Anthony Poole

29/09/2023

We will be hosting a Financial Planning surgery on Tuesday 3 October between 6 and 8pm at our office on Liverpool Road, Irlam.
We invite you to drop in and speak with Anthony from our team regarding any financial matters such
as….
o Retirement Planning
o Tax Planning
o Investment Planning
o Life Insurance
Or simply to get some guidance on creating a financial plan for the future!
We look forward to meeting with you.
SP & Co Financial 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). SP & Co Financial Management is a trading name of SP Wealth Planning Limited.
SJP Approved 19/09/2023

20/03/2023

🔸While the prospect isn’t a nice one to think about, having to worry about financial matters in the event of something bad happening is even worse.

🔸We’re much more likely to take out insurance on material goods, such as mobile phones and household contents, than we are to protect the income that pays for those products.

🔸There are several different types of protection insurance available, covering various potential difficulties and with a range of policy types and costs. It can be helpful to ask an expert what would be best for you and your specific circumstances.

☎Get in touch with us today to discuss the best protection options for you.

https://www.spco.co.uk/article/detail/sjpp/when-everything-suddenly-changes-why-protection-matters.html

24/01/2023

LADS DEN SESSIONS TONIGHT!!

Both sessions held at Hamilton Davies House and open to any men needing a bit of support or just a chat and a brew in a safe, non-judgemental environment.

We’ve had some new faces come along recently aswell as regular and returning faces and we are ready to welcome you.

05/10/2022

London Marathon ✅
Tired legs but what an amazing experience! Thanks to everyone who sponsored me taking my total raised for Caudwell Children to £1400!

01/10/2022

I’m here and ready to run the London marathon tomorrow!!!

15/08/2022

Planning is more important now than ever! As the cost of living goes up, what things are best to cut back on? Or do you just need a better deal on what you pay for now? Paying less tax is a great place to start.

USE IT OR LOSE IT: HOW TAX ALLOWANCES CAN HELP FUTURE-PROOF YOUR FINANCES

The biggest life plans tend to require solid financial foundations, from saving to buy a home to raising a family.

Your chances of reaching your objectives will be partly driven by the tax opportunities available, whether that’s ISA or pension reliefs.

We can help you map the way to your goals and make sure you’re not missing out on valuable tax advantages.

Speaking to a financial adviser is a good way to take the pressure off and make sure you’re not missing out on potentially valuable tax benefits.

Don’t let your tax allowances go to waste. Get in touch today.

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.

An investment in a Stocks and Shares ISA will not provide the same security of capital associated with a Cash ISA or a deposit with a bank or building society.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.

06/07/2022

Great meeting today! I keep meaning to take the boys here for a game.

Nice to be out of the office for our location meeting this morning!

05/07/2022

We’re delighted to have been voted as ‘Best Advisory Service’ at the inaugural 2022 Online Money Awards.

We believe that the more informed you are, the more prepared you are. We support clients to make informed choices about managing their wealth, their future and their legacy.