Hadlow Edwards Wealth Management Ltd.

03/06/2026

Planning for the future is so important - and the earlier you start thinking about it the more time you'll have to plan and enjoy the later stages of your life with ease!

Mike Williams - Financial Planner can help you understand your options and work with you to suit your goals!

💷 Pension rules are changing in 2027… so now might be the perfect time to give your retirement plans a quick health check 😊
From 2027, most unused pensions and death benefits could become part of your estate for Inheritance Tax purposes — which means it may be time to dust off those retirement plans and actually read the paperwork you’ve been ignoring 👀

The good news?

Planning ahead now can make a huge difference later. A quick review today could help protect more for your loved ones tomorrow ❤️

📌 Things worth checking:
✔️ Your pension beneficiaries
✔️ Your will
✔️ Your overall estate plan
✔️ Whether your current strategy still makes sense

No need to panic — just don’t leave it until “future you” has to deal with it 😄

📞 If you’d like to arrange a no obligation, pension review, feel free to get in touch for an initial discussion. No pressure. Just a conversation to see where you’re at and how I might be able to help.

07985 744780
01978 311611
[email protected]


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Taxation rules can change at any time and are dependent on individual circumstances.

Will writing involves the referral to a service that is separate and distinct to those offered by St. James’s Place and is not regulated by the Financial Conduct Authority.
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Hadlow Edwards is a trading name of Hadlow Edwards Wealth Management Ltd.

Hadlow Edwards Wealth Management Ltd 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 31/05/2026

01/06/2026

We had a wonderful visit from the travelling Brian Spencer last week!

All the way from Calgary, Canada, Brian is a Wrexham fanatic! So while he's here in the local area seeing new and old friends, we invited him in to the Hadlow Edwards office for a little tour of the building and a crash course in the history of the original brewery.

It was a lovely visit and we can't wait to see him when he next hops the pond ✈🌎⚽🍻

29/05/2026

What is Equity?

Equity is the term for a share of ownership in a company, also known as a stock, which is listed and traded openly on a stock exchange.

Hadlow Edwards 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: 30/1/2026

28/05/2026

Many UK savers are interested in investing but hesitate to take the next step.

This article explores why investment confidence remains a challenge, and how open conversations and normalising investing could encourage more people to get involved over time.

🔗 Read more: https://www.hadlowedwards.co.uk/article/detail/sjpp/strong-uk-savings-culture-but-persistent-investment-gap.html

The value of your investment can go down as well as up. You could get back less than you invested.

Hadlow Edwards 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 5/5/2026

26/05/2026

We're looking forward to cheering Nathan Maguire on during the Commonwealth Games later this year!

26/05/2026

It may be BBQ weather, but we're back in the office and looking forward to hearing from you 😉

Speaking about the office, we have an office update for you to kick-start the week!

One of our Financial Advisors, Stuart Williams, has completed one year with us here at Hadlow Edwards! 🥳

We're thrilled that Stu is with us, he really is the office whirlwind! Always buzzing around speaking with clients in between taking sweets from the teams.

Congratulations Stuart!

23/05/2026

What is Capital Gains Tax? 🤔

Capital Gains Tax (CGT) is a tax on the profit when you sell or dispose of something that has increased in value. Items subject to CGT are known as ‘chargeable assets’.

Hadlow Edwards 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: 30/1/2026

22/05/2026

Check out this amazing testimonial from our client, 🌟

Nathan joined us as a client last year. As a self-employed professional athlete, it was important for him to start saving into a pension for his future and, as a husband and father-to-be, he wanted a home and a good start for his young family.

If you would like to discuss your goals and create a financial plan for your future, feel free to get in touch.

📞01978 311611
💻www.hadlowedwards.co.uk/contact



Hadlow Edwards is a trading name of Hadlow Edwards Wealth Management Ltd.

Hadlow Edwards Wealth Management Ltd 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

SJP Approved 06/05/2026

21/05/2026

Rising costs and continued uncertainty are putting pressure on household finances. 🌧️

But research from the 2026 Financial Health Report shows that people who actively plan and invest for the long term tend to feel more resilient and confident about their money.

Explore the key findings from the latest Financial Health Report: https://www.hadlowedwards.co.uk/article/detail/sjpp/financial-health-report-financial-resilience-falls-but-a-plan-can-boost-confidence.html

On behalf of SJP, Opinium surveyed 6,000 UK adults between 17 March and 9 April 2026. Quotas and post-weighting were applied to the sample to make the dataset representative of the UK adult population.

Hadlow Edwards 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 14/5/2026

18/05/2026

Happy Monday everyone!

With another week, another work anniversary 🎉

This month may be filled with work anniversaries, but this is a really special one. Jon, our in-house mortgage advisor has been with Hadlow Edwards for 10 years!

Jon is truly an amazing colleague, loves a laugh, enjoys a brew at any time of the day, and keeps moral high on the tough days. We can't wait to see what we can achieve over the next 10 years 🙌