Bushell Holt Wealth Management Ltd

09/02/2026

04/03/2025

We are open for business as usual. Located in Frodsham and Lymm, feel free to give us a call or pop in 🙂

16/11/2022

09/09/2022

She will be deeply missed - our thoughts and sincere condolences are with The Royal Family, the realms and the commonwealth as we mourn the loss of Her Majesty Queen Elizabeth ll.

Her legacy will forever remain.

24/12/2021

Wishing our community a very Merry Christmas from Bushell Holt Wealth Management team and we hope you have a peaceful, healthy and prosperous New Year.

The office will be closed from today for one week and will re-open on 4th January.

All the very best 🎄🥂🎉

01/12/2021

How does this time of year seem to come around so quickly!🎄

We love looking out of the window at this years christmas tree in

23/09/2021

• Leanne Mullan
• Wealth Manager

My role is to help my clients make better financial decisions. I start by building a life plan, understanding their current position, vision and values and discussing the opportunities available then agreeing a plan to move forward. I believe that working together, I can help my clients move towards the lifestyle they want to achieve.

I have over 13 years’ experience within the banking sector, this has built my experience and knowledge to the level I currently have so that I can help achieve better outcomes. I work well with personal clients and business owners.

I’m responsible for sharing our services within the local community and promoting the St. James's Place Charitable Foundation to fulfil our social responsibility strategy and support the disadvantaged.

I’m accredited to provide Workplace Financial Education to improve wellbeing and to provide Financial Education in schools.

From our experience, many longstanding senior employees have more complex financial affairs which they have accumulated over many years including pensions from different legislative regimes and long-term share incentive plans, these are two areas I have encountered requiring more detailed education which will help to improve wellbeing.

Please do get in touch if you would like to know more - [email protected]

20/09/2021

Last week revealed that the annual rate of consumer price inflation in the UK had jumped to 3.2% in August.

The level marks the highest monthly jump in inflation in nine years, and is also far above the Bank of England’s 2% target.

There are two main reasons why investors are focused on inflation. The first is that inflation erodes the value of savings over time....

Last week revealed that the annual rate of consumer price inflation in the UK had jumped to 3.2% in August. The level marks the highest monthly jump in inflation in nine years, and is also far above the Bank of England’s 2% target.

23/08/2021

Investment Management Approach ↩️

WeekWatch - 23_08_2021

15/07/2021

Everybody deserves to have the best retirement possible, and while each person’s pension savings and goals will be different, planning for the future begins with understanding what you have saved and whether you’re getting the best from it.

But, what are the different types of pension?.....

If you’d like help understanding the retirement options that are available to you, please get in touch.The value of an investment with St. James's Place will be directly linked to the performance o...

14/06/2021

🆕 Introducing Shaun Holt Wealth Manager and Director of Bushell Holt WM to share his advice on legacy, growing wealth and what you can do as your business recovers after the pandemic.

Shaun also talk about why setting up a solid financial plan is a huge benefit so you can enjoy the fruits of your work as well as leaving substantial wealth aside for your family, plus much more.

➡️ Invaluable and complimentary information, you don't want to miss it!

‎Business · 2021