Paul Smith - Financial Adviser

Paul Smith - Financial Adviser Providing goals based financial planning for Families, businesses and Self employed. Please contact me for no obligation initial consultation.

Many UK savers are interested in investing but hesitate to take the next step.This article explores why investment confi...
19/05/2026

Many UK savers are interested in investing but hesitate to take the next step.

This article explores why investment confidence remains a challenge, and how open conversations and normalising investing could encourage more people to get involved over time.
🔗 Read more: https://partnership.sjp.co.uk/article/detail/sjpp/strong-uk-savings-culture-but-persistent-investment-gap.html

The value of your investment can go down as well as up. You could get back less than you invested.
First Avenue Wealth 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 5/5/2026

The Bank of England has chosen to hold the base rate at 3.75%.While rates have remained stable since December, inflation...
05/05/2026

The Bank of England has chosen to hold the base rate at 3.75%.

While rates have remained stable since December, inflation remains above target and rising energy costs are adding to uncertainty around future decisions.

This article summarises the latest update and the key factors influencing the outlook for interest rates in the year ahead.

🔗 Read more: https://partnership.sjp.co.uk/article/detail/sjpp/bank-holds-base-rate-as-balancing-act-gets-tougher.html

First Avenue Wealth 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 1/5/2026

As the new tax year begins, check you’re making the most of your personal allowances and reliefs. This round-up walks th...
30/04/2026

As the new tax year begins, check you’re making the most of your personal allowances and reliefs.

This round-up walks through the important tax changes, for individuals and businesses, to help you plan for the year ahead and beyond: https://partnership.sjp.co.uk/article/detail/sjpp/new-tax-year-round-up-of-rate-and-allowance-changes.html

Taxation rules can change at any time and are dependent on individual circumstances.

First Avenue Wealth 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 17/4/2026

From April 2027, most pensions will become part of people’s estates for IHT purposes.Find out how a Trust could help pro...
27/04/2026

From April 2027, most pensions will become part of people’s estates for IHT purposes.

Find out how a Trust could help protect your estate: https://partnership.sjp.co.uk/article/detail/sjpp/can-a-trust-help-protect-your-estate.html

Taxation rules can change at any time and are dependent on individual circumstances.

Trusts are not regulated by the Financial Conduct Authority.

First Avenue Wealth 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 17/4/2026

Is your business on track to fund the retirement you deserve?Read how business valuation, value-building strategies, and...
17/02/2026

Is your business on track to fund the retirement you deserve?

Read how business valuation, value-building strategies, and integrated financial planning can help support a successful exit and the lifestyle you’re working towards: https://partnership.sjp.co.uk/article/detail/sjpp/will-your-business-fund-the-retirement-you-deserve.html

Exit Strategies may include the referral to services not provided by SJP.

First Avenue Wealth 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 3/2/2026



04/02/2026

Last week's market update in 6 minutes: https://ow.ly/bezq50Y7Bf5

📈 Most major markets and assets delivered positive returns with Asia and Europe outpacing the US in local currency terms.

🪙 There were dramatic falls for gold and silver on the last trading day of the month. Both metals still ended the period in positive territory.

04/02/2026

Great advice does more than help you stay on track. It helps you feel grounded, prepared and ready to look ahead: https://ow.ly/e7GS50XWflC

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 17/4/2026

With the tax year-end approaching, now’s the perfect time to make the most of your ISA allowance and build lasting finan...
22/01/2026

With the tax year-end approaching, now’s the perfect time to make the most of your ISA allowance and build lasting financial habits.

Whether it’s for your personal savings or long-term goals, proactively using your ISA allowance as part of a broader financial plan can make a meaningful difference to your future.

Start today to maximise your tax-efficient savings and head into the new tax year with confidence. https://partnership.sjp.co.uk/stephenmussard/

It’s about taking small steps now for greater financial freedom tomorrow.

The value of an investment can go down as well as up. You may get back less than the amount invested.

The favourable tax treatment of ISAs may be subject to changes in legislation in the future.

First Avenue Wealth 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 14/10/2025

As a business owner, you’re used to thinking ahead, but it’s easy to let your own financial planning slip down the list....
21/01/2026

As a business owner, you’re used to thinking ahead, but it’s easy to let your own financial planning slip down the list.

Taking a little time now to review your goals and put a plan in place can make a big difference for you and your business.

With the tax year ending on 5 April, now’s the perfect moment to take stock and prepare for what’s next.

A bit of proactive planning can help you:

· Make the most of available tax opportunities

· Protect your business for the long term

· Create a clear path for sustainable growth

You’ve worked hard to build your business — let’s make sure your finances are working just as hard for you.

Start your good habits today and head into the new tax year with clarity and confidence. Contact me here: https://partnership.sjp.co.uk/stephenmussard

Taxation rules can change at any time and are dependent on individual circumstances.

First Avenue Wealth 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 14/10/2025

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