Mount Stuart Wealth Management Ltd

Home
United Kingdom
London
Mount Stuart Wealth Management Ltd

Call Directions Website

The best advice is personal.

At Mount Stuart Wealth Management, we really get to know you and your goals for the future to provide bespoke, focused and specialist advice to help you on your financial journey.

15/10/2026

Caring for a loved one can be one of the most rewarding things we do, but it can also take a toll on our own financial wellbeing.

Explore how a financial plan can help you look after your own future while caring for those who matter most.

https://partnership.sjp.co.uk/mountstuart/article/detail/sjpp/counting-the-cost-why-caring-shouldnt-mean-losing-yourself

Mount Stuart 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 21/09/2026

25/09/2026

Could your loved ones easily access the money needed to pay an Inheritance Tax bill?

As changes from April 2027 bring more pension wealth into the scope of IHT, liquidity is becoming an increasingly important part of estate planning.

Discover how whole of life assurance can help provide funds quickly and reduce financial pressure on your family.

🔗 https://partnership.sjp.co.uk/mountstuart/article/detail/sjpp/whole-of-life-assurance-the-quiet-solution-to-the-iht-landscape.html

Mount Stuart 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 18/09/2026

23/09/2026

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/mountstuart/article/detail/sjpp/the-capital-gains-tax-surprises-that-catch-people-out.html

Mount Stuart 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

02/09/2026

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/mountstuart/article/detail/sjpp/interest-rates-on-hold-for-now.html

31/08/2026

It's natural to feel concerned when global events create uncertainty.

With renewed tensions between Iran and the US affecting markets and economic sentiment, many people are wondering what happens next.

This article looks at navigating periods of volatility and why keeping focused on long-term goals can be just as important as responding to today's headlines: https://partnership.sjp.co.uk/mountstuart/article/detail/sjpp/keeping-perspective-as-the-iran-conflict-resumes.html

28/08/2026

Have you written your will yet?

79% of UK adults say they are comfortable talking about death, yet only 36% have written a Will*. The gap between conversation and action could have serious consequences for the people you care about most.

Discover why having a Will is so important: https://partnership.sjp.co.uk/mountstuart/article/detail/sjpp/where-theres-a-will-theres-a-say.html

*The National Will Register, The National Wills Report 2025

Will writing involves the referral to a service which is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

Mount Stuart 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 17/08/2026

25/08/2026

For many business owners, a large proportion of family wealth is tied up in their business.

That makes succession planning one of the more important financial and strategic decisions they’ll have to make.

Read more about the importance of planning and getting advice: https://partnership.sjp.co.uk/mountstuart/article/detail/sjpp/keeping-it-in-the-family-planning-ahead-for-business-succession.html

Mount Stuart 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

12/06/2026

The US economy isn’t affecting everyone equally.

While some households have remained resilient, others have been more exposed to inflation and slowing wage growth — widening the gap between rich and poor.

This article takes a closer look at the so‑called “K‑shaped” economy in the US and explores why these trends matter: https://partnership.sjp.co.uk/mountstuart/article/detail/sjpp/the-special-k-shaped-economy.html

10/06/2026

New legislation has changed how private landlords operate in England.

The Renters’ Rights Act affects evictions, rent increases and tenancy structures, and includes new requirements for sharing information with tenants.

Learn what’s expected under the new rules: https://partnership.sjp.co.uk/mountstuart/article/detail/sjpp/renters-rights-act-what-landlords-need-to-know.html

Mount Stuart 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 6/5/2026

08/06/2026

Fixed or tracker? Many people are revisiting this question for their mortgages.

With the Bank of England holding rates for now — but future increases expected — it’s important to understand how different mortgage types work.

🏡 Explore the differences and what to consider when reviewing mortgage options: https://partnership.sjp.co.uk/mountstuart/article/detail/sjpp/fixed-rate-or-tracker-choosing-the-right-mortgage-in-uncertain-times.html

Your home may be repossessed if you do not keep up repayments on your mortgage.

Mount Stuart 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 13/5/2026

Address

30 Lombard Street
London
EC3V9BQ

Telephone

+442080420320

Website

https://www.mountstuartwm.co.uk/

Alerts

Be the first to know and let us send you an email when Mount Stuart Wealth Management Ltd posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Want your business to be the top-listed finance company in London?