Howitt Wealth Management Ltd

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Conwy, Wales
Howitt Wealth Management Ltd

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25+ years’ experience • Personal & tailored advice
“Wherever you are in life, we’ll help you plan, grow & protect your financial future”

04/11/2026

Every conversation about money counts.

This Talk Money Week, we’re encouraging everyone to feel more confident talking about their finances. Whether it’s budgeting, saving or planning for the future, small conversations can make a big difference.

🔗 Read our latest insight to discover why talking about money matters: https://www.howittwm.co.uk/article/detail/sjpp/talk-money-week-it-all-counts

03/11/2026

Your finances should support the life you want to live.

From career breaks and family life to building wealth and planning for retirement, women can face different financial challenges at different stages of life. That's why having a financial plan that reflects you matters.

At Howitt Wealth Management, we believe in making financial conversations clear, personal and centred around your goals helping you understand your options and feel more confident about the decisions ahead.

31/10/2026

When life changes, having the right financial support matters.

Losing a loved one can bring emotional challenges alongside difficult financial decisions.

We recently helped a client navigate her finances, investments and pensions following the loss of her husband - providing clarity, guidance and support during a challenging time.

Because financial planning is about more than money. It’s about helping you feel informed, supported and confident about the future, whatever life brings.

28/10/2026

New rules could have important implications for how you pass on your business and wealth to the next generation.

Our latest insight explores what these changes could mean for your succession strategy and why reviewing your financial plans is so important.

📰 Read the full article to understand what you need to consider:
https://www.howittwm.co.uk/article/detail/sjpp/business-owners-could-new-pension-and-iht-rules-affect-your-succession-plans

26/10/2026

Financial advice is about more than numbers. It’s about people.

We’re so grateful for this lovely feedback about Andrea, highlighting her expertise, warmth and the trusted relationships she builds with her clients.

We believe the best financial planning starts with understanding you.

26/10/2026

Howitt 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) 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

SJP Approved 26/10/2026

23/10/2026

Because some conversations are better face-to-face.

At Howitt Wealth Management, we believe great financial planning starts with great relationships.

In a world where so much happens online, we still value sitting down together, having a proper chat and taking the time to understand what really matters to you.

21/10/2026

Women-led. Relationship-focused. Here for you.

At Howitt Wealth Management, we’re proud to be a women-led business built on experience, trust and a personal approach to financial planning.

Today, we’re shining a spotlight on Heidi Anderson, our Office Manager & PA.

With 20 years of experience in retail banking before joining in 2016, Heidi plays a vital role in the day-to-day running of our office and supporting Andrea to deliver the high level of service our clients deserve.

For Heidi, one of the most rewarding parts of her role is building trusted relationships with clients and helping make their experience with us as personal and positive as possible.

Because behind every great financial planning relationship is a team that genuinely cares.

20/10/2026

Could your pension be subject to tax twice?

Upcoming changes to inheritance tax rules could have important implications for how your pension is treated when you pass away.

Our latest insight explores the potential impact and why reviewing your pension and estate plans could be an important step in protecting your legacy.

🌐 https://www.howittwm.co.uk/article/detail/sjpp/pensions-and-iht-the-double-tax-trap

15/10/2026

Financial deadlines might not be the most exciting dates in your calendar, but keeping track of them can make a big difference.

From Self Assessment deadlines to the start of a new tax year, these dates can affect your tax position, pension planning, ISA contributions and wider financial plans. Being aware of key dates can help you:

- Avoid missed deadlines and potential penalties
- Make the most of available allowances
- Plan your finances before the end of the tax year
- Give yourself time to review your financial plans
- Make informed decisions about your money

Good financial planning isn’t just about what you do with your money timing matters too.

Address

Bretton House, Bell Meadow Business Park, Pulford
Conwy
CH49EP

Telephone

+441492551808

Website

http://howittwm.co.uk/

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