Harris Associates Wealth Management Ltd

05/06/2026

*De-risking strategies may involve broader diversification of your investments and regular reviews of your portfolio to help manage risk.
*Selling investments during a market dip can harm long-term growth. Having a cash buffer set aside can help you avoid this.
*The right time to de-risk depends on your goals and need for income as well as your attitude to risk – it is about finding the right balance.

Moving from decades of building wealth to relying on investments for income is a significant transition. At this point, many people begin to think more carefully about risk, particularly how much of it they are comfortable taking.

11/05/2026

Following bruising local election results, media reports have been awash with gossip around the prime minister Keir Starmer’s future. Judging by the UK bond market, however, lenders appear to prefer the stability of continuity over the uncertainty of a leadership challenge – at least for now.

Following bruising local election results, media reports have been awash with gossip around the prime minister Keir Starmer’s future. Judging by the UK bond market, however, lenders appear to prefer the stability of continuity over the uncertainty of a leadership challenge – at least for now.

27/04/2026

US markets continue to rise despite ongoing US-Iran 'tug of war'

Upbeat sentiment towards technology and AI, together with another strong week of corporate earnings supported US markets. The S&P 500 and Nasdaq Composite indices rose to new highs. Almost one third of companies in the S&P 500 have so far reported first quarter earnings, with the proportion reportin...

22/04/2026

*Stagflation is the term used to describe a period of high inflation and weak economic growth and employment.
*This combination can be problematic for central banks and governments.
*While returns are typically weaker during such periods, holding cash when inflation is high brings its own risks.

Rising inflation and weak growth have left economists fearing the spectre of stagflation could rise again. But what exactly does that mean?

04/02/2026

Owning a home is a key milestone for many people. One that requires financial planning and preparation. However, ownership comes with additional responsibilities and costs – some of which can be avoided under certain circumstances.

09/01/2026

*Changes in the ISA and savings allowances announced in the recent Budget may affect your tax liability in future – and investment planning.

*The economic outlook remains uncertain, so it’s still vital to make the most of all the allowances and exemptions you’re entitled to.

A financial adviser can help you ensure you are investing tax efficiently in these changing times.

Changes to tax regulations can have a domino effect on your finances, including your tax bill. As we enter 2026, it’s time to triple check that you’re aware of how any changes may affect you. This tax checklist gives you top tax tips for the year ahead.

06/01/2026

We all like to think we’d spot a scam, but pension scammers are getting smarter every day.

They often sound professional, offer impressive returns, and create a sense of urgency.

Learn how to recognise the warning signs and keep your financial future safe 👉 https://partnership.sjp.co.uk/harrisassociates/article/detail/sjpp/are-you-being-pension-scammed.html

Harris Associates W M 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 13/11/2025

Anyone can be the victim of a pension scam, no matter how financially savvy they think they are. Scammers are using ever more elaborate tricks To fool people so it's important to look out for the warning signs.We examine how to stay one step ahead of the scammers, and protect your financial security...

08/12/2025

It's official, she has the certificate and everything! Well Done Caroline.

28/11/2025

What does it mean for you?

24/07/2025

One of our Advisers Suzanne Hill Porter presented scientific calculators from the Practice, to the Year 6 Leavers at her daughters school yesterday!

Here she is with her daughter Lilia. We hope all the Year 6 Leavers make good use of the calculators on their next adventure at Secondary School