Milne Wealth Management Ltd

Milne Wealth Management Ltd Relationships Built on 𝗧𝗿𝘂𝘀𝘁, Advice Based on 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 and 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲.

Personal Financial Advice For Families and Businesses

Milne Wealth Management Ltd is an AR of SJP

When working with us at Milne Wealth Management, it’s a prerequisite to love dogs. I think Jonn passed the test! 🐶
21/08/2026

When working with us at Milne Wealth Management, it’s a prerequisite to love dogs.

I think Jonn passed the test! 🐶

With the support of 90% of Labour MPs (349 in total), Andy Burnham has replaced Sir Keir Starmer as the UK’s prime minis...
20/08/2026

With the support of 90% of Labour MPs (349 in total), Andy Burnham has replaced Sir Keir Starmer as the UK’s prime minister for the remainder of this parliament, ending in August 2029 (at the latest). While pledging to do things differently, there are many challenges ahead. We take a closer look at some of the domestic issues the new prime minister may consider priorities.

Read more: https://www.milnewealth.co.uk/article/detail/sjpp/burhams-britain-economic-priorities-to-consider

Truman says sometimes we need to have the difficult conversations....Life insurance is often something we don’t talk abo...
18/08/2026

Truman says sometimes we need to have the difficult conversations....

Life insurance is often something we don’t talk about much, but it plays a crucial role in financial security.

It’s not just about saving for today; it’s about ensuring your family is taken care of in the future. Here are a few reasons to think about it:

- Provides stability in uncertain times
- Protects your loved ones from financial strain
- Helps maintain their lifestyle when you’re not around

It's important to keep our family’s future in mind when we think about financial planning.

One of my clients recently shared how they achieved their goal of retiring two years earlier than planned. They focused ...
14/08/2026

One of my clients recently shared how they achieved their goal of retiring two years earlier than planned. They focused on:

- Setting clear financial goals.
- Regularly reviewing their investments.
- Making small lifestyle adjustments to boost savings.

With a solid plan and a bit of discipline, they not only reached their target but also feel more secure about their future. It’s all about taking actionable steps that align with your vision.

If you’re eyeing an exit from your business, you’re probably wondering what the best route is, and crucially, how much i...
12/08/2026

If you’re eyeing an exit from your business, you’re probably wondering what the best route is, and crucially, how much it might be worth.

Carefully calculating your firm’s potential value before speaking to buyers should help ensure you’re in the strongest negotiating position.

Here’s our advice on how to work out a sale value and the key impacting factors.

Read more: https://www.milnewealth.co.uk/article/detail/sjpp/the-price-is-right-how-much-could-you-sell-your-business-for

We know Elaine likes to do her bit for charity when she gets the chance. Well, our Jonn is no different…. A couple of we...
10/08/2026

We know Elaine likes to do her bit for charity when she gets the chance.

Well, our Jonn is no different…. A couple of weeks ago, off he went to do a bit of line dancing and singing, dressed in full cowboy gear, for a charity called the Phab Friends Worthing.

They provide social activities and a safe place for disabled and non-disabled adults in an inclusive environment.

Jonn had a brilliant day with everyone and we gave them a small donation to support their goals.

We reminded Jonn about his day job so he didn’t get carried away….

Many people try to handle their finances alone, thinking they can squeeze in the research and DIY some investments. But ...
30/07/2026

Many people try to handle their finances alone, thinking they can squeeze in the research and DIY some investments. But often, it doesn’t pan out as expected.

That’s when the call comes in for us to do what we do best!

Some common DIY attempts:
- Trying to navigate complex tax rules
- Picking investment funds based on online advice
- Setting up estate plans without professional guidance

These DIY efforts can lead to costly mistakes. When things don’t go as planned, it’s comforting to know there’s support available to guide you through those tricky waters.

Truman says...Setting up life insurance can feel daunting, but it’s truly an act of care. ✨ You’re taking responsibility...
28/07/2026

Truman says...

Setting up life insurance can feel daunting, but it’s truly an act of care. ✨

You’re taking responsibility for those who would struggle the most if you weren’t there.

By planning ahead, you’re ensuring their peace of mind and financial security. Think of it as a thoughtful step toward protecting your loved ones and giving them a safety net.

If you’re considering life insurance, it might also be a good moment to review your overall financial plan.

Caring doesn’t have to feel heavy, and the benefits can be life-changing.

What happens when one of the world’s most valuable companies isn’t allowed into the S&P 500?SpaceX has become one of the...
28/07/2026

What happens when one of the world’s most valuable companies isn’t allowed into the S&P 500?

SpaceX has become one of the largest companies on the planet. Yet despite its size, it currently doesn’t qualify for inclusion in the US’s flagship stock market index, the S&P 500. Why?

All stock market indices have eligibility criteria which companies must meet in order to be listed on them. These include the size and value of a business (the market cap of a company), as well as having a minimum number of their shares available to be traded publicly.

With a market value just under $2 trillion, SpaceX is one of the 10 most valuable businesses globally. However, only around 7.5% of its shares are publicly trading, and the company is yet to achieve profitability, so SpaceX does not meet the eligibility criteria for some stock indices.

Yet in many ways SpaceX is no ordinary company. Its scale, profile and the level of investor interest surrounding its listing make it difficult for index providers to ignore. This has created an awkward dilemma for stock index providers. Should they stick rigidly to their rules, or change them to reflect the reality of today’s market?

If SpaceX entered the S&P 500 at roughly a 4% weighting, funds tracking the index could be forced to buy billions of dollars’ worth of SpaceX shares almost overnight. That buying pressure could push the share price higher still.

Read more: https://www.milnewealth.co.uk/article/detail/sjpp/spacex-and-the-billion-dollar-indexing-dilemma

One common request I often find myself saying 'no' to is the urge to chase quick investment returns. While the idea of f...
27/07/2026

One common request I often find myself saying 'no' to is the urge to chase quick investment returns. While the idea of fast profits can be tempting, it’s rarely in the best interest of my clients.

Here’s why:
- Long-term planning keeps your financial goals front and centre.
- It helps avoid rash decisions that can lead to greater risks.
- Stability often trumps speed when it comes to wealth management.

I always aim for strategies that benefit my clients in the long run, even if it means saying 'no' now.

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Almondsbury

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

Telephone

+443330064599

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