Singer Wealth Management

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Singer Wealth Management

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Singer Wealth Management, Based in Keynsham near Bristol & Bath.

Over 20 years of expertise, specialising in tailored wealth management solutions, Empowering you to make informed financial choices.

16/10/2026

Thoughtful Friday 💚 | A moment to reflect

Sometimes, it’s worth taking a moment to stop and appreciate how far you’ve come.

I was incredibly proud to receive the Excellence in Customer Outcomes Award at the Insurance Institute of Bristol Awards Dinner 2026.

When I left a career spanning more than 20 years in financial services to launch Singer Wealth Management in July 2025, it was a big leap of faith. Starting something of your own is exciting, challenging and, at times, a little daunting!

I wanted to build a business that reflected my values and my belief in what financial advice should be about: people, relationships and helping others feel more confident about their financial future.

To receive this recognition so early in that journey means a huge amount to me.

For me, good financial advice has never been just about pensions, investments or numbers on a page. It’s about helping people feel reassured, understand their options and feel more in control of their future.

Ultimately, it’s about the difference we can make to people’s lives. 💚

I’m incredibly grateful to my clients for the trust they place in me, and to everyone who has supported me along the way. This award has given me a lovely opportunity to reflect on why I started this journey and how far I’ve come.

☀️ A little out-of-office note: I’m taking a short break and will be back soon, refreshed and ready for the next chapter. I’ll be able to respond to messages however.

Wishing you all a wonderful weekend!

Cassie 💚

14/10/2026

🌿 WEALTH WEDNESDAY

You’re wealthier than you think.

Wealth isn’t just about what’s in your bank account.

It’s the pension you’ve built, the home you own, the investments you’ve grown and the security you’ve created for your family.

But building wealth is only part of the picture.

It’s about making your money work for you, protecting the life you’ve built, planning for the retirement you want and thinking about the legacy you leave behind.

At Singer Wealth Management, I help you bring all the pieces together.

🌱 Managing and growing your wealth
🛡️ Protecting your family and lifestyle
🌅 Saving for retirement
🏡 Planning for retirement
🎁 Passing on your wealth

Because financial planning isn’t just about how much you have. It’s about what you want your money to achieve.

Build it. Protect it. Make it last.

💬 If you could feel more confident about one aspect of your financial future, which would it be?

12/10/2026

Have you checked your pension beneficiaries recently?

Your pension expression of wish is easy to overlook, but with changes to Inheritance Tax on pensions coming in from April 2027, it’s a good time to review your arrangements.

From 6 April 2027, most unused pension funds and pension death benefits will be brought into the estate for Inheritance Tax purposes.

That makes understanding your pension arrangements, who you wish to benefit and how your pension fits into your wider estate planning particularly important.

Life changes. Your financial plans should reflect those changes, too.

Your Monday reminder: Check your pension expression of wish and consider whether your pension and estate planning still reflect your wishes.

Have you reviewed yours recently?

09/10/2026

IF YOU NEVER HAD TO WORRY ABOUT MONEY AGAIN…

What would you change first?

Your job?
Where you live?
How much you work?
How you spend your time?
Or would you actually change nothing?

Because perhaps the real purpose of financial planning isn’t simply to build the biggest pot possible.

It’s to create the freedom to make choices.

So I’m curious…

What would you change first?

👇 Tell me in the comments.

07/10/2026

Money gives you choices.

And that matters more than we sometimes realise.

Financial confidence isn’t something you’re simply born with. It’s something you learn.

For too long, money has been something we’re expected to just know about.

But financial education changes that.

It gives you the confidence to understand your options, ask questions and make informed decisions about your future.

And this is particularly important when we talk about the gender divide in financial confidence and financial independence.

We need to educate ourselves.
And we need to educate our children; our daughters and our sons.

Teach them what money is.
How to save it.
How to invest it.
How pensions work.
What debt really means.
And how to make decisions about money with confidence.

Because financial knowledge gives you power.

The power to be financially independent.
The power to plan your own future.
The power to make informed decisions.
The power to say “I choose myself.”

Not power over other people.

Power over your own financial future.

Because when you understand your money, you’re less likely to feel that your circumstances are making the decisions for you.

