MJW Financial Planning Limited

20/05/2022

We know you are probably sick of the sight of her but a massive congratulations to our Operations Manager Amy who has achieved GOLD standard with St. James's Place Wealth Management today.
Amazing Amy well done!! 🤩🤩🤩

16/05/2022

Another HUGE well done to Amy for passing her Savings and Investments exam today. Keep it up. 👏👏👏

14/04/2022

A huge well done to our Operations Manager Amy today for passing her Family Protection exam. We knew you could do it. 🥂🍾

08/03/2022

International Women's Day (IWD) is a global day that celebrates women's achievements, raises awareness against bias and calls for collaborative action against inequality. In doing so, it seeks to highlight positive role models, increase female visibility, and accelerate gender parity. This year's theme is where next week we will be celebrating the theme in a virtual conference.

At SJP, we want to build a community with equal opportunities where everyone has a clear purpose and feels valued, and gender equality is a key part of this. We invite everyone to join us in recognising International Women’s Day this year, because it is only together that we can create a more inclusive workplace for everyone.

We're celebrating IWD a little later this year, due to our Annual Company Meeting taking place just after 8th March, next week we will be sharing some helpful resources so keep an eye out on a social media for more updates

14/02/2022

We are looking for an experienced ‘Salesforce’ administrator to work in the Finance industry. Excellent rates of pay. Office in Stanley town centre DH9.

Please DM if interested.

09/02/2022

How to make an ISA work harder for you
ISAs are a popular ingredient for planning the financial future you want

31/01/2022

Increasing your pension contributions each month.
Here's what a little extra in your pension every day could look like when you get to retirement.

26/01/2022

Don’t waste the ingredients that make your money work harder for you. Make sure you make the most of this year’s tax allowances before their use-by date.

19/01/2022

It’s important to understand your financial targets and how to achieve them. Making the best use of your tax allowances, exemptions and reliefs before their use-by date (the end of this tax year on 5 April) could help get you there sooner.
Tax-efficient pensions and Individual Savings Accounts (ISAs) are important options when it comes to creating a more secure financial future.
If you’re thinking about how to pass your wealth to loved ones, look at ways to reduce the Inheritance Tax on your estate, such as gifting money to children or grandchildren.

Whatever your financial goals, don’t miss this year’s use-by date for your tax allowances

11/01/2022

With pandemic-related uncertainty stretching into another year, getting into some good tax habits can give you valuable peace of mind.
Are you missing out on important benefits? Don’t wait until the tax-year end to find out.
From organising your paperwork and downloading the HMRC app to making an appointment with an adviser, there are simple steps you can take to get the New Year off to a positive start.

04/01/2022

Hope all of our clients, friends and family had a lovely Christmas and New year. Just to let you know the office is back open