RGJ Wealth Management

RGJ Wealth Management We help busy professionals and families match their money with their life goals. Contact us for a no obligation discussion 01323 504 816

With regular reviews we support them in building their wealth and achieving their long-term financial aims.

17/02/2026

Do you want to get your finances in order for 2026?

Hi, I’m Rhiannon Gossedge-Jones, a Financial Adviser at True Potential Wealth Managemnt. I am based in Eastbourne and work with clients across the UK online.

If your money feels a bit “all over the place” after Christmas, you’re not alone. So here are three simple things that you could do this month:

Know your numbers - what’s coming in, what’s going out, and what’s left over.

Check your safety net - do you have an emergency fund if life throws you a curveball?

Make your plan match your goals - whether that’s retirement, a home move, or simply feeling more in control.

You don’t need a perfect spreadsheet. You just need a plan you understand and small steps, that you can consistently take.

If you’d like help making a clear, realistic plan for 2026, get in touch with me and we can book a no-obligation chat.

Important:
Capital at risk. Investments can go down as well as up and you may get back less than you invest
This content is for information only and not personal advice.

24/12/2024

The office will now be shut until the 2nd January 2025!
Hope you all have a lovely break and here's to a prosperous 2025!

With costs increasing having a buffer/emergency fund is vital.How to build:Be consistent, each month on pay day set asid...
07/10/2024

With costs increasing having a buffer/emergency fund is vital.

How to build:
Be consistent, each month on pay day set aside part to build up your emergency fund
Keep topping up the funds each month to replenish any funds you have had to use

Review expenses:
Unsubscribing from unused services, avoiding impulse buys and redirect funds to savings

How much should you have?
This varies but as a minimum 3 – 6 months of expenditure

Are you prepared for any upcoming tax rises and price increases (experiumfinancialservices.co.uk)

What are the chances you’ll need long-term care one day?Do you ask yourself the following questions❓❓ What are the chanc...
09/01/2024

What are the chances you’ll need long-term care one day?

Do you ask yourself the following questions❓

❓ What are the chances that I’ll need some form of long-term care before the end of my life?

❓ How many of us will need social care in later life?

❓ How much might I need to pay for care?

❓ Will the state help pay for my social care?

❓How can I prepare myself financially?

❓ How can I make social care part of my later life planning?

“There are lots of life events and instances that we’re used to preparing for, the obvious one being retirement,” says Tony. “And a possible need for care is another one of those that we should always add to the list. I would say, don’t make it a huge issue, but don’t pretend it’s not there. Just discuss it with your financial adviser. Make it part of your thinking and your adviser can build that into your plan.”

“With practical, expert financial advice you can leave loved ones a legacy and fund care for as long as you need it."

https://www.experiumfinancialservices.co.uk/article/detail/sjpp/how_to_stay_in_your_home_for_as_long_as_possible_if_you_need_long-term_care.html

-January is financial wellness month. But did you know ... - 35% of the UK population do not feel financially resilient-...
04/01/2024

-January is financial wellness month. But did you know ...

- 35% of the UK population do not feel financially resilient
- 81% of the UK population did not feel wealthy
- 4.9% of respondents said they had not been able to keep up with rising prices
- 24.1% said they wee struggling to cope

Inequality in wealth continues to expand, as ‘healthier’ regions improve while less ‘healthy’ regions see a drop off.

The above data is taken from the 2022 Financial Health Index from St James's Place. The report is a novel metric that tracks the level of financial wealth/wellbeing across the UK. It seeks to analyse how wealth is distributed across the nation.

Read the full report and see how your region scored in the overall wealth pillar scores.

Contact our team for further information.

https://www.sjp.co.uk/sites/sjp-corp/files/media_centre_reports/SJP%20Financial_Health_Index_Report_2022%20FINAL.pdf

09/11/2023

Financial advice is about planning for your future and putting you in control of your money – especially when you’re worried or facing challenges.

Having access to guidance, tools and peace of mind can make a huge difference when it comes to improving and maintaining your financial health.

Can you believe it is October! Not too long and it'll be the end of the year, if you planned to make 2023 your year of f...
07/10/2023

Can you believe it is October!
Not too long and it'll be the end of the year, if you planned to make 2023 your year of finances - you still have time!

Hope you are all enjoying the week, what a beautiful way to start a Tuesday!
03/10/2023

Hope you are all enjoying the week, what a beautiful way to start a Tuesday!

Address

Archer House, Britland Estate, Northbourne Road
Eastbourne
BN228PW

Opening Hours

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

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