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Savi Wealth

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We help individuals and business owners embrace financial planning and become "Savi".

03/11/2026

“I’ll sort it later” can become a very expensive decision.

We’re all guilty of putting things off.

Protection planning is one of those things that can feel easy to postpone.

Until circumstances change.
Your health changes.
Your family changes.
Your finances change.

And suddenly the conversation you thought you could have “later” becomes much more important.

Don’t wait for a reason to protect what matters.

Start the conversation with Savi Wealth today.https://www.saviwealth.co.uk/advice-and-services/protection-planning

Savi Wealth 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 title ‘Partner Practice’ is a marketing term used to describe St. James’s Place representatives.

SJP Approved 19/10/2026

30/10/2026

Your business depends on you. What happens if you can’t be there?

For many business owners, personal and business finances are closely connected.

Your income.
Your expertise.
Your decisions.
Your relationships.

But what happens if illness, disability or death suddenly takes you out of the picture?

Protection planning can help you consider the financial consequences and build a strategy around your circumstances.

Because protecting the business can also mean protecting the people who depend on it.

Speak to Savi Wealth about your protection planning.https://www.saviwealth.co.uk/advice-and-services/protection-planning

Savi Wealth 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 title ‘Partner Practice’ is a marketing term used to describe St. James’s Place representatives.

SJP Approved 19/10/2026

28/10/2026

You insure your car. You insure your home. What about you?

We insure the things we own.

But the thing that often makes everything else possible is our income.

Without it, could you still afford the mortgage?
The car?
The childcare?
The lifestyle?

Protection planning is about looking at the bigger picture and asking a simple question:

“What would happen financially if I couldn’t earn?”

If you don’t know the answer, it might be time to find out.

Start the conversation with Savi Wealth today.https://www.saviwealth.co.uk/advice-and-services/protection-planning

Savi Wealth 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 title ‘Partner Practice’ is a marketing term used to describe St. James’s Place representatives.

SJP Approved 19/10/2026

27/10/2026

You’ve protected your home. Have you protected the income that pays for it?

Buying a home is a huge financial commitment.
But the mortgage isn’t the only thing your income supports.

It pays for the life happening inside those four walls.

If illness, disability or death meant you could no longer earn as you do today, would your current financial plan still work?

Your biggest financial asset might be your ability to earn.

Make sure you’ve thought about protecting it.

Get in touch with Savi Wealth for a protection planning conversation.https://www.saviwealth.co.uk/advice-and-services/protection-planning

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

Savi Wealth 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 title ‘Partner Practice’ is a marketing term used to describe St. James’s Place representatives.

SJP Approved 19/10/2026

26/10/2026

We are Savi Wealth

Savi Wealth is focused on helping people make clear, confident decisions about pensions, savings, ISAs, and long-term financial planning. Michelle Herbert works with clients to simplify complex financial topics and provide guidance tailored to individual goals, whether that’s planning for retirement or making the most of your money today.

To find out more or speak with an adviser, contact Savi Wealth today.
https://partnership.sjp.co.uk/saviwealth/

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

Money talk with Savi Wealth

Savi Wealth 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 9/10/2026

23/10/2026

Illness doesn’t check your bank balance.

A serious illness can change your life in an instant.

And while your priority will rightly be getting better, financial pressure can make an already difficult situation even harder.

What happens to your income?
Your mortgage?
Your household bills?
Your plans?

Critical illness cover can form part of a wider protection strategy designed around your circumstances.

Don’t just plan for the life you expect. Plan for the life you might face.

Speak to Savi Wealth about putting a plan in place.
https://www.saviwealth.co.uk/advice-and-services/protection-planning

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

Savi Wealth 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 title ‘Partner Practice’ is a marketing term used to describe St. James’s Place representatives.

SJP Approved 19/10/2026

22/10/2026

Retirement is often split into two phases. Watch this short video where Michelle Herbert explains how these stages work and why planning for both is important.

Money talk with Savi Wealth

Contact Savi Wealth today. https://partnership.sjp.co.uk/saviwealth/

Savi Wealth 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 9/10/2026

21/10/2026

Could your family afford to lose you?

It’s an uncomfortable question.

But it’s an important one.

If your income disappeared tomorrow, how long could your family maintain their current lifestyle?

Would the mortgage still be affordable?
Would the bills still be covered?
Could your family keep their plans on track?

Protection isn’t about expecting the worst.

It’s about making sure the people who matter most aren’t left financially exposed if the worst does happen.

Have you checked your protection recently?

Start the conversation with Savi Wealth today.https://www.saviwealth.co.uk/advice-and-services/protection-planning

Savi Wealth 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 title ‘Partner Practice’ is a marketing term used to describe St. James’s Place representatives.

SJP Approved 19/10/2026

19/10/2026

What happens to your family if your paycheque stops?

Your income probably pays for more than you realise.

The mortgage.
The bills.
The school costs.
The family holidays.
The life you’ve worked hard to build.
But what happens if illness, injury or death means that income suddenly disappears?

Protection planning is about preparing for the things none of us want to happen — before you need it.

Don’t wait for a crisis to tell you what you should have protected.

Speak to Savi Wealth about your protection planning.

https://www.saviwealth.co.uk/advice-and-services/protection-planning

Savi Wealth 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 title ‘Partner Practice’ is a marketing term used to describe St. James’s Place representatives.

SJP Approved 19/10/2026

09/10/2026

Keeping money in an easy-access account can make sense for some of your savings.But what about money you’re putting aside for the longer term?

Understanding the difference between saving and investing and knowing when each may be appropriate can help you make more informed financial decisions.

The right approach depends on your goals, your circumstances and your future plans.

Savi Wealth helps families create smart, long-term financial plans.

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

Discuss further: https://www.saviwealth.co.uk/

Savi Waelth 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 21/08/2026

Address

6-8 Manvers Road, Swallownest
Sheffield
S264UD

Opening Hours

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

Telephone

+441709430461

Website

http://www.saviwealth.co.uk/

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