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RWA Financial Planning

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Our Financial Advisers demystify the world of financial services

21/05/2026

PSS Day🧑‍🤝‍🧑

Twice a year our Practice Support Specialists (PSS) meet to recap on updates, keep abreast of industry changes and of course, have a good catch up!

From onboarding to ongoing support, our administration team helps ensure every client experience is efficient, professional and personal.

13/05/2026

We are delighted to welcome Amy Norman to our team.

Amy is an experienced financial services administrator, providing administrative and technical support to our Advisers in addition to supporting the Practice Manager. Amy’s role involves producing and processing documentation, liaising with clients, St. James's Place departments and third parties to ensure compliance with our service and quality standards.

Outside of work, Amy enjoys spending quality time with her partner, especially going on long walks together. Amy also enjoys keeping active through Pilates, which helps her maintain a healthy balance and positive mindset and as a big fan of horror films she loves getting lost in a good thriller or scary movie.

Meet the team: https://www.rwafp.com/about/meet-the-team/listing

11/05/2026

April’s Adviser Development session centred on sharing experiences and what better way to begin than hearing from Francis about his career.

With Francis headed into retirement, it felt like the perfect opportunity to capture his insights and the powerful stories he’s gathered over the years. Hearing first-hand experiences from one Adviser to another brought a real depth to the session.

From practical client strategies to broader industry perspectives, the openness in the room led to genuinely meaningful conversations and it was amazing to hear of the lives our Advisers have helped shape for their clients.

While staying up to date through study is essential, sessions like this are a reminder that learning from each other is just as valuable as studying and both contribute to staying up to date.

Coming together like this as a team and sharing experiences strengthens us as professionals and ultimately helps us deliver better outcomes for our clients.

If you or someone you know would benefit from talking to one of our Advisers, please do contact us.

RWA FP 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 01/05/2026

07/05/2026

On Monday we helped Francis Monteiro celebrate his retirement with his family and friends.

After an incredible 40 years of service as a Financial Adviser, Francis reflected on his rewarding and personally fulfilling journey stating that he had the most enjoyable career, clients have become personal friends, and he wouldn’t change a single thing.

Happy Retirement, Francis!

30/04/2026

April’s Adviser Development session centred on sharing experiences and what better way to begin than hearing from Francis about his career.

With Francis soon heading into retirement, it felt like the perfect opportunity to capture his insights and the powerful stories he’s gathered over the years. Hearing first-hand experiences from one Adviser to another brought a real depth to the session.

From practical client strategies to broader industry perspectives, the openness in the room led to genuinely meaningful conversations and it was amazing to hear of the lives our Advisers have helped shape for their clients.

While staying up to date through study is essential, sessions like this are a reminder that learning from each other is just as valuable as studying and both contribute to staying up to date. Coming together like this as a team and sharing experiences strengthens us as professionals and ultimately helps us deliver better outcomes for our clients.

If you or someone you know would benefit from talking to one of our Advisers, please do contact us.

RWA FP 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 30/04/2026

10/04/2026

The first bank holiday of the year was well and truly needed - how has it already been a week since Easter weekend?!

After a busy and demanding period leading up to tax year end, swipe to see what some of our team got up to over the Easter bank holiday weekend.

We hope everyone had a fantastic Easter and a productive week back! Wishing you all a wonderful weekend ahead.🌼

25/03/2026

March’s Adviser Development Session👏

This month we focused on exploring opportunities where we can grow and make an even bigger impact.

A big thank you to Toby Wheatcroft for highlighting the tools we have available to support this. The conversations were encouraging, forward-looking, and insightful with our advisers leaving the session feeling energised about new possibilities.

As always, thank you to our Advisers for attending. With tax year-end fast approaching, we weren’t at full capacity but it was great to see team members still making the time to join us on Teams.

Looking forward to seeing how these opportunities turn into action over the coming weeks.

RWA Financial Planning 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) The St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives. RWA Financial Planning is a trading name of RWA FP Ltd

SJP Approved 25/03/2026

02/03/2026

Avoid Common Tax Year End Mistakes 📅

Many rush their planning at the last minute, and that’s when missed opportunities happen. Starting early helps you use key allowances before they disappear.

Pension contributions, partner allowances, capital gains, and gifting rules can all make a big difference when planned properly. A little planning now could save you money later. Don’t leave it too late: https://www.rwafp.com/advice-and-services/tax-year-end

The value of your investment can go down as well as up. You could get back less than you invested.

RWA Financial Planning 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). RWA Financial Planning is a trading name of RWA FP Ltd

SJP Approved 25/11/2025

24/02/2026

February’s Adviser Development Session🔒…and this time, it’s not food-related!

It was great to welcome Royal London in to recap on Business Protection with our adviser team.

Protecting businesses is crucial — and so is taking the time to step away from the day-to-day to focus on the business and its needs.

From Key Person Cover to Shareholder Protection and Relevant Life policies, the discussions were practical, insightful, and highly relevant to the clients we support every day. Please get in touch with us to discuss your business protection needs!

Thank you to Nathan Douse for sharing your expertise — and to our adviser team for their continued commitment to learning and development.

RWA FP 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 24/02/2026

18/02/2026

Flipping tasty pancakes!

A few pictures of the pancakes we enjoyed yesterday. It’s safe to say our group chat saw some serious pancake artistry.

Let us know your favourite pancake topping:

🍋Lemon & sugar
🍯Maple syrup
🍫Hazelnut spread
🫐Fruit & honey
🥞All of them!

Address

4th Floor, 3 Hardman Square
Manchester
M33EB

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+441615499370

Website

http://www.rwafp.com/

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