Wells & Co Financial Planning

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

There are early signs of change in how younger women are engaging with financial planning.St. James’s Place’s Women and ...
01/09/2026

There are early signs of change in how younger women are engaging with financial planning.

St. James’s Place’s Women and Wealth report, carried out by Opinium, shows that 44% of women aged 18–34 have a financial plan in place, compared with lower levels among older age groups.

The findings suggest a shift in engagement that may develop over time, although the overall picture remains mixed. Read the full report: https://www.sjp.co.uk/individuals/how-can-we-help/tools-information/financial-health-report

On behalf of St. James’s Place, Opinium surveyed 6,000 UK adults between 17 March and 9 April 2026. The data is weighted to be representative of the UK adult population.

Wells & Co. Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (authorised and regulated by the Financial Conduct Authority).

SJP Approved 22/06/2026

Losing a partner, a parent, or going through a divorce, are among the most difficult life experiences you can face. It c...
28/08/2026

Losing a partner, a parent, or going through a divorce, are among the most difficult life experiences you can face. It can happen quickly too, without much warning. Not only will there be strong and complex emotions to deal with, but for many women it means a sudden and significant change to their finances.

For some women it might be the first time they’ve had to manage a property, investments, or a large sum of cash on their own.

Making decisions about your wealth at such pivotal points in life can be stressful and overwhelming. So how can women be confident they’re making the right choices for their future when their finances change
overnight?

Read more: https://partnership.sjp.co.uk/barrywells/article/detail/sjpp/when-finances-change-overnight-inheritance-divorce-and-new-responsibilities

Talking about money shouldn't be a taboo subject. In fact, it opens the door to understanding and trust, especially amon...
26/08/2026

Talking about money shouldn't be a taboo subject. In fact, it opens the door to understanding and trust, especially among younger clients or couples.

Whether it’s discussing savings for a future holiday, planning for children’s education, or setting up a solid retirement plan, bringing money conversations into the open helps build understanding.

Have you found ways to start money talks with those closest to you?

Feeling a bit lost in financial decisions? You're definitely not the only one. Personalised financial advice can really ...
25/08/2026

Feeling a bit lost in financial decisions? You're definitely not the only one. Personalised financial advice can really help clear things up.

When your financial plan matches your life goals, it takes away some of that stress and helps you feel more secure. Suddenly, you're in a much better position to enjoy the things you love, from spending time with family to exploring your hobbies.

How has being more aware of your finances changed your day-to-day life?

What happens when AI gets a body?Unitree Robotics, a Chinese maker of humanoid robots, staged a successful listing in Sh...
24/08/2026

What happens when AI gets a body?

Unitree Robotics, a Chinese maker of humanoid robots, staged a successful listing in Shanghai last week, with its share price rising 460% on its first day of trading. The company recently unveiled “Superman”, able to jump two metres and run at over twelve metres per second. While profitable, traditional metrics reveal Unitree to be highly valued, trading on a historic price-earnings ratio of 900x and a price-to-sales ratio of 147x. Despite this, the company’s $50 billion-plus value reflects high expectations as investor attention in AI widens beyond software-based large language models (LLMs), semiconductors and cloud storage to physical applications. Read more: https://partnership.sjp.co.uk/barrywells/article/detail/sjpp/weekwatch-24-08-2026

Feeling confident about your finances can make all the difference. 📈 When you believe in your financial choices, you're...
20/08/2026

Feeling confident about your finances can make all the difference. 📈

When you believe in your financial choices, you're more likely to make informed decisions that align with your goals. Saving for a family holiday or planning for retirement can be less daunting when you understand your options.

Building financial confidence isn't just about the numbers; it's about feeling secure and knowledgeable.

How do you feel confident in your financial decisions?

How do you make a financial plan, when the world is so uncertain? With the Iran-US conflict now in its sixth month, a fl...
20/08/2026

How do you make a financial plan, when the world is so uncertain? With the Iran-US conflict now in its sixth month, a flurry of reports of a possible peace deal, swiftly followed by a resumption in hostilities, have left investors baffled as to what happens next. With no sign of an end to the ‘on again, off again’ status, we look at how best to survive recent – and ongoing – volatility.

When the US and Israel first launched strikes on Iran in late February, the global economy faced a fresh bout of uncertainty. With its ability to potentially close all shipping through the Strait of Hormuz, a key transit route for a significant share of the world's oil and fertiliser exports, there was an initial jump in energy prices.

There were widespread concerns about the impact of the conflict on price rises, particularly as inflation was already above its long-term target in numerous developed market economies.

Read more: https://partnership.sjp.co.uk/barrywells/article/detail/sjpp/keeping-perspective-as-the-iran-conflict-resumes

"Buying your first home can be a bit nerve-wracking, can’t it? Help to Buy ISAs and Lifetime ISAs might just ease that p...
19/08/2026

"Buying your first home can be a bit nerve-wracking, can’t it? Help to Buy ISAs and Lifetime ISAs might just ease that process a little.

With a Help to Buy ISA, there’s a nice 25% government bonus on your savings to bump up your deposit – perfect if you’ve got your eye on a specific property.

The Lifetime ISA also gives you a government bonus, but it’s flexible enough to help with retirement too.

Do keep in mind that both have limits and some specific requirements.

Have you thought about how these ISAs could fit into your plans? "

"Tax planning isn't just for the wealthy – it's for everyone! No matter your income, making savvy tax decisions can be a...
18/08/2026

"Tax planning isn't just for the wealthy – it's for everyone! No matter your income, making savvy tax decisions can be a game changer.

Think about it: whether it's saving for a holiday or helping the kids with school fees, understanding your tax options can help you keep more money in your pocket. A little planning today can mean extra cash when it matters most.

How could tax planning support your financial goals?

"

AI earnings help fuel record S&P 500The S&P 500 reached a record high this week buoyed by low US producer and consumer i...
17/08/2026

AI earnings help fuel record S&P 500

The S&P 500 reached a record high this week buoyed by low US producer and consumer inflation readings in July indicating inflationary pressures are being contained. A stream of strong AI earnings releases reinforced bullish sentiment.

Although markets are indicating a near 70% chance that the US central bank will keep interest rates at their current level next month, SJP’s Chief Economist Hetal Mehta notes the recent inflation breakdown shows “quite a big jump in the price of computers and other AI-related equipment. This AI buildout isn’t necessarily all positive for the economy.” A further cloud was that US retail sales data for July was weaker than expected but the S&P 500 and Nasdaq still managed to end the week in positive territory on receding rate hike expectations.

Read more: https://partnership.sjp.co.uk/barrywells/article/detail/sjpp/weekwatch-17-08-2026

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