McQueen Wealth Management Ltd.

05/10/2021

Making a difference in the fight against climate change.

When it comes to responsible investing, our credentials show a deep-rooted commitment to ESG (environmental, social and governance) principles – and that we’re on a journey to becoming a more responsible business too.

25/06/2021

"People who looked at a picture of their children, before making a saving or spending decision, saved more than 200% more than people who didn’t”

Daniel Crosby, spoke to us about how focusing on what matters, and what we value, helps us manage our emotions to make better decisions. So, what can investors learn from the past 18 months?

Read the article here: https://partnership.sjp.co.uk/article/detail/sjpp/what_can_investors_learn_from_the_past_18_months.html

Have any questions? Don't hesitate to ask

McQueen Wealth Management 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)

What can investors learn from the past 18 months?

13/04/2021

Protect your income – and your family’s future. From our possessions to our holidays, most of us have plenty of insurance plans in place. However, while we’re quick to insure our belongings, we’re all too often slightly short-sighted when it comes to protecting the income that funds them:

https://partnership.sjp.co.uk/article/detail/sjpp/protect_your_income_and_family_future.html

Have any questions? Don't hesitate to ask.

McQueen Wealth Management 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

Protect your income - and your family's future

23/03/2021

As an extraordinary financial year comes to a close, it’s more important than ever to make good use of your annual pension allowances. How can you make your pension work harder for you?

Have any questions? Don't hesitate to ask.

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.

McQueen Wealth Management 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)

How to get your pension plans into shape this tax year

11/03/2021

John Goetz of Pzena Investment Management discusses the company’s approach to value investing and why he prefers Volkswagen to Tesla.

Have any questions? Don't hesitate to ask.

McQueen Wealth Management 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)

Time for value?

09/03/2021

We understand that talking about money and finances is personal. So, it’s reassuring to know that there’s someone on hand who can help you address your needs, understand your goals and help you realise your dreams.

We offer a friendly and approachable service, backed by the strength and security of FTSE100 company St. James’s Place Wealth Management; and being local means we’re here to help.
Let’s start a conversation. Contact us now to arrange a no obligation chat.

https://mcqueenwealth.co.uk

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).

03/03/2021

Chancellor Rishi Sunak has unveiled the UK government’s 2021 Budget, in which he revealed his plans to boost the country’s economy after the unprecedented financial impact of the COVID-19 pandemic:

Budget 2021 - our initial response

01/03/2021

Make the most of your tax allowances and reliefs, act before 5 April. In our first tax year-end planning article we look at the important options to consider wherever you are on your journey and whatever your financial destination:

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.

Have any questions? Don't hesitate to get in touch.

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)

Year-end tax planning: Take a step towards your goals

01/03/2021

I'm delighted to welcome Colin Johnson to McQueen Wealth Management Ltd. Colin has joined the business as a Financial Consultant and is available to help you with your financial planning goals.