's about helping your family, your employees and your business cope if life takes an unexpected turn.

Protecting your business is every bit as important as growing it.

24/09/2026

In case you missed our earlier post we have been impersonated! Please do not engage if you have had a friend request!!

Unfortunately we are being impersonated! If you have had a recent friend request from what looks like us here on Faceboo...
24/09/2026

Unfortunately we are being impersonated! If you have had a recent friend request from what looks like us here on Facebook please ignore, it is not us!!

Even financial planners need a breather! Blowing off some steam on our travels — Penny enjoying the trig point near Litt...
22/09/2026

Even financial planners need a breather! Blowing off some steam on our travels — Penny enjoying the trig point near Little Wenlock. 🌄🐾”

"I’m not wealthy enough to need a financial adviser… am I?”You may not feel wealthy, but your business, property, pensio...
16/09/2026

"I’m not wealthy enough to need a financial adviser… am I?”

You may not feel wealthy, but your business, property, pension and family responsibilities mean there’s plenty to plan for.

It’s not just about how much you earn. It’s about making sure what you’re building is working towards the life you want.

Visit www.walmsleyfinancialplanning.co.uk to find out more.

Love a good sign! 😂Spotted this one recently and thought it deserved a share.Sometimes the message really doesn’t need m...
08/09/2026

Love a good sign! 😂

Spotted this one recently and thought it deserved a share.

Sometimes the message really doesn’t need much explaining…

Leave no trace & take your rubbish home! 🌿

🏆 What does success look like to you?For some, it's building a business they love.For others, it's having the freedom to...
02/09/2026

🏆 What does success look like to you?

For some, it's building a business they love.

For others, it's having the freedom to choose when—and if—they slow down.

Financial planning isn't about telling you to retire.

It's about giving you the choice.

Because real success is having the freedom to decide what's next.

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Brunel House, 9 Penrod Way
Heysham
LA32UZ

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