Future Wealth Management

14/10/2026

If money worries are affecting your peace of mind, you're not alone.

Whether concerns relate to cash flow, debt or long-term financial security, it's easy to feel stuck or unsure where to start.

This article looks at how breaking problems into manageable steps, talking things through and seeking support can help create clarity and build confidence: https://partnership.sjp.co.uk/article/detail/sjpp/finding-control-when-money-feels-overwhelming.html

Future Wealth Management 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 20/08/2026

St. James's Place

Finding control when money feels overwhelming

12/10/2026

We were delighted to donate a round of golf at Bowood Resort for a charity day, helping to raise awareness and much-needed donations for four incredibly charities:

💙Great Western Air Ambulance Charity
💙Bristol Children’s Hospital – Caterpillar Ward
💙Great Ormond Street Hospital
💙The Sick Children’s Trust

These charities all played an important role in supporting Nancy and her family after she underwent heart surgery and trachea reconstruction in May 2025. To learn more about Nancy’s journey and recovery visit: https://gvwhl.com/2XVIE

It means a great deal to us to be able to support such important causes, and we hope Jake, Josh, Lee and James enjoyed their round at Bowood! ⛳💙

09/10/2026

🎯⛳ Admin Team Day

We treated our admin team to a fun-filled afternoon at Battle Bar Bath , and things definitely got competitive! From battling it out on the mini golf course ⛳ to taking aim at the dartboard 🎯, there was plenty of laughter, friendly rivalry and a few questionable sporting decisions along the way! 😂🏆

It was a great chance to step away from the desks, have some fun together and enjoy some well-deserved team time.

A huge thank you to Boom Battle Bar Bath for having us and helping us have such a brilliant afternoon. We’re already looking forward to the next team challenge… although we might need to work on our aim first! 😆

07/10/2026

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.sjp.co.uk/individuals/news/the-new-retirement-dilemma-preserve-or-spend-your-pension?utm_source=linkedin&utm_medium=social

Future Wealth Management 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

St. James's Place

05/10/2026

✨ Time to relax and recharge at FWM! ✨

The team at Future Wealth Management were recently treated to a well-deserved sound bath and relaxation wellness session with the lovely Lou from , Sound Baths & Holistic wellness . 🧘‍♀️🔔

It was the perfect opportunity to step away from the day-to-day, switch off, slow down and enjoy some much-needed time to relax and reset. The whole team thoroughly enjoyed the experience and came away feeling refreshed, relaxed and re-energised! 💆‍♀️✨

A huge thank you to Lou for putting on such a wonderful corporate wellness event for us. She created such a calming and welcoming atmosphere, and we would absolutely recommend her to anyone looking to treat their team to something a little different. 💜

We’d also like to say a big thank you to Kissed Tanning Salons Gillingham for kindly letting us use their beautiful space for the session. 🌿

Looking after our team and making time for wellbeing is something we really value at FWM, and we’re already looking forward to the next one! 😊

02/10/2026

What a fantastic day at the Frome Cheese Show! 🧀🎉

A huge thank you to everyone who came along and stopped by our stand to say hello. It was brilliant to meet so many new faces, catch up with familiar ones, and chat with you all about what we do.

Jack, Jordan, Melissa and Leo had a great time throughout the day, answering questions, sharing more about our work, and enjoying the fantastic atmosphere of the show.

We’d also like to say a big thank you to the organisers and everyone involved in making the Frome Agricultural & Cheese Show such a brilliant event. It was a pleasure to be part of it, and we loved having the opportunity to connect with the local community.

Thanks again to everyone who came to see us, we really enjoyed meeting you, and we look forward to seeing you again at future events! 👋😊

01/10/2026

📣 WE’RE HIRING! 📣

Operations Administrator & Yorkshire Building Society Agency Counter Assistant

📍 Location: Gillingham, Dorset
💼 Full-time | Permanent
🕘 Monday–Friday, 9am–5pm
💰 £24,785 – £26,000 per annum

✨ What you’ll be doing:

Supporting customers with savings accounts, deposits, withdrawals and general enquiries
Carrying out daily agency procedures
Providing friendly and professional face-to-face and telephone support
Supporting the operations team with administration and monthly reporting
Organising meetings and company events
Providing administrative support to Partners and Advisers
Helping with the day-to-day running of the office

🌟 What we’re looking for:

Previous customer service and administration experience
Excellent communication and interpersonal skills
Strong organisation and attention to detail
Good knowledge of Microsoft Office
A positive, flexible and professional approach
Someone who enjoys working as part of a team but can also work independently

🎁 What we offer:

Private Medical Insurance
Death in Service
Cycle to Work Scheme
Family Days Out
Birthday Day Off
Career development opportunities within financial services
Supportive and professional working environment

If you’re looking for a varied role where no two days are quite the same and you’ll be part of a friendly and supportive team, we’d love to hear from you!

📩 Interested? Apply now or get in touch for more information.

30/09/2026

Selling or gifting an asset? You could be creating a capital gains tax liability without realising it.

Many people are aware of CGT when selling investments or a second property, but fewer realise that gifting an asset can also trigger a tax charge.

A recent article from St. James’s Place explores some of the most common CGT surprises and the practical steps that can help you stay ahead of them.

🔗https://partnership.sjp.co.uk/article/detail/sjpp/the-capital-gains-tax-surprises-that-catch-people-out.html

Future Wealth Management 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 14/09/2026

St. James's Place

The capital gains tax surprises that catch people out

28/09/2026

🏁 We’re proud to be supporting Finlay West Racing! 🏁

We’re excited to sponsor one of Finn’s recent races and support him as he continues his journey in competitive karting! 🏎️💨

Finn has been karting since the age of 9, starting out at The Kart Track by the Haynes Motor Museum, where he achieved an impressive three consecutive championship podium finishes. 🏆

Wanting to take things to the next level, Finn is now racing nationally in the Club100 Racing arrive-and-drive series.

For those who don’t know, an arrive-and-drive series means the karts are supplied by the organisers, helping to create a more level playing field where the focus is on the driver’s ability rather than who has the most expensive or competitive kart. 🙌

We’re looking forward to following Finn’s progress and cheering him on throughout his races!

A huge thank you to AdeSign - Clothing, Embroidery, Vinyl and MORE in Gillingham for doing a fantastic job adding our logo to Finn’s race suit, we love seeing it out on track! 👏

👉 Follow West Racing and join us in following Finn’s journey!

Good luck, Finn! 🏁🏎️💨

15/09/2026

The latest issue of The Investor magazine is here, this time focusing on women and wealth.

Whether you're building wealth through your career, growing a business, planning for retirement or preparing to manage inherited wealth, understanding the landscape is essential.

Read more here:

🔗 https://www.sjp.co.uk/individuals/news/women-and-wealth-a-growing-frontier

Future Wealth Management 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 22/07/2026

Women own more wealth than at any time in history. Money is being earned, created through entrepreneurship, and inherited by women through wealth transfer at a rapidly growing rate. But for many women there are still significant barriers to growing their wealth and gaining financial security. This i...