Danny Hattersley Financial Planning

Danny Hattersley Financial Planning Serving clients in Staffordshire and beyond.

Danny Hattersley Financial Planning provides down to earth, personable financial advice allowing you to focus on what matters most: business, family, life, you.

Protection is one of those topics that gets pushed down the list.Some people don’t know about it or what it can protect ...
11/06/2026

Protection is one of those topics that gets pushed down the list.

Some people don’t know about it or what it can protect and others know it’s important, especially when you’ve got a family or people depending on you, but it never feels urgent enough to deal with today.

Then something happens to someone you know and it suddenly becomes very real.

When we actually sit down and go through it, most people are surprised at how straightforward it is and how much reassurance it gives them once it’s sorted.

It’s not the most exciting part of financial planning, but it’s one of the most important.

Danny Hattersley 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).
Danny Hattersley Financial Planning is a trading name of Hattersley Financial Planning Ltd.
SJP Approved 12/05/2026

There’s a lot being said at the moment around tax, pensions and changes coming through, especially if you’re a business ...
09/06/2026

There’s a lot being said at the moment around tax, pensions and changes coming through, especially if you’re a business owner or earning well.

Some of it is worth paying attention to and some of it is just noise, but the difference I see time and time again is that people who take a look early tend to have more options.

The ones who leave it usually end up reacting later when there’s less flexibility.

It shouldn’t be another thing on your to do list either, it just means understanding what might affect you and making a few sensible decisions ahead of time.

It’s a much calmer way of dealing with it.

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

Danny Hattersley 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).
Danny Hattersley Financial Planning is a trading name of Hattersley Financial Planning Ltd.
SJP Approved 12/05/2026

There’s a point, usually somewhere in your 30s or 40s, where everything seems to land at once.You’re pushing on in your ...
05/06/2026

There’s a point, usually somewhere in your 30s or 40s, where everything seems to land at once.
You’re pushing on in your career, you’ve got a young family to think about and at the same time your parents are starting to need a bit more support.

Financially, it’s a lot to juggle, and what tends to happen is planning gets pushed to one side because it feels like a job you need a full day and a clear head for.

But it doesn’t need to be like that. You don’t need a perfect plan, you just need to get a few key things in place so you know you’re heading in the right direction.

Once that’s done, everything else feels a bit more in control. I’d love to help you – it’s what I do!

Danny Hattersley 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).
Danny Hattersley Financial Planning is a trading name of Hattersley Financial Planning Ltd.
SJP Approved 12/05/2026

If you run your own business, you’ll know how much sits on your shoulder’s day to day. I certainly do – I am a business ...
29/05/2026

If you run your own business, you’ll know how much sits on your shoulder’s day to day. I certainly do – I am a business owner and I work with people like me.

What’s interesting is how many people I speak to who have built something really solid, but have never quite got round to asking the simple question… what happens if I’m not there for a period of time?

Not suggesting the worst, just practically. Income might stop or dip, but the outgoings don’t. Staff still need paying, the business still needs running and your family are still relying on you.

Most people are aware of it, it just gets pushed down the list because everything else feels more immediate.

In reality, it’s usually a fairly straightforward thing to tidy up once you actually sit down and look at it. Give me a call and book in a coffee chat – no obligation to you.

Danny Hattersley 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).
Danny Hattersley Financial Planning is a trading name of Hattersley Financial Planning Ltd.
SJP Approved 12/05/2026

I’ve had a few chats this week where nothing is technically “wrong” but people are saying the same thing in different wa...
27/05/2026

I’ve had a few chats this week where nothing is technically “wrong” but people are saying the same thing in different ways… it just feels a bit tighter than it used to.

The mortgage has crept up, the weekly shop is noticeably more, kids’ activities seem to cost more every term and somehow the same income just doesn’t stretch like it did a couple of years ago (not going to mention fuel!).

What I tend to see is people just absorb it and carry on, because life’s busy and there’s always something more urgent to deal with. But actually, this is exactly the point where a few small changes can make a difference.

