Wells & Co Financial Planning

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

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?

Millions of UK savers are doing the right thing by putting money aside.But many are stopping one step short.Recent resea...
05/05/2026

Millions of UK savers are doing the right thing by putting money aside.

But many are stopping one step short.

Recent research highlights a clear pattern. Around 10 million people say they’re interested in investing, yet don’t take action. For many, it’s not about a lack of money. It’s uncertainty.

Investing can feel complex. It can feel unfamiliar. And for some, it still feels like something “other people” do.

What’s interesting is how much of a difference simple conversations can make. Nearly 40% of savers say they’d be more likely to invest after talking about it with someone they trust. Yet most people rarely discuss investing at all.

That gap between interest and action is where the opportunity lies.

Clear, relatable examples and everyday language can help make investing feel more accessible. Breaking long-term goals into smaller steps can also make the journey feel more manageable.

Ultimately, helping people feel more confident and comfortable is key to changing behaviours over time.

Read more: https://partnership.sjp.co.uk/barrywells/article/detail/sjpp/strong-uk-savings-culture-but-persistent-investment-gap

US markets continue to rise despite ongoing US-Iran 'tug of war'Upbeat sentiment towards technology and AI, together wit...
27/04/2026

US markets continue to rise despite ongoing US-Iran 'tug of war'

Upbeat sentiment towards technology and AI, together with another strong week of corporate earnings supported US markets. The S&P 500 and Nasdaq Composite indices rose to new highs. Almost one third of companies in the S&P 500 have so far reported first quarter earnings, with the proportion reporting positive earnings surprises higher than average.

Chip manufacturers were sought out by buyers, fuelling upbeat investor sentiment across the technology sector. Investors believe these companies will play a crucial role as the use of AI broadens and competition between the main players intensifies.

Carlota Estragues Lopez, SJP’s equity strategist, commented on the US market’s narrow reliance on technology since the war started. Traditional hedges such as fixed income and gold have not worked as well as they have historically. She added: “This greater uncertainty has meant investors have been reluctant to sell risk to avoid being surprised on the upside.”

Read more: https://partnership.sjp.co.uk/barrywells/article/detail/sjpp/weekwatch-27-04-2026

“Stagflation” is a term that’s starting to reappear - but what does it actually mean?It describes a period where inflati...
21/04/2026

“Stagflation” is a term that’s starting to reappear - but what does it actually mean?

It describes a period where inflation is rising, while economic growth and employment weaken. That combination can create challenges for both policymakers and investors.

Recent global events have increased pressure on prices, while growth expectations have softened. It’s a complex backdrop, and there isn’t always a clear path forward.

Periods like this can feel uncomfortable, particularly as different asset classes may react in different ways.
cash also carries its own risks when inflation is high, as purchasing power can be eroded over time.

As ever, uncertainty is part of investing, and markets have navigated a wide range of environments before.

The value of investments may fall as well as rise, and you may get back less than you invested.

Read more: https://partnership.sjp.co.uk/barrywells/article/detail/sjpp/what-might-stagflation-mean-for-you

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