MWealth

We are a family company at heart, built on real values and we will always be honest with you.

29/10/2026

Small businesses were front and centre in yesterday’s Budget.

That matters whether you run one, work for one, or just appreciate having a good local pub or gym to go to.

There is support on business rates, new backing for young and female founders, and important changes around VAT for online marketplaces.

I’ve broken down the key points here: https://www.m-wealth.co.uk/article/detail/sjpp/2026-autumn-budget-what-business-owners-need-to-know

27/10/2026

What will the Autumn Budget mean for your finances?

A panel of specialists from St. James's Place is hosting a webinar for our friends and clients, which will provide a clear and practical overview of the key announcements of the , exploring what they could mean for you, your families, your businesses, and your long-term financial planning.

📅 Monday 2 November
⏰ 10:30am - 11:30am

Please join us for expert insight and guidance following the Budget.

Register here: https://events.zoom.us/ev/AvUSAkA7CfPizt2Txyds-3xG2ucjXR0jagL8VrVI_mggY9Cyqlof~Ahu1X8VimZFG_JuFYTlEp7uzvErzsdR41qkTuE5fp7jZvplXkMfCLrwgvQ

MWealth 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 09/10/2026

23/09/2026

Would you trust a coin flip with your finances? A new report from fintech firm Saturn has tested 18 leading AI models, including ChatGPT, Claude, Copilot and Gemini, against real financial questions, and the results are frightening. Wrong answers were given 57% of the time, jumping to 88% on complex, multi-step questions. One model even invented a pension tax rule that could have landed a saver with a £17,500 bill from HMRC.

It's estimated that 11 million UK adults trust AI to make financial decisions for them. For an industry on structured advice and strong relationships, this is a risk we can't afford to ignore. Full breakdown here:

That's a problem brokers should be shouting about

27/05/2026

Businesses don’t fail overnight… but losing the wrong person can make it feel that way.

Most businesses protect their buildings, vehicles, and systems, but what about the people everything depends on?

This real-life story shows how quickly things can change when a key person becomes seriously ill—and how the right protection can make all the difference.
- Faster access to treatment
- Less financial and operational stress
- Stability during uncertainty

It’s not just about money. It’s about keeping your business running when life throws the unexpected your way.

If your business relies on one or two key individuals, this is something you can’t afford to ignore. So if you'd like to understand how protected your business really is, let’s talk
https://www.m-wealth.co.uk/article/detail/sjpp/when-key-person-cover-becomes-personal-for-business-owners.html

Address

11 Beaumont Gate
Radlett
WD77AR

Website

https://www.m-wealth.co.uk/contact

Alerts

Be the first to know and let us send you an email when MWealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.