DeMontfort Chase Financial Planning

27/08/2025

WeekWatch - Did the Fed buckle under pressure? 📈

Read more here 🔎 https://www.dmcfp.co.uk/article/detail/sjpp/weekwatch-26-08-2025.html

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.

20/08/2025

It's that time of the week again - WeekWatch!

Read this weeks article; https://www.dmcfp.co.uk/article/detail/sjpp/weekwatch-18.08.25.html

Peace talks on ending the war in Ukraine will continue today in Washington, this time between President Zelensky and President Trump. It follows weekend talks between President Trump and President Putin aimed at agreeing a ceasefire.

12/08/2025

US Q2 earnings season delivered strong results, with tech giants powering markets to new highs — but challenges like tariffs, inflation, and slowing demand mean investors still face a ‘wall of worry’. 📈🤖💼

Read the WeekWatch here; https://www.dmcfp.co.uk/article/detail/sjpp/weekwatch-11-08-2025.html

The last few weeks in markets have been dominated by the release of US second-quarter earnings, with the greatest number of companies reporting in the two weeks to mid-August. Against the volatility and uncertainty generated by trade wars and signs of more deteriorating economic data, what have been...

11/08/2025

🌾 Big changes ahead for UK farmers — but with the right planning, your legacy can thrive 🌱

From April 2026, new rules on agricultural property relief will impact inheritance tax, so now’s the time to plan smart and protect your family’s future 🚜✨

Read More here 👉

More than 6,000 agricultural, forestry and fishing businesses have closed in the past 12 months according to the Office for National Statistics, as concerns over changes to tax reliefs mount.

08/08/2025

📈💤 Sometimes the smartest investing move is… doing (almost) nothing.
In a world of 24/7 headlines, it’s tempting to react to every market swing. But short-term emotions can sabotage long-term success. 🎯

Stay calm, stick to your plan, and remember: noise fades, goals last. 📊



Read More here 👇

The traditional wisdom for any investor is to learn to ‘block out the noise’. Events may come and go, causing volatility as they pass. But over the long run, ignoring their short-term effects, and focusing on your end goal is usually the key to reaching your objectives.

07/08/2025

It can be surprisingly difficult to decide who to pass your money and assets to when you die. It’s a key reason why many people delay their legacy planning – but making a Will is a surefire way to ensure the right people benefit, after you’re gone.

Here's why it's not as hard as you think: https://partnership.sjp.co.uk/article/detail/sjpp/why-its-not-as-had-as-you-think-to-make-a-will.html

Why it's not as hard as you think to make a Will

05/08/2025

🌍 While global markets adjust to new tariffs and economic shifts, staying informed is key to staying ahead. This week’s WeekWatch explores what it means for investors and how planning today can support a stronger financial future.

Read the article here; https://www.dmcfp.co.uk/article/detail/sjpp/weekwatch-04-08-2025.html

The introduction of global tariffs by the US helped push markets lower last week, as Trump’s 1 August deadline passed on Friday.

04/08/2025

💼 You might have the best business idea in the world, but if people don’t know about your business and what you offer, it’s hard to grow.

Here's how to create a marketing plan that works for your small business: https://partnership.sjp.co.uk/article/detail/sjpp/creating-a-marketing-plan-that-works-for-your-small-business.html

Creating a marketing plan that works for your small business

25/07/2025

On 26th August 2025, changes are being made to our charging structure to give you greater clarity and make it easier to compare our charges. We’ll be separating the charges for each service we provide: the Advice, Product, and Fund charge.

We’ve explained these changes in more detail in the video below.

If you’d like to talk about how this affects you, please don’t hesitate to get in touch.
You can also find more information at www.sjp.co.uk/individuals/charges

Feel free to contact us via Email - [email protected], or Telephone - 01530 564 723.

The Partner Practice 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 22/7/2025

When you invest with St. James's Place you pay for our advice and the products we recommend. These charges can be found here.

22/07/2025

📈 Markets are climbing – but will the rally last?

With the FTSE 100 hitting record highs and US markets rebounding, investor optimism is rising. But from UK tax pressures to US tariff uncertainty, could volatility return?

Dive into what’s driving the markets in 2025. Link Here 👉https://www.dmcfp.co.uk/article/detail/sjpp/weekwatch-21-07-2025.html

18/07/2025

🔑 Planning for Retirement? Don't overlook the power of annuities!

Our latest guide dives deep into everything you need to know about annuities—how they work, their benefits, and how they can secure your financial future.

Whether you're just starting your retirement planning or looking to refine your strategy, this essential guide is a must-read. 📖✅

🔗 https://www.dmcfp.co.uk/article/detail/sjpp/essential-guide-to-annuities-what-you-need-to-know-for-retirement-planning.html?j=968112&sfmc_sub=115266516&l=238_HTML&u=30076233&mid=510006270&jb=4

In an uncertain world, we like certainty. And an annuity can offer just that – a guaranteed regular income for as long as you live, or as long as you need.

15/07/2025

WeekWatch - Is inflation heating up?

WeekWatch - 14/07/2025