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.

Thinking about your financial future? 💭 It’s always a good time to build strong habits into your planning – and one powe...
02/06/2026

Thinking about your financial future? 💭

It’s always a good time to build strong habits into your planning – and one powerful strategy to consider is tax-efficient gifting. 🎁

Supporting your children or grandchildren in this way not only helps them today but also sets the foundation for their long-term financial security.

Making IHT planning part of your routine is a simple step toward giving your family greater confidence for the future.

Let’s explore how this could work for you.

Taxation rules can change at any time and are dependent on individual circumstances.


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 12/03/2026

Good habits pay off - especially when it comes to tax planning. ⏳ The Capital Gains Tax (CGT) allowance remains £3,000, ...
26/05/2026

Good habits pay off - especially when it comes to tax planning.

⏳ The Capital Gains Tax (CGT) allowance remains £3,000, and with higher rates now in place, staying proactive can make a real difference to your long-term financial position.

If you’re considering selling property or other valuable assets, it’s worth taking a moment to pause and plan.

A few smart steps can help you:

Make full use of your allowance

Avoid paying more tax than you need to

Protect the wealth you’ve worked hard to build

Financial planning isn’t just about today - it’s about building habits that give you confidence, clarity and control over your future.

🏁 If you’re ready to take the next step, lets get ahead together.

Taxation rules can change at any time and are dependent on individual circumstances.

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 12/03/2026

📅 It’s always a good time to make the most of your ISA allowance and build lasting financial habits. Whether you’re focu...
18/05/2026

📅 It’s always a good time to make the most of your ISA allowance and build lasting financial habits.

Whether you’re focused on 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 give yourself greater financial confidence.

Small steps now can lead to great 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.

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 12/03/2026

The start of a new tax year is a useful moment to take stock.With tax thresholds frozen and living costs still elevated,...
15/05/2026

The start of a new tax year is a useful moment to take stock.

With tax thresholds frozen and living costs still elevated, making the most of available allowances has become increasingly important.

This article explores how priorities can change at different life stages and why regular reviews — whether early in a career or approaching retirement — can help financial plans stay aligned with long term goals.

🔗 Read more:https://www.hearndenandwestonwm.co.uk/article/detail/sjpp/new-tax-year-maximising-opportunities-at-every-life-stage.html

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 1/5/2026

Good habits pay off - especially when it comes to tax planning.The Capital Gains Tax (CGT) allowance remains £3,000, and...
13/05/2026

Good habits pay off - especially when it comes to tax planning.

The Capital Gains Tax (CGT) allowance remains £3,000, and with higher rates now in place, staying proactive can make a real difference to your long-term financial position.

If you’re considering selling property or other valuable assets, it’s worth taking a moment to pause and plan.

A few smart steps can help you:

· Make full use of your allowance

· Avoid paying more tax than you need to

· Protect the wealth you’ve worked hard to build

Financial planning isn’t just about today - it’s about building habits that give you confidence, clarity and control over your future.

If you’re ready to take the next step, lets get ahead together https://www.hearndenandwestonwm.co.uk

Taxation rules can change at any time and are dependent on individual circumstances.

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 12/03/2026

What is an Asset class?An asset class is a grouping of assets, such as equities, bonds, and property, that share charact...
06/05/2026

What is an Asset class?

An asset class is a grouping of assets, such as equities, bonds, and property, that share characteristics.

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: 30/1/2026

Thinking about your financial future?It’s always a good time to build strong habits into your planning – and one powerfu...
29/04/2026

Thinking about your financial future?

It’s always a good time to build strong habits into your planning – and one powerful strategy to consider is tax-efficient gifting.

Supporting your children or grandchildren in this way not only helps them today but also sets the foundation for their long-term financial security.

Making IHT planning part of your routine is a simple step toward giving your family greater confidence for the future.

Let’s explore how this could work for you: https://www.hearndenandwestonwm.co.uk

Taxation rules can change at any time and are dependent on individual circumstances.

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 12/03/2026

Recent global events have created a more uncertain backdrop, and some SMEs say conditions feel tougher than earlier in t...
27/04/2026

Recent global events have created a more uncertain backdrop, and some SMEs say conditions feel tougher than earlier in the year.

At the same time, the experience of navigating Brexit, Covid‑19 and wider global challenges has helped many businesses build resilience and sharpen their focus.

This article highlights how many business owners are feeling right now, and why understanding what your business needs to deliver remains key in a more volatile environment.

🔗 Read more on the News tab of our website.

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 19/3/2026

What is Active investing?Active investing involves fund managers making active decisions over what to invest in.Hearnden...
22/04/2026

What is Active investing?

Active investing involves fund managers making active decisions over what to invest in.

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: 30/1/2026

📅 As the new tax year begins, check you’re making the most of your personal allowances and reliefs. This round-up walks ...
20/04/2026

📅 As the new tax year begins, check you’re making the most of your personal allowances and reliefs.

This round-up walks through the important tax changes, for individuals and businesses, to help you plan for the year ahead and beyond: https://www.hearndenandwestonwm.co.uk/article/detail/sjpp/new-tax-year-round-up-of-rate-and-allowance-changes.html

Taxation rules can change at any time and are dependent on individual circumstances.

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 17/4/2026

Address

Avon House, 435 Stratford Road, Shirley
Solihull
B904AA

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