Mustin Pearce Financial Management

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• Investment Planning
• Retirement Planning
• Protection Planning
• Access to Specialist Banking
• Tax planning
• Intergenerational Wealth Management
• Inheritance Tax Planning
• Cash Flow Modelling

Last night, I chaired the Knowle and Dorridge Round Table business meeting held in Dawaat Restaurant, Knowle. A great ev...
14/10/2026

Last night, I chaired the Knowle and Dorridge Round Table business meeting held in Dawaat Restaurant, Knowle.
A great evening of good company, excellent food and some important conversations as you'd expect.

A particular highlight was an insightful and thought provoking talk on Prostrate Cancer Awareness from Stefan March. A huge thank you to Stefan for sharing such valuable info and reminding us all of the importance of taking our own health seriously - something many of us are probably guilty of neglecting.

One key takeaway was the upcoming free Prostrate-Specific Antigen (PSA) blood testing event organised by the Solihull Prostrate Cancer Support Group. A worthwhile opportunity for the eligible men to take a proactive approach to their health. See photo for more info.

Beyond the social side, evenings like this are a great reminder of what Round Table is about - bringing people together, building friendships and supporting our local communities.

So, if you enjoy good company and fancy getting involved, seek out your local Round Table: we'd love to hear from you!

They say working for yourself is about freedom. I am fairly sure they meant the freedom to spend an unreasonable amount ...
28/09/2026

They say working for yourself is about freedom. I am fairly sure they meant the freedom to spend an unreasonable amount of money on taking the family to see Oasis next year. Tickets secured. Definitely maybe worth it.
Some might say.

Last week I was very privileged to have been invited to SJP's Leadership Summit where more than 300 of the Partnership's...
22/09/2026

Last week I was very privileged to have been invited to SJP's Leadership Summit where more than 300 of the Partnership's leading business owners came together with industry experts and guest speakers to explore the opportunities ahead, share practical ideas and strengthen the connections that make our Partnership unique.
Among those inspirational guest speakers was the marvel that is Tim Peake.
Other highlights included helping to raise £530,000 for the SJP Charitable Foundation and the special announcement of double matching by St. James’s Place.
These funds will truly make a lasting difference, empowering communities here in the UK and further afield.
Spot the back of my head!

A great moment meeting our local Mayor at Dorridge Day yesterday in my role as Chairman of Knowle and Dorridge Round Tab...
07/09/2026

A great moment meeting our local Mayor at Dorridge Day yesterday in my role as Chairman of Knowle and Dorridge Round Table. It was also fantastic to have our company represented with our stand at such a brilliant community event. The day turned out to be a giant success, aided by the weather, raising valuable funds for local charities and good causes.
I am incredibly grateful to everyone who attended, supported the event and helped Round Table continue its good work.

A fulfilling retirement doesn’t just happen - it’s built with careful planning and expert advice.Whether you dream of tr...
29/06/2026

A fulfilling retirement doesn’t just happen - it’s built with careful planning and expert advice.

Whether you dream of traveling the world, diving into personal passions, or simply embracing financial freedom, your retirement should be defined by YOU.

The key? A well-thought-out plan with the right guidance to make it a reality.

Let’s start shaping your future. Talk to me today Mustinpearcefinancial.co.uk/advice-and-services/retirement-planning

Mustin Pearce Financial Management Ltd 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 St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.

SJP Approved 29/06/2026

When you support a small family-run business, you're supporting people who are balancing business, family life and raisi...
18/05/2026

When you support a small family-run business, you're supporting people who are balancing business, family life and raising children all at the same time. Every client and recommendation helps keep money in the local community; a community which we care immensely about.

Small businesses are built on personal relationships, a lot of hard work and long-term trust. Your support helps keep the wheels of family life moving forward whilst creating opportunities and stability for the next generation

Illness or injury can create significant financial pressure if you’re unable to work for a period of time.In today’s eco...
20/04/2026

Illness or injury can create significant financial pressure if you’re unable to work for a period of time.

In today’s economic climate, with living costs rising and increased demand on the NHS, many people are considering how protection insurance could provide a financial safety net for themselves and their families.

This article outlines the main types of cover available, including income protection and critical illness cover, as well as the factors that can influence cost and how payouts are usually treated for tax purposes.

🔗 Read more: https://lnkd.in/eMATXyWN

Mustin Pearce Financial Management Ltd 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 26/2/2026

This link will take you to a page that’s not on LinkedIn

With the UK tax year recently wrapping up, things in financial services tend to get a bit hectic, calenders filling up, ...
14/04/2026

With the UK tax year recently wrapping up, things in financial services tend to get a bit hectic, calenders filling up, inboxes buzzing with one last push before things reset.

Then with the new tax year there comes a fresh energy, new projects and the chance to start planning what exciting opportunities the year ahead will bring.

On a personal level, I had the absolute pleasure of being signed in as Chairman of the Knowle and Dorridge Round Table, taking over from Neil who has set the bar extremely high! Well done Neil.

Hoping to follow his footsteps and continue to help raise important funds for local communities as well as having bloody good fun doing it!

There have been some changes to the way furnished holiday lets (FHLs) are taxed, and many owners are now checking in on ...
24/03/2026

There have been some changes to the way furnished holiday lets (FHLs) are taxed, and many owners are now checking in on how this might affect them.

With the old FHL rules no longer in place and some adjustments expected in the coming years, it’s a good moment for holiday‑let owners to stay informed.


Our article breaks down the updates in a simple way and highlights the key things to know ahead of the 2025/26 tax year‑end.



🔗 Find out more: https://partnership.sjp.co.uk/article/detail/sjpp/owners-urged-to-review-holiday-lets-as-tax-changes-bite.html



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


Mustin Pearce Financial Management Ltd 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 17/3/2026



Owners urged to review holiday lets as tax changes bite

Yesterday marked International Women's Day and I want to take a moment to celebrate the wonderful women in my life 💜 . F...
09/03/2026

Yesterday marked International Women's Day and I want to take a moment to celebrate the wonderful women in my life 💜 . From strength and loyalty of the women who raised me, to the support, fun and love from my wife and 3 daughters. Laughter and wisdom from friends and colleagues.

Women's resilience, compassion and determination remind me daily of how powerful women are.

Today and everyday I celebrate women across the world🤩

Address

St. James’s Place, One Central Boulevard, Blythe Valley Business Park
Solihull
B908BG

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