Future Wealth Management

02/09/2026

Protection is often something people plan to sort out "later". But later can mean fewer options and higher costs.

You cannot predict what happens in the future, but knowing you have protection can make it less scary.

Read more about why many millennials may be delaying protection decisions and what that could mean for their future.

🔗 https://partnership.sjp.co.uk/article/detail/sjpp/are-millennials-failing-to-protect-their-future.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 28/07/2026

Are millennials failing to protect their future?

31/08/2026

📢 Bank Holiday Opening Hours 📢

Please note that our offices will be closed on Monday 31st August for the Bank Holiday. 🌞

We’ll be back open as usual on Tuesday 1st September.

We hope you all have a lovely Bank Holiday weekend! ☀️🌸 Enjoy the extra day and we’ll see you on Tuesday! 😊

28/08/2026

🚴‍♂️ Nicks Training Update 🐰

Nick has been out and about clocking up the miles in preparation for the FWM Charitable Cycle Ride on the 6th September! 💪

And it looks like the training has been going well enough for the bunny ears to make an appearance too! 🐰

A big well done to Nick for putting in the miles ahead of the big day! 👏

💙 Want to support the team?
You can learn more about the charity and make a donation by visiting our JustGiving page via the link below 👇

https://www.justgiving.com/page/future-wealth-management-6?utm_medium=FR&utm_source=CL

Every donation is hugely appreciated and will help support this fantastic cause. 🙌

26/08/2026

Interest rates frozen at 3.75%

The Bank of England have voted to keep interest rates at 3.75% for now. Although inflation has fallen more than expected, it is predicted that inflation will increase before the end of the year.

To find out more about what’s being said head to the article:
https://partnership.sjp.co.uk/article/detail/sjpp/interest-rates-on-hold-for-now.html

Interest rates on hold…for now

24/08/2026

🏎️🏁 Advisers Take to the Track! 🏁🏎️

Our advisers recently enjoyed a fantastic day of karting at Haynes, with plenty of friendly competition, some impressive driving and, of course, a strong desire to take the chequered flag! 🏆

After some closely fought races, congratulations to our podium finishers:

🥇 1st – Jordan
🥈 2nd – Steve
🥉 3rd – Jack

A brilliant day of teamwork, competition and a little bit of healthy rivalry! 😄🏎️

A big thank you to Karting at Haynes for having us, we had a fantastic time!

21/08/2026

🚴‍♂️ Training update!

Well done to Jack, who has been getting some miles in ahead of our charity cycle event on 6th September.

With a morning training ride of an impressive 21 miles! 👏

The countdown is on, and the training continues. 🚴‍♂️

Well done, Jack, keep it up!

If you’d like to learn more about the charity or make a donation, you can visit our JustGiving page here: 👇

https://www.justgiving.com/page/future-wealth-management-6?utm_medium=FR&utm_source=CL

20/08/2026

🎪 A great day at the Mid-Somerset Show ☀️

Jack and Ian had a fantastic time at the show, and it was great to get out and about, meet so many new people and catch up with familiar faces too! 👋😊

We really enjoyed chatting with everyone, hearing your questions and having the opportunity to answer any queries you had. It was a great chance to get to know people in the local community and share a little more about what we do.

A big thank you to everyone who stopped by to say hello and took the time to have a chat with us. We hope you had a great day too! 🎉

19/08/2026

Women are central to household finances, but longer term engagement can still vary.

St. James’s Place’s latest research, carried out by Opinium, shows many women lead on budgeting and day to day financial decisions, yet are less likely to feel confident about long term planning or investing.

Encouragingly, younger women are increasingly engaging with financial planning, highlighting a positive shift.

Explore the findings of SJP’s Financial Health Report 2026: Women and Wealth – https://partnership.sjp.co.uk/article/detail/sjpp/women-and-wealth-report-divide-in-short-and-long-term-financial-focus.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 23/6/2026

Women and Wealth Report 2026

17/08/2026

🚗✨ Admin Training Day at Haynes Motor Museum! ✨🚗

Our amazing admin team enjoyed a fantastic day of training at Haynes Motor Museum! 🏎️

It was a great opportunity to strengthen team connections, share ideas and stay up to date with all the latest FWM updates.

Our advisers, Leo and Ian, also took the time to share an insight into their day-to-day lives as financial advisers, giving the team a better understanding of what goes on in the day of an adviser. 💼💬

A brilliant day filled with learning, connection and teamwork! 🙌😊

A big thank you to for having us.

14/08/2026

🚜🌾 We're heading to the Mid Somerset Show this weekend! 🌾🚜

Ian and Jack will be at the Mid Somerset Show this Sunday the 16th August, ready to offer expert advice, practical insights, and answer any questions you may have. Whether you're looking for guidance or just want to stop by for a chat, they'd love to see you! 👋

It's set to be a fantastic day out, with plenty to see and do, including a wide range of trade stands, agricultural displays, livestock, entertainment, and much more. 🐄🚜🌿

If you're planning to attend, make sure you come and say hello to Ian and Jack at our stand!

For more information about the event, visit the website.

🚜🌾