Walmsley Financial Planning Ltd

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

Proof that at Team Walmsley, everyone rolls their sleeves up — and occasionally loses a shoe in the process. 👣🎨📈
02/06/2026

Proof that at Team Walmsley, everyone rolls their sleeves up — and occasionally loses a shoe in the process. 👣🎨📈

You built the business. But have you built the freedom?Many business owners spend years growing revenue, leading teams, ...
28/05/2026

You built the business. But have you built the freedom?

Many business owners spend years growing revenue, leading teams, and solving problems — yet still don’t know what retirement actually looks like for them.

What’s your number?
When could you step away?
Could the business run without you?
The most successful exits start years before the sale.

Real financial planning for business owners isn’t just about investments — it’s about creating clarity, control, and options beyond the business itself.

Because eventually, the goal shifts from building income… to building freedom.

Best of luck to the young junior sixes team from Heysham Golf Club at Bentham this weekend! ⛳Proud to be supporting the...
22/05/2026

Best of luck to the young junior sixes team from Heysham Golf Club at Bentham this weekend! ⛳

Proud to be supporting these young players.

Remember, every round is a step forward!

“I don’t have time to think about my finances.”It’s something I hear often from successful business owners.When you’re m...
19/05/2026

“I don’t have time to think about my finances.”

It’s something I hear often from successful business owners.

When you’re managing a growing company, leading a team, supporting a family, and planning for the future, personal finances can easily move to the bottom of the list.

But leaving it too late can create missed opportunities:

Unused tax allowances
Overexposure to business risk
Lack of protection if illness stops you working
Too much wealth tied up in one asset — the business

The right financial plan should reduce stress, save time, and help you make smarter decisions with confidence.

That means creating a strategy that:
• Protects your family
• Supports business growth
• Builds wealth outside the company
• Creates future financial independence
• Aligns your personal and business objectives

Good advice shouldn’t add complexity.

It should simplify your life.

12/05/2026

From 'Bin Ball' to 'Tyre Golf!' ⛳

New lunch break competition @ Team Walmsley!

Good luck to our brilliant junior golfers at Heysham Golf Club competing in Lancaster this weekend! ⛳We’re proud to sup...
01/05/2026

Good luck to our brilliant junior golfers at Heysham Golf Club competing in Lancaster this weekend! ⛳

We’re proud to support your journey—keep learning, keep improving, and most importantly, enjoy every shot.

💪

Congratulations to Eric on a double milestone! 🎉Achieving Gold Accreditation with SJP and passing his first financial ex...
28/04/2026

Congratulations to Eric on a double milestone! 🎉

Achieving Gold Accreditation with SJP and passing his first financial exam!

Putting in the hard work and its paying off 🌟

A new financial year brings a natural chance to reset and refocus.It’s time to step back, assess what’s working and set ...
23/04/2026

A new financial year brings a natural chance to reset and refocus.

It’s time to step back, assess what’s working and set priorities for the months ahead.

Here’s 10 practical tips to help start the year on strong foundations: 10 tips for business owners heading into the new financial year: https://www.walmsleyfinancialplanning.co.uk/article/detail/sjpp/ten-tips-for-business-owners-heading-into-the-new-financial-year.html

Walmsley Financial Planning 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 13/4/2026

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Brunel House, 9 Penrod Way
Heysham
LA32UZ

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