Poole Graham Wealth Consultancy Ltd

Poole Graham Wealth Consultancy Ltd We specialise in providing holistic financial planning in the Cotswolds and surrounding areas to hel

📅With the tax year-end approaching, now’s the perfect time to make the most of your ISA allowance and build lasting fina...
23/03/2026

📅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://www.poolegrahamwc.co.uk/

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.

Poole Graham Wealth Consultancy 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 14/10/2025

⏰The tax year-end is almost here. There’s still time to add to your pension and take full advantage of the available tax...
09/03/2026

⏰The tax year-end is almost here. There’s still time to add to your pension and take full advantage of the available tax reliefs before 5 April.

Even a small contribution today can have a significant impact on your retirement. Making regular pension contributions is a simple way to strengthen your financial future over the long term.

Turn pension planning into a good habit and enjoy the benefits it brings. Let’s plan ahead together: https://www.poolegrahamwc.co.uk/

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

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

Poole Graham Wealth Consultancy 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 14/10/2025

02/03/2026

Business owners have more tax-planning opportunities, but only if they’re used before the tax year ends.

With the right planning, retained profits can be used more efficiently and long-term wealth built in a tax-effective way.

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

Poole Graham Wealth Consultancy 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 22/12/2025

Smart tax planning today gives you the freedom to enjoy your wealth on your terms.📅With the tax year-end approaching, it...
23/02/2026

Smart tax planning today gives you the freedom to enjoy your wealth on your terms.

📅With the tax year-end approaching, it’s the perfect time to embed smart financial habits into your life.

Proactive planning helps you:

· Make the most of your money

· Protect your future

· Focus on what really matters, living life your way

Start building those good habits today and enjoy the peace of mind that comes from a well-planned financial future. Let’s talk: https://www.poolegrahamwc.co.uk/

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

Poole Graham Wealth Consultancy 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 14/10/2025

23/02/2026

Pensions and ISAs both play an important role in building long-term financial security, but they work in different ways.

As the tax year end approaches, now is the time to review how you’re using both and ensure you’re making the most of the allowances available this year.

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

Poole Graham Wealth Consultancy 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 22/12/2025

16/02/2026

The end of the tax year is an important opportunity to review your estate and ensure your wealth is structured tax-efficiently for the people you care about most.

If you haven’t reviewed your estate planning recently, now is a sensible time to do so.

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

Poole Graham Wealth Consultancy 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 22/12/2025

Business Owners As a business owner, you’re used to thinking ahead, but it’s easy to let your own financial planning sli...
16/02/2026

Business Owners

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://www.poolegrahamwc.co.uk/

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

Poole Graham Wealth Consultancy 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 14/10/2025

Thinking about your financial future?With the tax year-end approaching, now’s a perfect time to build good habits into y...
02/02/2026

Thinking about your financial future?

With the tax year-end approaching, now’s a perfect time to build good habits into your planning. One powerful strategy to consider is tax-efficient gifting.

Helping your children or grandchildren this way provides support today and lays the foundation for their long-term financial security. Making IHT planning part of your routine is a simple step toward giving your family a more secure future.

Let’s explore how this could work for you: https://www.poolegrahamwc.co.uk/

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

Pools Graham Wealth Consultancy 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 14/10/2025

Nearly 1 in 5 people now say they have no personal or financial aspirations for the year ahead.*Rising living costs are ...
27/01/2026

Nearly 1 in 5 people now say they have no personal or financial aspirations for the year ahead.*

Rising living costs are forcing many to focus on day-to-day survival, often at the expense of long-term planning.

This article explores this growing “ambition gap” – and why financial advice can play a vital role in rebuilding confidence about the future: https://www.poolegrahamwc.co.uk/article/detail/sjpp/real-life-advice-report-2025-chapter-4-cost-of-living-pressures-hit-peoples-financial-plans.html

*Source: On behalf of SJP, Opinuium surveyed 8,000 UK adults nationwide between 22 July and 5 August 2025, and refreshed shorter surveys on a further 2050 UK adults between 28 November and 6 December 2025. Quotas and post-weighting were applied to the sample to make the dataset representative of the UK adult population.

Poole Graham Wealth Consultancy Ltdvis 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 14/1/2026

📅 Thinking about 2026? Make it the year you get ahead with a clear tax plan. As we move through the 2025/26 tax year, th...
16/12/2025

📅 Thinking about 2026? Make it the year you get ahead with a clear tax plan.

As we move through the 2025/26 tax year, this article explores how proactive planning can strengthen your financial position: https://www.poolegrahamwc.co.uk/article/detail/sjpp/the-power-of-having-a-tax-plan-in-place.html

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

Poole Graham Wealth Consultancy 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 10/12/2025

Chancellor Rachel Reeves has announced that the annual cash ISA allowance will fall from £20,000 to £12,000 from April 2...
03/12/2025

Chancellor Rachel Reeves has announced that the annual cash ISA allowance will fall from £20,000 to £12,000 from April 2027, encouraging savers to explore investment options. https://www.poolegrahamwc.co.uk/article/detail/sjpp/chancellor-cuts-cash-isa-limit-to-promote-investment.html

With these changes adding more complexity to financial planning, the value of professional financial advice has never been clearer. Get in touch today to see how these changes may affect your savings and investments.

The value of your investment can go down as well as up. You could get back less than you invested. Investments do not provide the security of capital which is characteristic of a Cash ISA.

Cash ISAs are not available through St. James's Place.

Poole Graham Wealth Consultancy 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 1/12/25

Growth companies have been at the heart of the record-breaking rise of US stock markets in recent times and most investo...
19/11/2025

Growth companies have been at the heart of the record-breaking rise of US stock markets in recent times and most investors have exposure to growth companies in their portfolios.

🚀 But do these businesses always mean good returns for investors? Let's explore this: https://www.poolegrahamwc.co.uk/article/detail/sjpp/does-growth-equal-good-returns.html

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

Poole Graham Wealth Consultancy 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 18/11/2025



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