Wolfe Wealth & Financial Planning

Wolfe Wealth & Financial Planning Providing updates and advice on pension planning, investment planning, savings, life insurance and m

🎉 10 Years in Business! 🎉Today marks 10 years since I started Wolfe Wealth, and what a journey it has been.Over the past...
06/06/2026

🎉 10 Years in Business! 🎉

Today marks 10 years since I started Wolfe Wealth, and what a journey it has been.

Over the past decade, I've had the privilege of helping so many individuals, families and business owners work towards their financial goals. What began as a vision to provide trusted, personal financial advice has grown into a business built on long-lasting relationships and the trust of our clients.

I want to take this opportunity to say a heartfelt thank you to every client who has supported me along the way. Whether you've been with me from the beginning or joined us more recently, your trust, loyalty and referrals have played a huge part in my success.

I'm incredibly proud of what we've achieved together and excited about what the future holds.

Here's to the next 10 years! 🥂

New tax year: maximising opportunities at every life stageThe start of a new tax year is a useful moment to take stock.W...
05/06/2026

New tax year: maximising opportunities at every life stage

The start of a new tax year is a useful moment to take stock.

With tax thresholds frozen and living costs still elevated, making the most of available allowances has become increasingly important.

This article explores how priorities can change at different life stages and why regular reviews — whether early in a career or approaching retirement — can help financial plans stay aligned with long term goals.

🔗 Read more: https://www.wolfewealth.co.uk/article/detail/sjpp/new-tax-year-maximising-opportunities-at-every-life-stage.html

Wolfe Wealth & Financial Planning Ltd 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 1/5/2026

Managing different retirement timelines among shareholdersIt’s common for shareholders to have different retirement time...
03/06/2026

Managing different retirement timelines among shareholders

It’s common for shareholders to have different retirement timelines.

Age differences, changing priorities and personal circumstances mean many business owners don’t want to exit at the same time.

This article discusses how clarity around financial goals, honest conversations and flexible solutions can help shareholders find a way forward that works for everyone involved.

🔗 Read more: https://www.wolfewealth.co.uk/article/detail/sjpp/managing-different-retirement-timelines-among-shareholders.html

Wolfe Wealth & Financial Planning Ltd 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 1/5/2026

Can a trust help protect your estate?Tax rules are set to change from April 2027 in a move which will see most people's ...
27/05/2026

Can a trust help protect your estate?

Tax rules are set to change from April 2027 in a move which will see most people's pensions bought into their estates for inheritance tax purposes.

Combined with a long-term freeze in IHT thresholds, it is not surprising many people are turning to trusts as a way to manage their tax liabilities.

👉Learn more here: https://www.wolfewealth.co.uk/article/detail/sjpp/can-a-trust-help-protect-your-estate.html

Taxation rules can change at any time and are dependent on individual circumstances.

Trusts are not regulated by the Financial Conduct Authority.

Wolfe Wealth & Financial Planning Ltd 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 17/4/2026

10 tips for business owners heading into the new financial yearA new financial year brings a natural chance to reset and...
22/05/2026

10 tips for business owners heading into the new financial year

A new financial year brings a natural chance to reset and refocus.

It’s time to step back, assess what’s working and set priorities for the months ahead.

Here’s 10 practical tips to help start the year on strong foundations: https://www.wolfewealth.co.uk/article/detail/sjpp/ten-tips-for-business-owners-heading-into-the-new-financial-year.html

Wolfe Wealth & Financial Planning Ltd 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 13/4/2026

Bank holds base rate as balancing act gets tougherThe Bank of England has chosen to hold the base rate at 3.75%.While ra...
20/05/2026

Bank holds base rate as balancing act gets tougher

The Bank of England has chosen to hold the base rate at 3.75%.

While rates have remained stable since December, inflation remains above target and rising energy costs are adding to uncertainty around future decisions.

This article summarises the latest update and the key factors influencing the outlook for interest rates in the year ahead.

🔗 Read more: https://www.wolfewealth.co.uk/article/detail/sjpp/bank-holds-base-rate-as-balancing-act-gets-tougher.html

Wolfe Wealth & Financial Planning Ltd 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 1/5/2026

⛽ The conflict in Iran is already pushing up oil and gas prices, filtering through to everyday costs for UK consumers. W...
08/05/2026

⛽ The conflict in Iran is already pushing up oil and gas prices, filtering through to everyday costs for UK consumers. With inflation expected to rise further and borrowing becoming more expensive, many households are feeling the impact.

Explore how global events are influencing inflation, interest rates and consumer costs — and what this could mean for the year ahead: https://www.wolfewealth.co.uk/article/detail/sjpp/iran-conflict-what-rising-oil-prices-mean-for-uk-households.html

Wolfe Wealth & Financial Planning Ltd 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 1/4/2026

📅 As the new tax year begins, check you’re making the most of your personal allowances and reliefs. This round-up walks ...
05/05/2026

📅 As the new tax year begins, check you’re making the most of your personal allowances and reliefs.

This round-up walks through the important tax changes, for individuals and businesses, to help you plan for the year ahead and beyond: https://www.wolfewealth.co.uk/article/detail/sjpp/new-tax-year-round-up-of-rate-and-allowance-changes.html

Taxation rules can change at any time and are dependent on individual circumstances.
Wolfe Wealth & Financial Planning Ltd 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 17/4/2026

Funding options for small businessesIt’s becoming easier for small and medium‑sized businesses to access finance! ✨Lende...
24/04/2026

Funding options for small businesses

It’s becoming easier for small and medium‑sized businesses to access finance! ✨

Lenders are opening up again, interest rates are starting to come down, and businesses now have more choice over where they borrow from and the type of funding that suits their needs.

This article looks at what can help when applying for finance or refinancing.

Find out more: https://www.wolfewealth.co.uk/article/detail/sjpp/funding-options-for-small-businesses.html

Wolfe Wealth & Financial Planning Ltd 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 2/3/2026

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