M&D Wealth Management Ltd

07/07/2026

26/02/2026

I remember when I was a Boy Scout and our moto "Be prepared". I still use this today, do you?

Preparing for the unexpected: protecting your income in illness

05/11/2025

Budget rundown - the ins and outs of the red box | register for our webinar on 28 November

Join our live expert webinar as we break down the key announcements from the Chancellor’s Budget and what they mean for your finances.

🗓 Friday 28 November 12:30–13:30 Zoom Webinar Open to clients and prospects

Featuring: Hetal Metha | Chief Economist, St. James’s Place
Claire Trott | Head of Advice, St. James’s Place
Niki Patel | Tax & Trusts Specialist, St. James’s Place

🎙 Hosted by Iain McLeod | Head of Private Clients, St. James’s Place

We’ll cover:
•
The broad economic implications
•
Potential tax threshold changes
•
Pensions and allowance updates
•
ISA and savings incentives
•
Inheritance Tax and trust planning
•
Support for families, high earners and business owners
•
Immediate actions to consider

Register now and get the clarity you need - https://lnkd.in/eak5u_9x

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

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

Trusts are not regulated by the Financial Conduct Authority.

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 21/10/2025

This link will take you to a page that’s not on LinkedIn

30/10/2025

pension myths

Seven pension myths busted: What savers often overlook about their retirement pot

23/09/2025

https://www.linkedin.com/posts/vouchedfor_vouchedforguide-topratedadviser-financialadviser-activity-7376265164532113408-3qy2?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA5Ny0ABqIoab44NQW4z7FwSK9UlCysfpng

As always a big thank you to my awesome clients for taking time out to review my services.

We’re proud to celebrate these advisers, who have secured their place in the 2026 Guide to Top Rated Financial Advisers on the basis of verified client reviews. Advice is about more than numbers - it’s about trust, guidance, and helping clients feel secure in their decisions. The feedback speaks...

29/08/2025

Does diversification still matter?

In the age of US and tech dominance does diversification still matter?

16/04/2025

Navigating the world of pensions can be a daunting task and many individuals feel unprepared for their financial futures. We’re calling for a national conversation on the importance of proactive pension planning to help empower people to secure the lifestyle they want in retirement.

09/02/2025

Business owners, a quick 5 minute read could make your business more tax efficient....

Tax planning strategies business owners should know

30/01/2025

Are you maxing out your tax allowances?

How you can maximise your pension contribution

17/01/2025

Tax Year End ready?

What the Autumn Budget means for tax year-end