A S Wealth Management

A S Wealth Management A S Wealth Management is a family- run financial advisory practice based in Perthshire.

Wishing everyone a very Happy Easter! 🐣🌷Easter is a time for fresh starts, reflection and spending time with the people ...
05/04/2026

Wishing everyone a very Happy Easter! 🐣🌷

Easter is a time for fresh starts, reflection and spending time with the people who matter most.

As spring arrives and new beginnings are all around us, it’s also a great reminder of the importance of looking ahead and planning for the future.

I hope you’re able to enjoy a relaxing long weekend filled with family, friends and plenty of chocolate.

Happy Easter to you and your loved ones!

30/03/2026

The Investor 125 is here! 📖

Markets may be volatile, but opportunity hasn’t gone anywhere.

In this latest edition from St. James’s Place, you’ll find insights on navigating today’s investment landscape - from how trusts can support inheritance tax planning, to the renewed potential of emerging markets, to whether gold might have a place in your portfolio. 🪙

You’ll also find practical steps to help protect yourself from the rising threat of financial scams, plus guidance on what to consider if you’re thinking about planning for an early retirement.

Read now and share with your network:
https://indd.adobe.com/view/876a3922-d568-4558-b621-59c1ee2a3e4a?utm_source=linkedin&utm_campaign=e-investor&utm_medium=social


AS 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 4/3/2026

We had some very important visitors in the office today… 🐶Meet Andrew and Katie's dogs, who stopped by the office to car...
26/03/2026

We had some very important visitors in the office today… 🐶

Meet Andrew and Katie's dogs, who stopped by the office to carry out a very thorough inspection.

Their main findings so far:

✔ Plenty of attention from the team
✔ Strong snack potential
✔ Comfortable spots for an afternoon nap

While they didn’t offer much financial advice, they definitely helped boost office morale. 🐾

There’s a new blog article on our website!This is a reflection on the importance of specific and tailored financial advi...
24/03/2026

There’s a new blog article on our website!

This is a reflection on the importance of specific and tailored financial advice.

Click the link below to read about it:

https://www.as-wealth.co.uk/article/detail/2026/march/how-specific-financial-advice-helps.html

A S 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). AS Wealth Management is a trading name of Able Solutions Wealth Partnership. SJP Approved 28/01/26

In an increasingly complex financial environment, receiving specific and personalised financial advice has never been more important. Every individual and business has different goals, challenges and priorities, which is why a tailored approach to financial planning is essential. At AS Wealth Manage...

We’re delighted to announce that Andrew Stewart has yet again qualified for the Top Rated Adviser Guide by VouchedFor! 🎉...
20/03/2026

We’re delighted to announce that Andrew Stewart has yet again qualified for the Top Rated Adviser Guide by VouchedFor! 🎉

This guide, which highlights some of the UK’s most trusted financial advisers based on genuine client feedback, will be published in The Times tomorrow -on Saturday 21st March.

A huge thank you to our wonderful clients for your continued trust, support and the reviews that made this recognition possible. Your feedback means a great deal to us.



AS Wealth Management is a trading name of Able Solutions Wealth Partnership which 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 20/03/2026

17/03/2026

Business owners have more tax-planning opportunities, but only if they’re used before the tax year ends.

With the right planning, retained profits can be used more efficiently and long-term wealth built in a tax-effective way.

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

AS 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 22/12/2025

This Mother’s Day, it’s worth recognising not just the love mums give but the incredible impact they have on families, c...
15/03/2026

This Mother’s Day, it’s worth recognising not just the love mums give but the incredible impact they have on families, careers, and the economy.

📊 Did you know:

• Around 3 in 4 mothers in the UK are in work, the highest level in over 20 years.
• 44% of mothers now work full-time, nearly doubling since 2010.
• More than 2 million mums are the main earners in their families, an increase of around 80% over the last 15 years.

Behind every number is a story of dedication, resilience and careful planning for the future.

To all the mums and mother figures out there: thank you for everything you do today and every day. Wishing you a very happy Mother’s Day. 💐

13/03/2026

What to Do Before Tax Year End 📅

With the tax year ending soon, now’s the time to review your finances. Make sure you’ve used your ISA and pension allowances; small contributions can make a big long-term difference.

A quick chat with an adviser can highlight opportunities you might miss on your own and give you confidence for the year ahead: https://www.sjp.co.uk/individuals/advice-and-products/tax-year-end-2526

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

AS 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 25/11/2025

With inflation rising and tax thresholds frozen until at least 2031, the tax burden has increased for many people.For th...
11/03/2026

With inflation rising and tax thresholds frozen until at least 2031, the tax burden has increased for many people.

For those whose wages have grown in recent years, moving into higher income tax bands has become more common, making it more important to make full use of available allowances.

This article highlights 5 key allowances to consider before the end of the tax year on 5th April and how tax‑efficient wrappers can support long‑term planning.

🔗 Read more: https://www.as-wealth.co.uk/article/detail/sjpp/five-allowances-to-use-before-tax-year-end.html

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

AS 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 2/3/2026

💜 Happy International Women’s Day! 💜Today we’re celebrating all the incredible women making a difference in their workpl...
08/03/2026

💜 Happy International Women’s Day! 💜

Today we’re celebrating all the incredible women making a difference in their workplaces, communities and families – including our fantastic team members Katie and Lulu.

Did you know:
📊 Women now control around one third of global wealth, and this is expected to grow significantly over the coming years.
📊 Yet only around 16% of financial advisers in the UK are women, showing there’s still progress to be made in the industry.

At AS Wealth Management, we’re proud to have Katie and Lulu as part of our team and to work with so many inspiring women who are taking control of their financial futures.

Here’s to celebrating the achievements of women everywhere today. 👏



AS Wealth Management is a trading name of Able Solutions Wealth Partnership which 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 Chancellor’s Spring Statement was delivered against a backdrop of rising geopolitical tension in the Middle East, ...
04/03/2026

🌐 The Chancellor’s Spring Statement was delivered against a backdrop of rising geopolitical tension in the Middle East, which continues to influence economic expectations here in the UK.

While the Office for Budget Responsibility (OBR) has updated its growth forecasts, uncertainty around oil prices, inflation and the timing of interest rate cuts remains a key consideration.

Explore the latest forecasts, the potential impact of global events, and what the OBR now expects for the UK economy through to 2030:

https://www.as-wealth.co.uk/article/detail/sjpp/middle-east-conflict-overshadows-spring-statement.html

As we enter 2026 and approach the end of the tax year, it’s important to check in on your finances.📃 This handy tax chec...
20/02/2026

As we enter 2026 and approach the end of the tax year, it’s important to check in on your finances.

📃 This handy tax checklist gives you top tips for the year ahead:

https://www.as-wealth.co.uk/article/detail/sjpp/top-tax-tips-for-the-year-ahead.html


AS 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 6/1/2026

Changes to tax regulations can have a domino effect on your finances, including your tax bill. As we enter 2026, it’s time to triple check that you’re aware of how any changes may affect you. This tax checklist gives you top tax tips for the year ahead.

Address

8 Atholl Crescent
Perth
PH15NG

Opening Hours

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

Telephone

+441738260221

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