It’s rarely about doing anything drastic, more just making sure things are set up properly so your money is working as hard as it can for you.

If it’s been on your mind but you’ve not quite got round to it, it’s probably worth a proper look.

Danny Hattersley 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).
Danny Hattersley Financial Planning is a trading name of Hattersley Financial Planning Ltd.
SJP Approved 12/05/2026

I talk to lots of different people everyday and most of them don’t need a massive overhaul to their plans.What they tend...
26/05/2026

I talk to lots of different people everyday and most of them don’t need a massive overhaul to their plans.

What they tend to need is:
– A proper look at where they are
– Someone to sense-check it
– A plan they can actually stick to

That’s it.

It’s one conversation that tends to remove a lot of background stress.

I’ve got space for a few new conversations over the next couple of weeks.

If you want one of those slots, just message me and we’ll get something in the diary.

Danny Hattersley 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).
Danny Hattersley Financial Planning is a trading name of Hattersley Financial Planning Ltd.
SJP Approved 09/04/2026

I rarely meet people making terrible decisions. Well, not intentionally!What I do see plenty of is:– Things spread acros...
20/05/2026

I rarely meet people making terrible decisions. Well, not intentionally!

What I do see plenty of is:
– Things spread across different places
– No clear end goal
– No real sense of “are we on track?”

That’s where stress comes from.
Once there’s structure and clarity, most of the noise fades. It’s not about doing more, it’s about making what you’ve got work properly together.

If things feel a bit scattered, that’s usually where I can help most.

Danny Hattersley 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).
Danny Hattersley Financial Planning is a trading name of Hattersley Financial Planning Ltd.
SJP Approved 09/04/2026

I had two very different conversations recently.One family had everything in place.The other thought they had more time....
13/05/2026

I had two very different conversations recently.

One family had everything in place.
The other thought they had more time.
Same situation. Very different outcomes.

I keep saying this - it isn’t about fear — it’s about keeping everything else intact if life throws something at you. And life does throw the proverbial at you!

Your home, your plans, your family’s stability could all change in an instant.

It’s one of those things people mean to come back to.

They just don’t always get round to it.

If it’s been on your list for a while, we should probably tick it off.

Danny Hattersley 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).
Danny Hattersley Financial Planning is a trading name of Hattersley Financial Planning Ltd.
SJP Approved 09/04/2026

The honest answer is — not dramatically. But definitely thoughtfully.We don’t have every detail yet, but we do know the ...
08/05/2026

The honest answer is — not dramatically. But definitely thoughtfully.
We don’t have every detail yet, but we do know the areas that tend to shift:
• Tax,
• Retirement,
• Property,
• Inheritance.

The mistake is doing nothing and waiting for clarity.

The smarter approach is checking:
– Are you structured efficiently now?
– Are you overly exposed in one area?
– Could small tweaks now save bigger headaches later?

It’s not actually about reacting it’s about being ready for what might come.

If you want a second opinion on your current setup, I’m always happy to take a look.

Danny Hattersley 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).
Danny Hattersley Financial Planning is a trading name of Hattersley Financial Planning Ltd.
SJP Approved 09/04/2026

True story – a couple I’ve recently started to work with said this to me last week.They’re actually doing really well, e...
06/05/2026

True story – a couple I’ve recently started to work with said this to me last week.

They’re actually doing really well, earning good money, everything looks great from the outside. But when we sat down, they realised they’d never properly joined everything up.

Savings here, pensions there, bits of investing — all good decisions, just not connected.

And it’s a really common issue.
You can be doing everything “right” and still not feel confident about where it’s all heading.

Once it’s pulled together properly, things just feel much clearer.

If that sounds familiar, you’re not alone and it’s very fixable.

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

Danny Hattersley 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).
Danny Hattersley Financial Planning is a trading name of Hattersley Financial Planning Ltd.
SJP Approved 09/04/2026

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