What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Leonard Wealth Solutions Ltd

Home
United Kingdom
Burnham
Leonard Wealth Solutions Ltd

Chartered Financial Planner helping clients with all aspects of financial planning, jargon free, mak

30/10/2026

When was the last time you reviewed your protection cover? Inflation can gradually erode the value of a fixed payout over time, making regular reviews more important than ever.

🔗 https://www.leonardwealthsolutions.co.uk/article/detail/sjpp/shielding-protection-cover-from-inflation

Leonard Wealth Solutions 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 14/10/2026

Most of us understand that inflation pushes up the cost of everyday essentials, from food shopping to energy bills. But fewer people realise it can also reduce the future value of their protection cover.

15/10/2026

Caring for a loved one can be one of the most rewarding things we do, but it can also take a toll on our own financial wellbeing.

Explore how a financial plan can help you look after your own future while caring for those who matter most.

https://www.leonardwealthsolutions.co.uk/article/detail/sjpp/counting-the-cost-why-caring-shouldnt-mean-losing-yourself

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 21/09/2026

Caring for a loved one, in their old age or poor health, can be hugely rewarding and millions of people across the UK provide unpaid care1.

13/10/2026

Life doesn't always go to plan, and during periods of change it's important to understand the options available to you.

If you own a business, divorce can raise additional questions about ownership, control and long-term financial security. Taking advice early can help you make informed decisions and plan for the future.

🔗 Read more: https://www.leonardwealthsolutions.co.uk/article/detail/sjpp/divorce-proof-your-business

Leonard Wealth Solutions 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 22/09/2026

If you’re a business owner, an additional concern may be whether you will be able to retain control and ownership of the business you’ve worked so hard to create. While the answer isn’t as simple as a guaranteed yes, there are actions you can take to protect your business in divorce – while ...

09/10/2026

When everyone is talking about the same investment opportunity, it's often worth asking why.

Financial bubbles have appeared throughout history, fuelled by innovation, excitement and expectations of what comes next. As interest in AI continues to grow, what lessons can investors learn from previous market manias?

Read more: https://www.leonardwealthsolutions.co.uk/article/detail/sjpp/financial-bubbles-great-stories-but-bad-investments

Leonard Wealth Solutions 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 29/09/2026

Financial markets have a habit of repeating themselves. Every so often, investors become excited about a new technology or industry sector. In response, prices will often rise rapidly, drawing in more buyers and pushing asset prices higher.

07/10/2026

First-time buyer? 🏡

A new scheme has been announced by Prime Minister Andy Burnham that could help
more people get onto the property ladder and purchase their own home. Learn more
about what’s been announced and how it might impact you.

https://www.leonardwealthsolutions.co.uk/article/detail/sjpp/boost-for-first-time-buyers-to-get-on-the-property-ladder

Leonard Wealth Solutions 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 02/10/2026

It will offer government-backed equity loans of 20% to those buying new build homes in England, who have at least a 2.5% cash deposit towards their purchase.

05/10/2026

For many businesses, the impact of a cyber attack can extend far beyond financial loss, affecting operations, customer trust and reputation.

Taking time to review your cyber security measures can help put you in a stronger position should the unexpected happen.

https://www.leonardwealthsolutions.co.uk/article/detail/sjpp/is-your-business-cybersafe

Source: Cyber security breaches survey 2025/2026, UK Government, 30 April 2026

Leonard Wealth Solutions 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).

More than 600,000 businesses have experienced a cyber security breach in the past year, according to the government’s latest figures.1

23/09/2026

What happens if you die without a Will in the UK?

If you die without a Will, the rules of intestacy determine who inherits your estate. For unmarried couples, stepfamilies and cohabiting partners, the outcome may not be what you expected.

This article explains the risks of dying without a Will: https://www.sjp.co.uk/individuals/news/where-theres-a-will-theres-a-say

Will writing involves the referral to a service which is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

Leonard Wealth Solutions 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 17/08/2026

The traditional nuclear family is less common than it once was, with family life today taking many different forms. Families are increasingly more blended than ever before, shaped by relationships, responsibilities and choices. This means having a say on what assets you want to leave to whom – thr...

21/09/2026

You may have noticed bonds making more headlines recently.

Higher bond yields are reflecting growing uncertainty about inflation, interest rates and government debt levels around the world.

This article explains what's happening and why bonds still have an important role to play in many investment portfolios: https://www.leonardwealthsolutions.co.uk/article/detail/sjpp/why-bond-markets-suddenly-matter-again.html

Leonard Wealth Solutions 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 04/09/2026

Government bonds are meant to be boring. Yet recent swings in yields have made headlines across the globe. So, what's changed, and what does it mean for their role in your portfolio?

19/09/2026

For years, many people viewed their pension as more than just a retirement income source.

With most unused pension assets set to become subject to inheritance tax from April 2027, that approach may need revisiting.

This article explores how the rule changes could affect retirement and estate planning decisions, and why many families may wish to review existing plans.

🔗 https://www.leonardwealthsolutions.co.uk/article/detail/sjpp/the-new-retirement-dilemma-preserve-or-spend-your-pension.html

Leonard Wealth Solutions 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 01/09/2026

For years, many people viewed their pension as more than just a source of retirement income. It was also a tax-efficient way to pass wealth on to future generations. But changes coming into force in April 2027 could prompt many families to reconsider their retirement and estate planning.

17/09/2026

Many women face financial challenges that extend far beyond their pay packet.

Career breaks, caring responsibilities and lower lifetime earnings can all have an impact
on long-term savings and retirement income.

This article looks at the factors behind the gender pensions gap and highlights why
understanding these challenges is the first step towards building greater financial
confidence and resilience.

👉 Learn more: https://www.leonardwealthsolutions.co.uk/article/detail/sjpp/closing-the-gap-women-pay-and-pensions.html

Leonard Wealth Solutions 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 24/08/2026

The gender pay gap is stubbornly high, with women receiving an average of 7% less than men for full-time work. Women are also more likely than men to take career breaks to care for family members. Both factors play a big part in causing further financial inequality during women’s lives.

Address

Dorney House, 46-48 High Street
Burnham
SL17JP

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.leonardwealthsolutions.co.uk/

Alerts

Be the first to know and let us send you an email when Leonard Wealth Solutions Ltd posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.