Aimpoint Wealth Partners Ltd

28/10/2025

Aimpoint Wealth Partners Ltd is an Appointed Representative of and represents only St. James Wealth Management Plc (which is Authorised & Regulated by the Financial Conduct Authority).
SJP Approved 28/10/2025

03/01/2024

Surround yourself with stars: why building the right team is critical to growth

For Reece Donnelly, small-business owner and recent contestant on TV’s The Apprentice, building an effective team has played a big part in his success, helping him to hit £1 million turnover after six years of trading.

15/12/2023

https://www.wokingfinancialadviser.co.uk/article/detail/sjpp/building-good-money-habits-in-2024.html

The start of a new year is a perfect time of year to break old money habits and make some new ones. “Getting into good tax and financial habits help make your life so much easier,” says Tony Clark, Senior Propositions Manager at St. James's Place. “The key is to form new habits that make your ...

14/12/2023

Dealing with the financial ‘downs’ of daily life

Life has a habit of lobbing us curveballs, even if we have the best laid plans for our finances. You can’t predict when you’ll need to help your children out, or if you find yourself between jobs unexpectedly. But when you hit one of those bumps in the road, it can damage both your budget, and y...

10/12/2023

The importance of responsible investing

https://wokingfinancialadviser.co.uk/article/detail/sjpp/the-importance-of-responsible-investing.html

06/12/2023

Five things you need to know about Inheritance Tax

https://wokingfinancialadviser.co.uk/article/detail/sjpp/five-things-you-need-to-know-about-inheritance-tax.html

05/12/2023

Giving the whole family a head start this tax year.

https://wokingfinancialadviser.co.uk/article/detail/sjpp/giving-the-whole-family-a-head-start-this-tax-year-end.html

31/10/2023

How Late Is Too Late To Start Saving For Retirement?

Life expectancy has significantly increased over the years. So, it’s important to put a savings plan in place for your future – no matter what age you are. If you’re 60, you could easily live another 30 years - it’s never too late to start saving.

If we’re living longer, there’s a greater need to have sufficient pension savings to fund a longer retirement. Having a range of assets to rely on as a pension will give you options.

When you’re considering your future and what to do with your money, it’s important to make sure you will have enough funds to cover your expenses and maintain a comfortable lifestyle after you stop working.

30/10/2023