You understand what’s possible.
You understand your options.
And you can move forward with confidence.

Financial knowledge isn’t just about numbers.

It’s about freedom, confidence and having the ability to shape your own future.

And that’s something I believe we should be teaching the next generation from an early age. 💚

What’s one thing about money you wish you’d been taught growing up?

06/10/2026

As you may already know, supporting local sport is a real passion of mine, especially grassroots football. ⚽️

Grassroots football is close to my heart, and I’m proud to already sponsor players and support the teams withinFry Club Women FC

So, with the introduction of Saltford Women’s Team, it only felt right to extend that support and sponsor the team too.

I’m really pleased to be able to support women’s football locally and, hopefully, play a small part in helping the team grow, develop and thrive. 💚

Here’s to a great season ahead! ⚽️

05/10/2026

💷 Monday Money Tip

Halfway through the tax year already… 👀

Have you checked which allowances you still have available?

A few worth putting on your radar:

💷 ISA — £20,000
💼 Pension — £60,000 annual allowance
🎁 Gifting — £3,000 annual exemption
📈 Capital Gains — £3,000 annual exempt amount
💰 Dividends — £500 allowance

And remember, the tax year doesn’t end until 5 April 2027.

So there’s still time to make use of what’s available to you.

Just don’t leave it until March… 😉

Have you checked yours yet?

MoneyMatters SingerWealthManagement Keynsham

02/10/2026

THOUGHTFUL FRIDAY 🌿 | Three months left of 2026

Can you believe we’re already in October? There are just three months left of the year.

And if you’re anything like most people, there may be a few things you’ve been meaning to get around to.

Perhaps it’s reviewing an old pension, making better use of your ISA allowance, thinking about when you can afford to retire, or finally getting to grips with inheritance tax planning.

It’s easy to keep putting these things off. Life gets busy, and there’s always something else that feels more urgent.

But the decisions we make today can have a real impact on our financial future.

You don’t need to have everything figured out, and you don’t need to tackle everything at once. Sometimes, the most important step is simply deciding where to start.

So, with three months of 2026 still ahead of us, here’s a question worth asking yourself:

What’s one thing you could do today to put yourself in a better financial position for tomorrow?

Don’t wait for January to make a fresh start. There’s still time to make 2026 count.

29/09/2026

Money conversations happen everywhere… ☕️💷

Today’s post was inspired by a conversation with Nick Keynsham Coffee Co.

It also follows on from a couple of conversations I’ve overheard whilst having my hair done. (Thank you to everyone who’s noticed the new hair 😉)

On two separate occasions, I’ve heard ladies talking to their hairdressers about pensions.

And do you know what? I love that.

Because some of the most useful money conversations don’t happen sitting around an office desk. They happen over a coffee, in the hairdresser’s chair, with friends, family and colleagues.

Today, Nick and I were talking about Lifetime ISAs (LISAs) — and it struck me that this is one of those things that many people may have heard of, but not fully understand.

So, here are a few things worth knowing 👇

💷 You can contribute up to £4,000 a year into a LISA.

🎁 The Government adds a 25% bonus, so if you pay in £4,000, you could receive a £1,000 bonus.

🏠 The money can be used towards your first home, provided the property costs £450,000 or less and the LISA has been open for at least 12 months.

👩‍💼 Or, it can be used as long-term savings, with withdrawals available from age 60 without the 25% withdrawal charge.

⏰ You need to be under 40 to open one and make your first payment, but once you have one, you can continue contributing until you reach 50. (GOV.UK)

⚠️ There is an important catch. If you take the money out for another reason before age 60, a 25% withdrawal charge will normally apply. So it’s important to understand what you’re committing to before opening one. (GOV.UK)

And that’s exactly why I think these conversations matter.

You don’t need to understand every financial product.
You don’t need to know all the terminology.
But sometimes, simply knowing something exists is the first step to finding out whether it could be relevant to you.

So next time you’re having your hair done, grabbing a coffee or chatting with a friend…

Talk about money.

You never know what you might learn. 💚

Have you ever discovered something financial simply because someone mentioned it in conversation?

Address

33 Keynsham High St
Keynsham
BS31 1DP

Telephone

+447947756270

Website

http://www.singerwealthmanagement.co.uk/

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