Knowledge and Resources

Bulletin – Your Essential Financial Briefing

Read the latest edition of Bulletin here.

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2021 Budget Report

We are pleased to share this overview of the 2021 Budget announced by Rishi Sunak on 3rd March.

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Why should children learn about money?

How can you teach children about money and why is it so important? In this video Rob Gardner, Director of Investments at St. James’s Place, explains why educating children on where money comes from and how to look after it is so key to their future financial security.

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Are you clear on your Tax Allowances?

Tax can be complicated, being sure of your allowances is important. This handy Tax card will help you review allowances for the current tax year (2020-2021) which ends on 5th April 2021. Please do treat this as a guide only and seek Professional advice before making tax decisions. If you want to check that you […]

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Why is compound interest so powerful?

Why is compound interest so powerful? Rob Gardner, Director of Investments at St. James’s Place, explains how it works and why it’s one of the keys to growing your wealth.

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Being a Business Owner In Uncertain Times

Across the UK, businesses small and large have been riding the wave of uncertainty brought with the pandemic, and for many, it’s their first experience with a truly tumultuous period in business. For many business owners, the last significantly detrimental economic event was the 2008 recession, and many of the current businesses, particularly SMEs, haven’t […]

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Retirement do’s and don’ts

Everyone has a different idea of what an ‘ideal retirement’ is, which means the way in which people work towards retirement and plan for it will be different. The best planned retirements are made from great and adaptable investment strategies, long-term goal planning and constant re-configuring to account for changes as they arise. As we […]

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Long-lasting relationships,trust and the importance of communication in financial advice

The most frequently asked questions around how COVID-19 is impacting mortgagors.

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Responsible investment after coronavirus

How the investment community can help advance the environmental gains that have come out of COVID-19

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Ways to help safeguard your financial future

How coronavirus has underlined the importance of always being prepared.

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Sovereign Wealth Limited 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) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. Sovereign Wealth Limited is a Limited company registered in England and Wales, Number 07115386. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.