Treetops Financial Planning Ltd

02/04/2026

To all of our clients and friends...

We hope you all have a wonderful long weekend! 🐣

13/02/2026

🔷 Top tax tips for the year ahead 🔷

As we enter 2026 and approach the end of the tax year, it’s important to check in on your finances.

📋 This handy tax checklist gives you top tips for the year ahead: https://partnership.sjp.co.uk/article/detail/sjpp/top-tax-tips-for-the-year-ahead.html



TREETOPS FINANCIAL PLANNING 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).



SJP Approved 6/1/2026

18/12/2025

17/10/2025

As humans, we’re biologically wired to react when we observe change. Yet when it comes to investing, this is often the opposite of what investors should do.

Read more: https://partnership.sjp.co.uk/article/detail/sjpp/investing-the-skill-in-doing-almost-nothing.html

18/09/2025

Seven pension myths busted: What savers often overlook about their retirement pot.

Pension myths can catch out even the most experienced savers.
As part of Pension Awareness Week, SJP break down seven of the most common misconceptions - which could help you rethink how to maximise your retirement savings:

https://partnership.sjp.co.uk/article/detail/sjpp/seven-pension-myths-busted.html

The value of your investment can go down as well as up. You could get back less than you invested.

Treetops Financial Planning 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).

SJP Approved 17/09/2025

22/08/2025

Feeling incredibly grateful today! 💐🍾

A huge thank you to our wonderful client for the beautiful flowers and champagne.

We never do what we do for the recognition, but moments like this truly mean a lot.

We're so lucky to work with such thoughtful people.
Thank you! 💙

11/08/2025

🤩 Another five star review from one of our valued clients.🤩

Treetops Financial Planning 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).

SJP Approved 11/08/2025

01/08/2025

04/07/2025

It is never too early to think about saving for retirement.

Are you starting to think about the life you want to lead when you have more time?
We can help you figure out what is important to you and how to achieve your pension goals.

Speak to the experts and contact us now to book a no obligation chat: https://partnership.sjp.co.uk/partner/treetopsfinancialplanning

The value of your investment can go down as well as up. You could get back less than you invested.

TREETOPS FINANCIAL PLANNING 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).

SJP Approved 21/05/2025

30/05/2025

Considering gifting money as part of your Inheritance Tax planning?

If you're unfamiliar with the seven-year rule, here are the key points you need to know:

https://partnership.sjp.co.uk/article/detail/sjpp/what-is-the-seven-year-rule-in-inheritance-tax.html

25/04/2025

💭What does a “moderate” retirement actually look like?
And more importantly - how do you get there?

It's estimated you’ll need £31,100 a year to live comfortably in retirement, but with only 28% of UK adults confident they’ll build a big enough pension pot… it’s time to ask: are you on track?

📊 The good news?
Having a financial plan can make a real the difference.

Read more in the St. James's Place Retirement Report 2025: https://www.sjp.co.uk/individuals/how-can-we-help/tools-information/retirement-report-2025

St. James’s Place Wealth Management