Powell & Associates Financial Planning

31/10/2026

The Autumn 🍂 budget is here take a look below ⬇️ at some key information 🎃

14/10/2026

We really appreciate receiving reviews from clients and prospects - it's an important part of what we do & each one is read and acted on :-) www.vouchedfor.co.uk/financial-advisor-ifa/portishead/066427-rich-powell

09/10/2026

🚨 Fraud Awareness Event in Portishead 🚨

Fraud and scams can affect anyone, and knowing what to look out for can make all the difference.

I’m pleased to share details of a Fraud Awareness Event at Portishead Banking Hub, being held in partnership with Avon and Somerset Police.

📅 Thursday 5 November 2026
🕙 10am–1pm
📍 Portishead Banking Hub, 64 High Street, Portishead, BS20 6EH

Representatives from Avon and Somerset Police, including a Fraud Protect Officer, will be there to offer practical advice on staying safe from scams and fraud, answer questions, and explain the steps residents can take to protect themselves and their finances.

It’s a great opportunity to get expert advice, learn more about the scams currently affecting local residents, and build confidence in spotting and avoiding fraud.

Please share this with friends, family and anyone in the community who might find it useful.

Facebook event 👇️
https://buff.ly/N3XKws5

08/10/2026

Research reveals women are far more likely than men to take career breaks, and for longer. But while career breaks are often a positive experience, they can have long-reaching effects.

St. James’s Place Group Advice Director, Alexandra Loydon, discusses the issue of career breaks and how planning ahead financially can help women better prepare: https://ow.ly/XGIM50ZVj2Y

St. James's Place Representatives represent only St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority,

SJP Approved 05/10/2026

30/09/2026

Divorce can bring difficult personal and financial decisions, especially when a business forms part of your future.

Taking time to understand your options can help bring greater clarity and confidence to an already challenging situation.

Read more: https://ow.ly/CCBC50ZQUqo

St. James’s Place Representatives represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

SJP Approved 22/09/2026

15/09/2026

Hello 👋 to our new followers

We are located 📍at 4 The Old Bakehouse, 42a High St, Portishead (next door to Ebb & Flo & Beauty at Kelliannes).

We now have 9️⃣0️⃣ reviews which are available via this link 👌

https://www.vouchedfor.co.uk/firm/11031-powell-and-associates-financial-planning?fbclid=IwdGRjcAUWRkRwZG9mAWZkaWQWUOdMVpWCbvC16cbpK12hUMJZjb-qFmV4dG4DYWVtAjExAHNydGMGYXBwX2lkCjY2Mjg1NjgzNzkAAR4MjrBX5Pkk7LTHMIrZP7PEVqAqyZ5DXUnBa1iZbgOAOs_Vxi4MXYrM7_qG2Q_aem_KAw5CYm7vu0lHq8QQcy4fg

4.9/5 from 90 reviews. Your home or other property may be repossessed if you do not keep up repayments on your mortgag

11/09/2026

Changes to pensions and inheritance tax have raised important questions for many families.

From April 2027, new rules could affect how some people think about passing on wealth to future generations. The right approach will depend on your circumstances, so understanding what's changing is an important first step.

Read our latest article to learn more: https://ow.ly/9fEK50ZLaxY

If you'd like to discuss your own situation, speak to an adviser: https://ow.ly/cHnZ50ZLaw6

St. James’s Place Representatives represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

SJP Approved 07/09/2026

30/08/2026

🌟 Applications for the next St. James's Place Charitable Foundation grant round will open this October.

The Autumn round will support charities working with children and young people who are disadvantaged physically, socially or economically, alongside organisations providing mental health support.

If you're considering applying, join our webinar on 15 September 2026 from 2:00pm to 3:00pm to learn more about the funding programme and application process.

Applications will be accepted from 1 to 8 October 2026, and applicants will receive a decision by 15 January 2027.

If your organisation is making a difference in either of these areas, we encourage you to consider applying. To find out more and to book onto the webinar, visit the Foundation's website: https://ow.ly/rA3w50ZG6sT

27/07/2026

💼 Andy Burnham topped the British political landscape last week, becoming the country’s seventh prime minister in ten years.

His first week in the role was greeted with some unexpected good news. UK inflation dropped to 2.6% in June, according to figures released by the Office for National Statistics.

Read more in our latest market update: https://partnership.sjp.co.uk/article/detail/sjpp/weekwatch-27-07-2026.html

24/07/2026

A great summer holiday’s local adventure raising money for a wonderful cause…and we may be on the map 🗺️ 🫶