IWM Wealth Management Ltd

18/10/2025

🫧Are we in the middle of another financial bubble?

Financial bubbles are nothing new, but their warning signs are often ignored until it’s too late. With current asset prices under scrutiny, could we be heading for another downturn?

Explore the signs and psychology behind financial bubbles in our latest article: https://ow.ly/5OJX50XbaRH

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

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 14/10/2025

17/10/2025

We’re incredibly grateful to our clients and guests who joined us at Porsche Centre Newport for our annual event. Your continued trust and support mean the world to us. The evening was our way of saying a heartfelt thank you.

A special thank you to Jason Mohammed for hosting the evening with such energy and professionalism.

And a big shoutout to Sharon and Tina, key members of our support team, the event simply wouldn’t have been possible without your hard work and dedication.

Here’s to another year of shared success, strong partnerships, and exciting opportunities ahead!

24/10/2024

09/06/2024

Look out for Andy and Lewis who feature in today’s issue of The Mail On Sunday as Top Rated Financial Advisers for 2024. Another huge achievement, showcasing the quality of advice they are provider to clients.

17/03/2023

What an achievement, back to back Top Rated advisers. Look out for Andy and Lewis who'll feature in tomorrow's The Times newspaper as Top Rated Financial Advisers 2023.

02/03/2023

Great St David’s Day yesterday. It couldn’t have been at a more fitting venue with some of our SJP Partners. Our Guest Speakers were, clients Matty Jones Wales U21’s football manager, along with his wife Lisa. We were also privileged to have rugby legend Ryan Jones.

16/11/2022

Our Client FIFA World Cup Insights event with Matty Jones Wales U21s Manager and Kyran Jones Professional Boxer giving us a talk on his career. A great evening enjoyed by everyone. Good Luck to The Welsh Team in Qatar. 🏴󠁧󠁢󠁷󠁬󠁳󠁿

28/03/2022

What an achievement. Andy and Lewis featured in The Times on Saturday as top rated financial advisers in the UK.

19/11/2021

A great day yesterday at The Brogue Trader 6th Beaujolais day event with some clients and friends. Raised over £50k for the City Hospice. Thanks to everyone who came along and donated to a fine and worthy cause.

26/10/2021

What a great evening we had at Smallbone Knightsbridge with Weatherbys Private Bank. Thank you to Chris Fallows who showcased his limited edition photographs.
We are proud to have such a great working relationship with Weatherbys to help meet our clients banking needs.