Rose Associates Financial Planning Ltd

19/03/2026

📈 With oil prices rising in the face of ongoing conflict in Iran, read how the current situation is affecting investment markets in the latest edition of WeekWatch: https://ow.ly/7RJN50Yrlhb

19/03/2026

Are emerging markets making a comeback? 👀

After several challenging years, 2025 marked a turning point with several Asian markets delivering double‑digit returns.

Take a look at what’s behind this reversal and the global factors shaping the landscape: https://ow.ly/X8uN50YsfPV

Past performance is not indicative of future performance.

St. James’s Place Representatives represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

SJP Approved 11/03/2026

29/04/2024

How can I invest for my family’s future? https://www.roseassociatesfp.co.uk/article/detail/sjpp/how-can-i-invest-for-my-familys-future.html

They’re our greatest pleasure, and our top priority, but bringing up children is a costly business. Steep price rises this year have seen the cost of raising a child from birth to 18 rise 10% to £223,256.1

26/04/2024

25/04/2024

How to increase prices safely and successfully: a five-step guide for business owners:
https://www.roseassociatesfp.co.uk/article/detail/sjpp/how-to-increase-prices-safely-and-successfully-a-five-step-guide-for-business-owners.html

There’s no avoiding it. In a period of inflation and higher costs of living, most businesses must raise their prices sooner or later. But it’s often not easy to pass on whole cost increases to your customers.

24/04/2024

Last week's market movements in 7 minuets.
https://www.roseassociatesfp.co.uk/article/detail/sjpp/weekwatch-22-04-2024.html

📈 A survey last year confirmed the chocolate digestive as the UK’s favourite biscuit. So, last week’s news that a fall in the price of chocolate biscuits had contributed to UK inflation hitting its lowest level in two-and-a-half years would have been welcomed by many.
Yet the March fall in inflation to an annual 3.2%, down from 3.4% in February, was less than expected.

22/04/2024

Five things you need to know about Inheritance Tax:
https://www.roseassociatesfp.co.uk/article/detail/sjpp/five-things-you-need-to-know-about-inheritance-tax.html

We all want to do the right thing by our families. Recent research published by St. James's Place revealed more than two-thirds (69%) of SJP clients expect to provide some form of financial support for their family at some point1. And more than one-third of those people expected that support to be i...

18/04/2024

CIO Investment Insights Q2 2024: Making Sense of Valuations: https://www.roseassociatesfp.co.uk/article/detail/sjpp/cio-investment-insights-q2-2024-making-sense-of-valuations.html

In this update, I want to discuss an important principle that guides how we invest: valuations. Valuations are a way to help us ignore the hype and to identify areas of the market that truly represent good value.

17/04/2024

You, your divorce and your taxes:
https://www.roseassociatesfp.co.uk/article/detail/sjpp/you-your-divorce-and-your-taxes.html

Divorce changes everything. It can impact where you live, what you earn or own, your friendships and family, and your own physical and mental wellbeing. While many of the conversations and decision-making during a divorce concern money and assets, the last thing on your mind may be your tax bill.