York Professionals’ Post

No one person is an island. Getting advice from people you trust can help you navigate all elements of life. In this story, a St. James's Place client explains how she discovered the benefits of a financial adviser’s support after splitting from her husband. Discover the empowerment of invaluable advice: www.avfp.co.uk Andrew Varley Financial Planning 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 (07/10/2024) #InvaluableAdvice #Hereforyou

Building trust with your financial adviser goes beyond managing numbers—it’s about creating a partnership that provides guidance throughout your life’s biggest moments. Chapter 3 of The Real Life Advice Report, commissioned by St. James’s Place, and carried out by Opinium reveals how deep, long-term relationships with advisers help clients navigate key financial decisions and plan for the future. Hansa Wealth Management 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 21/10/24  #RealLifeAdvice

THERE ARE MANY REASONS FOR TAKING FINANCIAL ADVICE: 1. I needed help with a COMPLEX matter; 2. I needed the PEACE OF MIND that I'd have enough money in the future; 3. I didn't feel CONFIDENT managing my finances on my own; 4. I didn't have TIME to manage my finances on my own; 5. I didn't know where to START. Last week's Budget has significant implications to many - please do get in touch, we are here to help 😁 #ukbudget2024 #peaceofmind #financialhelp 😁

Financial planning doesn't have to be SCARY! We break down wealth building into 4 straightforward steps: https://lnkd.in/gvkeRxmx. Happy Halloween from our not-so-scary Geddi Capital family!

🌟 Peace of mind is priceless, and that’s what we offer our clients. We understand that managing your financial goals can be overwhelming, which is why our expertise is here to lighten the load. When you partner with us, you can focus on living your life while we take care of your financial future so you can enjoy what truly matters. Strategic Wealth Solutions Limited 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 30/09/2024 #PeaceOfMind #FinancialPlanning #ExpertAdvice #Edinburgh #LiveLifeFully #financialwellness #financialwellbeing

"I find financial planning can be overwhelming, but speaking to Lauren put my mind at ease.” A few years after Claire set up her business, the world came out of lockdown, which made her think about what the future held for her and her family. From a personal perspective, getting financial advice has made a big difference to how Claire feels about her finances – and her future. Discover the relief of invaluable advice: https://lnkd.in/eEnJr9Gu Futurus 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 (15/10/2024) #InvaluableAdvice

Financial advice is a matter of trust and understanding, as much as money. 62% of people surveyed have never switched financial adviser, rising to 74% of those aged 55 or over. A strong relationship is the principal reason why people stay with the same financial adviser. Over 86% of those who already receive ongoing advice would recommend it to family and friends. Longstanding financial advice relationships build stronger financial futures, offer support at major life moments and improve quality of life. Source 1The Real Life Advice Report was commissioned by St. James's Place. Opinium surveyed 12,000 UK adults between May and August 2024. Quantative data referenced is sourced from the first poll which had a total sample of 7,995 respondents. Survey included those aged 18-34 (1,940), aged 35-54 (2,654) & aged 55 and over (3,401). #RealLifeAdvice #FinancialPlanning

🌊Meet Alexandra Hill, our Senior Registered Associate at Weisberg Wealth Management. 🌊 With her expertise and dedication, Alex helps clients navigate their financial goals with confidence. Click the link in our bio to learn more about Alex’s experience and how she can assist you with your wealth management needs. #FinancialAdvisor #WealthManagement #NaplesFL #FinancialGoals #MeetTheTeam

We can all feel overwhelmed at times, and don't know where to start, particularly when looking at putting a solid financial plan in place. SJP are here to help. #financialfreedom #financialplanning

Many of us will be considered vulnerable at some point in our lifetime. However, both lack of awareness of the support available and unwillingness to start conversations is causing clients who may be experiencing a period of strain in their lives, or others where vulnerability is a permanent fixture, to suffer. Chapter 4 of The Real Life Advice Report, commissioned by St. James’s Place, and carried out by Opinium, explores consumer awareness of the additional support available and their likelihood to discuss additional support needs with their financial adviser. When times get that little bit more tough, let us help you. Hansa Wealth Management 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 11/11/24  #RealLifeAdvice