S J Bettridge Financial Planning Ltd

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.sjbettridgefp.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.

S J Bettridge Financial Planning 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).

10/02/2026

For many business owners, the plan is simple: sell the business and retire comfortably. But the reality can be more complex.

Explore why understanding your true business value is critical and how strategic planning can help close the gap to your financial freedom goals: https://www.sjbettridgefp.co.uk/insights

S J Bettridge 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 3/2/2026

02/02/2026

🌐 Global markets ended 2025 on a positive note, despite ongoing volatility and big questions around tech dominance.



Read how these risks played out and what they could mean for investors as we head into 2026: https://www.sjbettridgefp.co.uk/article/detail/sjpp/rising-through-the-noise.html



Past performance is not indicative of future performance. The value of your investment can go down as well as up. You could get back less than you invested.



S J BETTRIDGE FINANCIAL PLANNING 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 27/1/2026

19/12/2025

Obligatory office Xmas do pic. Pasture was 👌🏻👍🏻

27/11/2025

The Chancellor has finally delivered her Autumn Budget and as trailed, there were significant tax increases but also boosts to spending in some areas. There will be winners and losers but undoubtedly higher taxes will be a feature for many.

After months of waiting and a seemingly constant stream of speculation and leaks – including the calamitous publication of the OBR forecast 30 minutes before the Chancellor stood up – the Autumn Budget has finally taken place.

26/11/2025

Sam Bettridge and Alex Richardson have been raising money for Prostate Cancer UK through Movember.

1 in 8 men will get prostate cancer. At Prostate Cancer UK, we’re giving every man the power to navigate it. With over £100 million invested in research, treatment, and care, we’re building a future where prostate cancer no longer cuts men’s lives short. Together, we can help save men’s lives.

Please donate if you can, everything helps. Just giving link below…

https://www.justgiving.com/page/sjbettridgefp?utm_medium=FR&utm_source=CL

13/11/2025

Good day out in London yesterday at the conference. Refreshing to spend time focussing on the behavioural coaching side of financial advice

15/07/2025

We're hiring.....

We're ideally looking for someone who's recently completed A-levels or a degree. Please see details below. Feel free to pass on/share

Trainee Paraplanner Apprenticeship – Find an apprenticeship – GOV.UK [https://lnkd.in/eQDU84jC]

Are you looking for a career in the finance industry? Are you driven, dynamic and have a passion for success then start your career here. As a trainee Paraplanner Apprentice you will be mentored and supported by qualified staff and you will gain your regulatory qualifications - RO1, RO2, RO3 & J09 and becoming a qualified Level 4 Paraplanner.

01/10/2024

Inkberrow U9’s girls looking on point in their new track tops. Think this played a huge part in their fantastic result at the weekend 😬

15/09/2024

Great to have supported Astwood Bank Cricket Club again this year.

It’s also been great that the girls have been involved with the U9’s and U11 teams this season.

Big shout out to the coaches and all the other volunteers that help to run such a fantastic club 👏🏻

11/06/2024

Key member of the office team: doing his thing

29/02/2024

💡 Pension vs. ISA: Know Your Tax-Smart Options!