M. Stevenson Wealth Management

14/06/2026

🛒 Doing your weekly shop?

If you're heading to Tesco, please don't forget to pick up your Blue Token and pop it into our box! 💙

Every token helps us raise valuable funds for our girls' pathway, helping us provide more opportunities for girls to get involved, develop their skills and enjoy their cricket.

It's completely free, takes just a second, and could make a huge difference.

Thank you for your support! 🏏💙

22/05/2026

3 days ago The Pensions Commission published its Interim report. Final recommendations will come in 2027.

The findings highlight that action is needed.

The Commission examined why tomorrow’s retirees are on track to be poorer than today’s with too many working age adults are saving nothing at all into a pension

IS IT TIME TO DO SOMETHING ABOUT IT?

The Pensions Commission has today (19 May) published its interim report on the state of retirement saving in the UK, setting out the key challenges facing the current system and where it will focus its work next.

20/05/2026

A great weekend at The Warwickshire for our annual golf trip, with some challenging but superb courses and plenty of competitive golf.

A huge thank you to Paul W Martin for organising another fantastic event. Congratulations to first-time team champion Mike Chadderton on lifting the Claret Jug, and to our new individual champion (who just happened to be the weekend’s shirt sponsor!) for taking the top honour.

Already looking forward to next year! ⛳🏆

13/05/2026

We help private individuals and business owners build their clear plan to achieving the lifestyle they dream of. Whether it's your first steps or simply your next step, the advice we provide will be bespoke and tailored to your objectives.

M.Stevenson Wealth Management aims to build long term relationships with clients to tackle the most difficult financial hurdles in life for you and your family and their futures.

If you wish to make the next step, lets start a conversation

27/04/2026

What is it that I actually do?

I help people make sense of their finances — not just one piece, but the whole picture. From investments and pensions to protection and long-term planning, I take a holistic approach so everything works together to support your goals and your life.

Clear advice. Personal to you. Built for the future.

You can contact me by email, Messenger, WhatsApp or phone — whichever suits you best. Even if you're unsure whether I can help you, you may be surprised what a simple question could lead to.

I am an appointed representative of St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

31/03/2026

Last week's market update in 6 minutes: https://ow.ly/7PKx50YACmM

📊 With the Iran conflict now entering its fifth week, the ability of the UK economy to withstand a prolonged economic shock is coming into increasing focus.

💲 While the price of gold has fallen from over $5,000 per ounce since the start of the Iran conflict to under $4,500, the dollar has moved in the opposite direction.