Wells & Co Financial Planning

Wells & Co Financial Planning In a world of faceless apps and call centres, we provide the personal touch.

Money isn’t just about numbers; it carries a weight of emotions that can shape our lives deeply. Whether it’s planning a...
24/06/2026

Money isn’t just about numbers; it carries a weight of emotions that can shape our lives deeply.

Whether it’s planning a dream holiday or setting aside funds for children’s education, the way we perceive money touches our hopes, fears, and dreams.

As a financial adviser, I make it a priority to understand these feelings. It’s not just about balance sheets; it’s about helping clients feel secure and confident in their financial decisions. How do you view the emotional side of money?

After completing her apprenticeship, Phoebe has stepped up to run client servicing. It's inspiring to see how someone ca...
22/06/2026

After completing her apprenticeship, Phoebe has stepped up to run client servicing. It's inspiring to see how someone can thrive and make a real impact in the industry after leaving school to pursue hands-on experience.

Her growth reminds us all of the value of practical skills and determination in the workplace. How has your journey shaped your role?

The US and Iran have agreed on a framework peace agreement, announced late on Sunday and due to be signed later this wee...
17/06/2026

The US and Iran have agreed on a framework peace agreement, announced late on Sunday and due to be signed later this week. The memorandum of understanding, which sent markets soaring on Monday morning, should see the immediate toll-free opening of the Strait of Hormuz.

Oil prices fell nearly 4% in early Asian trading, while equity markets jumped.

While the ceasefire news has cheered investors, some uncertainty remains. In some ways, it marks a new phase of negotiations, as the deal now gives the two sides time to haggle on the ‘finer’ points of the deal (including around Iran’s nuclear stockpile). There are also questions about the damage already done to regional infrastructure.

Read more: https://partnership.sjp.co.uk/barrywells/article/detail/sjpp/weekwatch-15-06-2026

Wishing everyone a fantastic bank holiday weekend! ☀️ It's a great time to relax a bit and enjoy some quality moments wi...
22/05/2026

Wishing everyone a fantastic bank holiday weekend! ☀️ It's a great time to relax a bit and enjoy some quality moments with loved ones. Whether you’re planning a fun day out or simply indulging in a good book at home, I hope it brings you joy and recharge for the week ahead. What are you up to this weekend? 🏖️

Meet Olivia, our dedicated practice manager with nearly a decade of experience! 🌟 Her expertise ranges from ensuring dai...
18/05/2026

Meet Olivia, our dedicated practice manager with nearly a decade of experience! 🌟

Her expertise ranges from ensuring daily operations run smoothly to making every client feel valued. It’s truly inspiring to witness her commitment to assisting others with their financial needs.

Have you had the chance to meet her yet?

Ever thought about the joy in financial planning? It's not just about reaching a specific goal but cherishing the lesson...
15/05/2026

Ever thought about the joy in financial planning?

It's not just about reaching a specific goal but cherishing the lessons and growth along the way. When clients take the time to savour each step, they find the experience enriching and less stressful.

It's all about finding bliss in the process, crafting a fulfilling life rather than just ticking off boxes. Remember, it’s the moments that shape our financial journey that truly matter.

How do you celebrate your milestones?

Having a financial plan can make a meaningful difference to how people feel about their finances.Recent research shows t...
15/05/2026

Having a financial plan can make a meaningful difference to how people feel about their finances.

Recent research shows that those with a plan are more than three times as likely to say their financial situation has improved over the past year and far less likely to say it has worsened.

A good plan isn’t about removing uncertainty altogether. It’s about providing clarity, direction and confidence, whatever the future brings.

Read more: https://www.sjp.co.uk/individuals/how-can-we-help/tools-information/financial-health-report

Wells & Co. Financial Planning 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 13/05/2026

Hearing positive feedback from clients is always uplifting! It reminds us why we do what we do. One client recently shar...
14/05/2026

Hearing positive feedback from clients is always uplifting! It reminds us why we do what we do. One client recently shared their appreciation for the guidance and support we have provided. It’s rewarding to see how proper financial planning can genuinely make a difference in someone’s life. Have you had a moment like this that reaffirmed your purpose?

The American dream is beginning to look more tarnished. The US-Iran war, combined with volatile and unpredictable behavi...
13/05/2026

The American dream is beginning to look more tarnished. The US-Iran war, combined with volatile and unpredictable behaviour by the US president and his administration, have taken the shine off. Meanwhile the divide between the ‘haves’ and the ‘have nots’ is growing ever larger. We look at what this might mean for investments in the region.

Read more: https://partnership.sjp.co.uk/barrywells/article/detail/sjpp/the-special-k-shaped-economy

Meet Barry Wells, the force behind Wells & Co. With 30 years in the game, he’s seen it all and always brings a personal ...
05/05/2026

Meet Barry Wells, the force behind Wells & Co. With 30 years in the game, he’s seen it all and always brings a personal touch to financial advice. Barry believes that understanding your options shouldn’t be daunting. His approach focuses on what truly matters - helping you make informed decisions that suit your life goals. If you're looking for a friendly guide in your financial journey, Barry’s the one to talk to.

What’s the biggest financial goal you have in mind?

Address

Southgate Chambers, 37/39 Southgate Street
Winchester
SO239EH

Opening Hours

Monday 10am - 5pm
Tuesday 10am - 5pm
Wednesday 10am - 5pm
Thursday 10am - 5pm
Friday 10am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Wells & Co Financial Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category