Acacia Wealth

Take a look at our clip below, where Ben Hayward Dip PFS shared the Power of Investing during our most recent Money Tree event. Many people know the importance of investing but keep putting it off. Life gets busy, markets seem uncertain, and suddenly years pass without taking that crucial first step. The truth is, the earlier you start, the more powerful compound growth becomes. It’s not about timing the market but time in the market that creates real wealth. Even small, consistent investments can grow significantly over the years. Don’t let hesitation rob you of future financial security. What’s holding you back from starting your journey? Let’s discuss! 💬 #Investing #FinancialEducation #financialwellbeing

There is considerable uncertainty regarding the changes that will be announced in the Autumn Budget on 30th October. Ben Hayward Dip PFS gives his views on what these changes are likely to be and how these could impact your personal finances.

🌟 In case you missed it: We’re excited to share our rebrand to Acacia Wealth! 🌳 Inspired by the Acacia Tree—known for its durability, stability, and ability to support diverse ecosystems—we aim to bring these qualities to our financial planning services for clients. Check out this video from our recent Money Tree event, where Catherine Rees dives deeper into our mission and vision. Let’s grow together! 💚 #AcaciaWealth #FinancialPlanning #Rebranding #MoneyTreeEvent

🎉 Last Thursday, we proudly launched our rebrand to Acacia Wealth at our Moneytree Series event! 🌱 It was an evening full of great conversations and valuable insights. Check out the below clip of Ben Hayward Dip PFS exploring ESG investing and it's impact on the future of finance. 💡 #AcaciaWealth #ESGInvesting #FinancialEducation

Do you know what the Mortgage Charter is and how it could potentially relieve the financial burden on your mortgage repayments over the short term? What else is there that you do not know about your mortgage that could save or make you money? Join us on 27th June at The Counting House to find out.

In advance of our monthly Money Tree Series event next week Thursday, Tyron Edmonds CFA Chartered MSCI, MD of Jackson Hodge Wealth, gives a very brief insight into the pivotal role we play for our clients. Thank you to Maskew and Ningi for hosting and the production work.

Maskew attended Outset Studio and Beyond the Boardroom, hosted by Pacific Asset Management to capture some footage 🎥 Make sure you follow Jym Brown from Ningi and Tyron Edmonds CFA Chartered MSCI from Jackson Hodge Wealth to see some of the content we've created, coming out very soon 👀 Have you got an event coming up? Want to engage your audience beyond that single event? Contact Maskew to improve your personal brand with #video content 💜

We hosted a fully booked event at the very elegant The Walbrook Club last week in collaboration with EQ Investors I B Corp with well-informed guests on the topic of ESG investing. There were great questions about how the FCA is looking to regulate the providers of ESG investments to distinguish between those genuinely committed to sustainable investing and those which are merely using the label. Thank you to Dale Scorer, CFA, Louisiana Salge, Ben Hayward Dip PFS and the The Walbrook Club for supporting us with the event.

Sustainable Investing - Beware The Great Green Wash! ☢ Reclaim Finance - ONG points out that 5 of the largest asset managers in the US and Europe are passed off as 'sustainable' despite exposure to new oil and gas projects in 70% of their 'sustainable' passive funds. If you are an investor who is passionate about investing in companies with strong ESG credentials, how do you know that what you are invested in is the real deal? Is it true that accessing true sustainable investments is expensive or lagging in performance? Who are the masqueraders and who are sustainability champions? We explore all of this in our upcoming event hosted in collaboration with EQ Investors I B Corp.