Hearnden & Weston Wealth Management Ltd

Hearnden & Weston Wealth Management Ltd Hearnden & Weston Wealth Management Ltd is a Partner Practice of St. James's Place Wealth Management.

We offer financial planning to individuals, families and businesses in the Solihull and surrounding areas.

Confidence comes from clarity. Ongoing advice helps you stay focused, even when markets wobble or life throws surprises ...
31/08/2026

Confidence comes from clarity. Ongoing advice helps you stay focused, even when markets wobble or life throws surprises your way. It’s a relationship built on trust - today and tomorrow.

Advice keeps you on track through life’s ups and downs.

Hearnden and Weston 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 16/04/2026

Meet The TeamJoan, joined HWWM in July 2025 and brings with her a passion for helping individuals, families and business...
27/08/2026

Meet The Team

Joan, joined HWWM in July 2025 and brings with her a passion for helping individuals, families and business owners create a long-lasting future. Having completed a BSc in Economics and Mathematics at the University of Bath, and a MSc in Finance from Nottingham Trent University, Joan has navigated a career as a National Account Executive for Heineken UK to dealing with Foreign Exchange for Deutsche Bank and their institutional clients.

A desire to create long-lasting, meaningful relationships and help those in need has led Joan to pursuing a career in Financial Advisory. Offering personalised solutions tailored to each individual client, Joan seeks to build a partnership, regularly meeting to ensure each plan remains appropriate for the goals identified.

In her spare time, you’ll find Joan playing squash, or padel in the summer. She has recently decided to start running and is determined to hit a sub-30 5km so any tips would be welcomed!

Only 44% of women say they would feel confident investing an inheritance or financial windfall*.When life changes unexpe...
25/08/2026

Only 44% of women say they would feel confident investing an inheritance or financial windfall*.

When life changes unexpectedly, financial decisions can feel overwhelming.

Read more on how you can manage your finances during major life changes:https://www.hearndenandwestonwm.co.uk/article/detail/sjpp/when-finances-change-overnight-inheritance-divorce-and-new-responsibilities.html

*Financial Health Report 2026: Women and Wealth. On behalf of St. James's Place, Opinium surveyed 6,000 UK adults nationwide between 17 March and 9 April 2026. Quotas and post-weighting were applied to the sample to make the dataset representative of the UK adult population.

Hearnden & Weston 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 28/07/2026

Clarity and confidence matter when planning for your future. With a trusted adviser by your side, you can make informed...
23/08/2026

Clarity and confidence matter when planning for your future. With a trusted adviser by your side, you can make informed decisions and stay on course - even when life changes.

Advice is invaluable: https://www.sjp.co.uk/individuals/advice-and-products/financialadvice

Hearnden & Weston 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 16/04/2026

You might know Laura as one of our amazing Paraplanners but did you know she also has plans to be a Superstar DJ and has...
21/08/2026

You might know Laura as one of our amazing Paraplanners but did you know she also has plans to be a Superstar DJ and has recently started a 10-week DJing course?! We know who we'll be booking to spin those tunes for our next office party!

For many business owners, a large proportion of family wealth is tied up in their business.That makes succession plannin...
20/08/2026

For many business owners, a large proportion of family wealth is tied up in their business.

That makes succession planning one of the more important financial and strategic decisions they’ll have to make.

Read more about the importance of planning and getting advice: https://www.hearndenandwestonwm.co.uk/article/detail/sjpp/keeping-it-in-the-family-planning-ahead-for-business-succession.html
Hearnden & Weston 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 20/08/2026

Financial wellbeing isn't just about today.It's about having a clear enough picture of tomorrow that you can make inform...
20/07/2026

Financial wellbeing isn't just about today.

It's about having a clear enough picture of tomorrow that you can make informed choices now.

That might mean understanding what you have, what you owe, what's protected and what isn't.

Small steps in the right direction, taken early, tend to matter.



Hearnden & Weston Wealth Management Limited 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 16/06/26

Retirement might feel far away but the earlier you understand how pensions work, the better.Pension contributions attrac...
16/07/2026

Retirement might feel far away but the earlier you understand how pensions work, the better.

Pension contributions attract tax relief at your marginal rate.
Money paid in grows in a tax-efficient environment.
And at retirement, up to 25% can typically be taken tax-free.

Understanding these basics is a good place to start.



As with all tax matters, individual circumstances may vary and rules can change.
Hearnden & Weston Wealth Management Limited 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 16/06/26

"The best time to think about the future is before you need to."Many of life's biggest financial moments - retirement, p...
13/07/2026

"The best time to think about the future is before you need to."

Many of life's biggest financial moments - retirement, passing on assets, protecting a family - benefit from being thought about early.

Not because anything needs to change right now, but because knowing where you stand is a useful starting point.



Hearnden & Weston Wealth Management Limited 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 16/06/26

IHT: a quick overviewUK Inheritance Tax basics for 2026/27:- 40% tax on estates above £325,000- Extra £175,000 may apply...
09/07/2026

IHT: a quick overview

UK Inheritance Tax basics for 2026/27:
- 40% tax on estates above £325,000
- Extra £175,000 may apply when passing your home to direct descendants
- Spousal transfers can effectively double the threshold
- Gifts made 7+ years before death are generally exempt

IHT affects more estates than many expect so awareness is the first step.


As with all tax matters, individual circumstances may vary and rules can change.
Hearnden & Weston Wealth Management Limited 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 16/06/2026

Address

Avon House, 435 Stratford Road, Shirley
Solihull
B904AA

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