Atherton & Associates Wealth Management Ltd

08/09/2026

Pensions and inheritance tax changes coming into force in April 2027 have attracted plenty of attention, but not everyone will be affected in the same way.

It is important to understand what is changing and whether it affects your circumstances before rushing to make any decisions.

If you’d like to discuss how the changes could affect your estate planning, get in touch.


Atherton & Associates Wealth Management 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) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products.



Lauren Tudor Financial Planner Rick Astbury - Financial Planner



SJP Approved: 27/08/2026

03/09/2026

Another fantastic 5-star VouchedFor review for Richard Peddie
🌟🌟🌟🌟🌟

Good financial advice isn't just about recommending the right solutions. It's also about making sure clients understand their options, feel comfortable with the level of risk they're taking and know they can get in touch when they need support.

It's great to receive feedback that reflects exactly that.

Thank you to our client for taking the time to share their experience:

https://www.vouchedfor.co.uk/financial-advisor-ifa/nantwich/064767-richard-peddie

The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.

Atherton & Associates Wealth Management 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 27/08/2026
exp: 27.11.26

01/09/2026

If money worries are affecting your peace of mind, you're not alone.

Whether concerns relate to cash flow, debt or long-term financial security, it's easy to feel stuck or unsure where to start.

This article looks at how breaking problems into manageable steps, talking things through and seeking support can help create clarity and build confidence:

https://www.athertonandassociates.co.uk/article/detail/sjpp/finding-control-when-money-feels-overwhelming.html

Atherton & Associates Wealth Management 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 27/08/2026
exp: 20/02/207

27/08/2026

Financial crime affects us all.

As much as we’d like to, we can’t eliminate all fraud risks our clients face.
However, by increasing your awareness of common fraud scams and trends and highlighting some common red flags to look out for, we hope you’ll be able to recognise the early warning signs if you’re targeted.

Here are some red flags to help you spot investment and utility scams.

If you believe you've fallen for a scam, report it to Action Fraud: https://ow.ly/qp5u50PCfNi

24/08/2026

nitree Robotics, a Chinese maker of humanoid robots, staged a successful listing in Shanghai last week, with its share price rising 460% on its first day of trading.

https://www.athertonandassociates.co.uk/article/detail/sjpp/weekwatch-24-08-2026.html

Unitree Robotics, a Chinese maker of humanoid robots, staged a successful listing in Shanghai last week, with its share price rising 460% on its first day of trading. The company recently unveiled “Superman”, able to jump two metres and run at over twelve metres per second. While profitable, tra...

18/08/2026

Many families are worried about the financial future for the next generation, but there are ways to help.

If you're not sure where to begin, our advisers are always happy to have a chat.

Lauren Tudor Financial Planner


Atherton & Associates Wealth Management 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 28/5/2026

13/08/2026

Only 44% of women say they would feel confident investing an inheritance or financial windfall*.

When life changes unexpectedly, financial decisions can feel overwhelming.

Read more on how you can manage your finances during major life changes:

https://www.athertonandassociates.co.uk/article/detail/sjpp/when-finances-change-overnight-inheritance-divorce-and-new-responsibilities.html

*Financial Health Report 2026: Women and Wealth. On behalf of St. James's Place, Opinium surveyed 6,000 UK adults nationwide between 17 March and 9 April 2026. Quotas and post-weighting were applied to the sample to make the dataset representative of the UK adult population.

Atherton & Associates Wealth Management 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 28/07/2026

11/08/2026

Are you a millennial? Have you protected your future?

Don’t wait until something happens to get insurance.

Learn why life insurance, income protection and critical illness cover can help you safeguard your financial future:

https://www.athertonandassociates.co.uk/article/detail/sjpp/are-millennials-failing-to-protect-their-future.html

Please note that these plans do not have a cash-in value and will stop if payments to them cease.

Atherton & Associates Wealth Management 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 28/07/2026

For many people in their 30s and early 40s, life can feel like a constant balancing act – managing a mortgage, building a career, raising a family and trying to keep up with day to day costs.

06/08/2026

Happy Birthday, Jamie! 🎈🎉

A few photos from over the years to celebrate your special day.

Have a fantastic birthday from all of us! 🥳

04/08/2026

The latest issue of The Investor magazine is here, this time focusing on women and wealth.

This edition explores how women’s financial power is growing and what that means for long-term planning, as well as the broader economic landscape and how to approach ongoing market volatility.

🔗https://www.athertonandassociates.co.uk/article/detail/sjpp/women-and-wealth-a-growing-frontier.html


Atherton & Associates Wealth Management 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 22/07/2026



https://www.athertonandassociates.co.uk/article/detail/sjpp/are-millennials-failing-to-protect-their-future.html