Leonard Wealth Solutions Ltd

Leonard Wealth Solutions Ltd Chartered Financial Planner helping clients with all aspects of financial planning, jargon free, mak

Stepping back from the business you have built from the ground up is never easy.But with the right advice and guidance, ...
13/07/2026

Stepping back from the business you have built from the ground up is never easy.

But with the right advice and guidance, founders can achieve a successful deal and move onto the next stage of life.

This is how Steve and Andrea to sold their business, flex7, and moved on to growing their second business, Quickwire.

đź”— https://www.leonardwealthsolutions.co.uk/article/detail/sjpp/helping-a-business-owner-to-step-back-and-move-forward.html

Leonard Wealth Solutions 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 26/6/2026

Elephant’s Child is a business advisory firm that specialises in helping SMEs grow, raise capital and plan for successful exits.

Have you thought about what comes next for your business?For some owners, passing ownership to employees is one option w...
12/07/2026

Have you thought about what comes next for your business?

For some owners, passing ownership to employees is one option worth exploring. It can help preserve the business culture, but it also requires time and careful planning.

Here are the key points to consider: https://www.leonardwealthsolutions.co.uk/article/detail/sjpp/employee-ownership-pros-and-cons-of-selling-your-company-to-your-staff.html https://www.leonardwealthsolutions.co.uk/article/detail/sjpp/employee-ownership-pros-and-cons-of-selling-your-company-to-your-staff.html

Leonard Wealth Solutions 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 25/6/2026

The last five years has seen a rapid increase in the number of employee-owned businesses in the UK, with 30% year on year growth, according to the Employee Ownership Association (EOA). The number of employee-owned businesses was 650 in 2020, by the end of 2025 this had soared to around 2,800.1

It’s natural to hope for the best. But it’s also a good idea to have a back up plan.Protection insurance can help provid...
10/07/2026

It’s natural to hope for the best. But it’s also a good idea to have a back up plan.

Protection insurance can help provide financial support if illness or unexpected events affect your ability to work.

Explore how it works and why it can bring peace of mind: https://partnership.sjp.co.uk/article/detail/sjpp/what-is-protection-and-why-do-i-need-it.html

Leonard Wealth Solutions 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 30/6/2026

What is protection and why do I need it?

Planning for retirement often means thinking differently about risk.Many people begin to consider how to make their inve...
08/07/2026

Planning for retirement often means thinking differently about risk.

Many people begin to consider how to make their investments more stable, especially as they get closer to drawing an income.

This article explains what de risking involves and how a gradual approach can help balance security with longer term growth.

đź”— Learn more: https://www.leonardwealthsolutions.co.uk/article/detail/sjpp/approaching-retirement-what-is-the-right-time-to-de-risk.html

Leonard Wealth Solutions 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 12/6/2026

Moving from decades of building wealth to relying on investments for income is a significant transition. At this point, many people begin to think more carefully about risk, particularly how much of it they are comfortable taking.

Everyone faces challenges at different points in life.Periods of vulnerability can be short or long term, and may arise ...
08/07/2026

Everyone faces challenges at different points in life.

Periods of vulnerability can be short or long term, and may arise from a wide range of situations.

What matters is having access to the right support when it’s needed.

This article explores how planning ahead and asking for help can make difficult times feel more manageable: https://www.leonardwealthsolutions.co.uk/article/detail/sjpp/vulnerability-isnt-a-label-its-part-of-life.html

Nobody likes to think of themselves as being vulnerable, but the reality is that all of us will likely experience periods of vulnerability at some stage in our lives. Vulnerability can be caused by a range of factors, such as physical or mental illness, bereavement, the end of a relationship, or sig...

Women are more likely than men to say they are worse off financially than a year ago, according to the latest Financial ...
04/07/2026

Women are more likely than men to say they are worse off financially than a year ago, according to the latest Financial Health Report 2026: Women and Wealth. Women are earning, inheriting, and controlling more wealth than ever before, but this greater financial power is not yet translating into improved confidence or resilience.

Despite this, the findings of the report, carried out by Opinium, show a shift among younger women. Those aged 18-34 are investing in higher numbers and are more likely to have a financial plan.

Read more about the findings in this article: https://www.leonardwealthsolutions.co.uk/article/detail/sjpp/women-and-wealth-report-divide-in-short-and-long-term-financial-focus.html

Leonard Wealth Solutions 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 23/6/2026

Women are earning, creating, inheriting and managing more wealth than ever before. Yet research suggests this is not matched by greater confidence or engagement with long-term financial decisions. This is according to St James’s Place’s Financial Health Report 2026: Women and Wealth, published t...

🏠 Many homeowners consider downsizing at different stages of life.Whether it’s to make things more manageable, affordabl...
02/07/2026

🏠 Many homeowners consider downsizing at different stages of life.

Whether it’s to make things more manageable, affordable or to access some of the value tied up in a property, there are a range of factors to think about.

This article explains the main considerations and why it’s worth exploring all your options: https://www.leonardwealthsolutions.co.uk/article/detail/sjpp/is-downsizing-the-right-move-for-you.html

Leonard Wealth Solutions 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 25/6/2026

The rise in the cost of living, particularly energy bills, over the past two years means running a large home has become increasingly expensive. For some people, downsizing is about a change in lifestyle in retirement, because they want a property that is easier to manage.

New legislation has changed how private landlords operate in England.The Renters’ Rights Act affects evictions, rent inc...
25/05/2026

New legislation has changed how private landlords operate in England.

The Renters’ Rights Act affects evictions, rent increases and tenancy structures, and includes new requirements for sharing information with tenants.

Learn what’s expected under the new rules: https://www.leonardwealthsolutions.co.uk/article/detail/sjpp/renters-rights-act-what-landlords-need-to-know.html

Leonard Wealth Solutions 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 6/5/2026



The Renters’ Rights Act came into force on 1 May 2026. It brought in new rules and requirements for private landlords in England, including the banning of no-fault evictions and fixed term tenancies. There are also new regulations around increases to rent.

Frozen income tax thresholds are dragging people into higher bands, a trend compounded by years of high inflation.In thi...
22/05/2026

Frozen income tax thresholds are dragging people into higher bands, a trend compounded by years of high inflation.

In this environment, tax efficiency matters more than ever. Making full use of available allowances and structuring assets thoughtfully can make a meaningful difference over time.

As the 2026/27 tax year begins, SJP look at practical tax planning opportunities for people at different life stages – from those starting their careers to those in retirement.

đź”— https://www.leonardwealthsolutions.co.uk/article/detail/sjpp/new-tax-year-maximising-opportunities-at-every-life-stage.html

Leonard Wealth Solutions 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 1/5/2026

Household finances continue to be squeezed in 2026. With income tax thresholds frozen until at least 2031, more taxpayers are being pulled into higher tax bands. Plus, years of high inflation have compounded the problem as rising prices mean less disposable income.

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