Frizzell Wealth Management Ltd

27/10/2026

With the Autumn Budget being announced tomorrow, there’s understandably a great deal of speculation around what the proposed changes could mean. 🍂

Our advice for now is simple: stay calm and avoid making decisions based on headlines alone. It's important to wait for the full details before considering any action.

Following the Budget, St. James’s Place will be hosting a webinar where its specialists will analyse the key announcements, explain the potential implications and answer questions.

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

Register here: https://events.zoom.us/ev/AvUSAkA7CfPizt2Txyds-3xG2ucjXR0jagL8VrVI_mggY9Cyqlof~Ahu1X8VimZFG_JuFYTlEp7uzvErzsdR41qkTuE5fp7jZvplXkMfCLrwgvQ?lmt=1792677066000

26/10/2026

Congratulations to Rosie Meadows , our team member of the Quarter! 🎉

Rosie has shown incredible commitment this quarter, consistently going the extra mile for both the team and our clients, all whilst studying for her Apprenticeship. 📖

Alongside passing her RO1 exam, she has continued to develop her knowledge, confidence and skills across every aspect of her role.

Congratulations Rosie, well-deserved! 👏

22/10/2026

Much of financial planning is about looking ahead, but even the best plans can be affected by life's unexpected events. ⌛

In our latest newsletter, we explore the importance of protection and how it can help create confidence, alongside updates on our office and recent team news. 💙

👉 Read it here: https://www.frizzellwm.co.uk/article/detail/2026/august/q3-2026

20/10/2026

Our quarterly brunches are always a great opportunity for the Frizzell team to come together, reconnect, and reflect on our recent successes. 🥪

A big thank you to 900 Cafe for providing the delicious food, the perfect addition to a day of great conversation. 💙

06/10/2026

We’re delighted to share the completion of our office expansion and refurbishment. 🪴

Looking after our clients for us at Frizzell is about taking the time to understand what matters most to them, helping them navigate important decisions, and building trusted relationships over the long term.

With that in mind, we’ve created additional dedicated meeting spaces designed to provide a calm and comfortable environment for those conversations. Away from the distractions of everyday life, they offer the time and space needed to think, discuss, and plan confidently for the future.

We’re proud of the result and of the way it reflects the personal service, care and attention that sit at the heart of our approach. 💙

23/09/2026

"Protection is too expensive."

This is probably the most common objection that we hear when we talk to our clients about protection.

And it's often wrong.

Many people are surprised to discover that life insurance or income protection can cost significantly less than they expected.

In some cases, less than a streaming subscription, gym membership or a family takeaway.

When we talk to our clients, the real question we ask isn't "Can you afford protection?" its “Can your family afford the consequences of not having it?”

Protection provides financial security during some of life's most challenging moments.

When viewed against the value it provides, it can become one of the most important investments you make.

08/09/2026

A great reminder of the value of work experience. 💙

Having Charles with us for two weeks was a great experience for everyone at Frizzell. While he got an insight into working in an office and the world of financial services, we also benefited from his fresh perspective and knowledge, particularly around AI and new technology.

It’s easy to think of work experience as something that benefits the student, but it really can be a two-way exchange. Charles brought fresh ideas, different perspectives and knowledge that has positively challenged the way we think.

We’re really pleased to have been able to give Charles that opportunity, and even happier that we got to learn from him along the way. 👏

We'd like to say a big thank you to Charles, a student from Cranford School, who has spent the last two weeks with us at Frizzell on work experience. 👏

During his time with us, he’s had the opportunity to see what life in financial services is really like, working alongside the team and helping with a number of projects around protection planning.

He’s been a pleasure to have in the office, showing a genuine willingness to learn, asking thoughtful questions, and getting involved in everything that came his way. It's been lovely to see his confidence grow and watch him gain an insight into an industry that was completely new to him.

Today marks the end of his experience, and we'd like to thank him for all his hard work over the past fortnight.

We wish him all the very best with his studies and whatever comes next. 🌟

04/09/2026

The summer holidays are coming to an end, and for many families, it’s time to head back to school. 🎒

While the focus might be on new uniforms, school shoes and getting back into the routine, it’s also a good time to think about the bigger picture, particularly when it comes to school fees.

For families considering private education, planning ahead can make a significant difference. Starting early gives you more time to build towards the costs and consider how school fees fit alongside your other financial goals.

👉 https://www.frizzellwm.co.uk/article/detail/2026/august/planning-for-school-fees.html

28/08/2026

We'd like to say a big thank you to Charles, a student from Cranford School, who has spent the last two weeks with us at Frizzell on work experience. 👏

During his time with us, he’s had the opportunity to see what life in financial services is really like, working alongside the team and helping with a number of projects around protection planning.

He’s been a pleasure to have in the office, showing a genuine willingness to learn, asking thoughtful questions, and getting involved in everything that came his way. It's been lovely to see his confidence grow and watch him gain an insight into an industry that was completely new to him.

Today marks the end of his experience, and we'd like to thank him for all his hard work over the past fortnight.

We wish him all the very best with his studies and whatever comes next. 🌟