Financial Planning with Tasha

Call Directions Website Contact the business

Financial Planning with Tasha Financial Adviser

Helping individuals and families plan confidently for the future with clear, personal advice.

Focus on what matters to you. It’s not just about numbers, it’s about people, goals, and building long-term peace of mind.

So… my 4-year-old came to get me earlier and proudly told me he’d been practising his writing.I walked in to find his na...
14/04/2026

So… my 4-year-old came to get me earlier and proudly told me he’d been practising his writing.

I walked in to find his name… written on my curtains 🙃

Never trust a quiet child!!

I won’t lie, my first reaction was very much a “why the curtains?!” moment.

But then he’s stood there absolutely beaming, so proud of himself… and I had to pause. Because, if I’m honest, I was a little bit impressed too, his writing actually has come on a lot 😅not to mention what a difficult surface to write on!

Which made it quite hard to stay annoyed for long.

Because really, he was doing something we’d been working really hard on. Practising, being independent, doing exactly what I’ve been encouraging.

It just didn’t quite happen in the way I’d have chosen.

And it did make me think . . sometimes things don’t look great in the short term. They can feel messy, frustrating, and not quite what you had planned. But when you take a step back and look at the bigger picture, it doesn’t always mean something’s gone wrong, it can just be part of the process.

A bit like what we’re seeing with markets at the moment. There’s a lot going on in the world, and naturally that creates uncertainty and ups and downs. It’s easy to focus on those short-term movements and feel a bit unsettled by them.

But zoom out, and it’s a different perspective. These moments have always been part of the journey, not the end of it.

Not quite the same as writing on curtains… but maybe a reminder that short-term frustration doesn’t always mean long-term damage.

(Although I’m still not fully over the curtains 😅 just adds more character to our home . . right?! 🥴)

The value of your investment can go down as well as up. You could get back less than you invested.

PFP Wealth Group 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) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products.

SJP Approved 14/07/2026

08/04/2026

Blue skies, sunshine, kids in the paddling pool . . . and I’m inside working while my mum holds the fort 😅

Very much real life over here. As much as I’d love to just switch off and sit in the sun soaking up the chaos that is my kids, life doesn’t really work like that.

There’s always multiple things going on whether its work, planning (Anyone else’s kids have a better social life than them?!) and all the bits of life in between.

And I guess that’s what financial planning is, when you strip it right back at least. Not spreadsheets. Not loads of complicated stuff. Just having things set up in the background, so life feels a bit easier. .

Because let’s be honest, most of us are just trying to juggle it all the best we can!

(Please ignore the Crocs on the wrong feet… he’s a fiercely independent 2-year-old and I’ve learnt to pick my battles 😂)

Easter bunny trail at Hayles Fruit Farm 🐰🌿 Reality of the day:• My 2-year-old only wanted to jump in every muddy puddle•...
31/03/2026

Easter bunny trail at Hayles Fruit Farm 🐰🌿

Reality of the day:
• My 2-year-old only wanted to jump in every muddy puddle
• My 4-year-old finished the trail and declared it was all “fake, fake, fake” (likely due to the severe lack of actual chocolate… it was clues for a prize instead 🍫😅)

But watching them walk off together, muddy boots, bunny ears and all, it did make me think…

Life’s a bit like this. Things don’t always go to plan, expectations aren’t always met, and sometimes you’re just navigating puddles along the way.
And that’s exactly why having a plan matters.

Not because life is predictable but because it isn’t.

It’s not about getting everything perfect, just putting the right things in place so you feel more prepared for whatever comes next.

(And ideally… with a bit more chocolate 🍫)

The habits we avoid (because they feel harder)💔 Some financial habits don’t get avoided because they’re unimportant…They...
20/03/2026

The habits we avoid (because they feel harder)

💔 Some financial habits don’t get avoided because they’re unimportant…

They get avoided because they feel complicated or easy to put off.

🚗 Letting subscriptions roll on unnoticed

Let’s be honest – most of us have signed up for a subscription to get a better price or a “free” product, fully intending to cancel once the offer period ends…

…and then realised 12 months later we’re still paying full price.

It’s not carelessness, it’s life. These things are designed to be easy to sign up to and easy to forget. A periodic review can quietly free up money without changing your lifestyle at all.

😖 Putting off the more complex areas

The UK tax system is complicated, so it’s completely reasonable not to understand all of it. But having a basic understanding of what applies to you can help your money work more efficiently.

🛣️ Not having a clear financial plan

Goals give your money direction. Knowing what you’re working towards, roughly when, and why can turn individual decisions into a joined-up plan.

The aim isn’t perfection.

It’s making informed decisions, one step at a time.

PFP Wealth Group 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) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.


SJP Approved 04/03/2026


Address

PFP Wealth Group, Church View, Church Street, Stow On The Wold
Cheltenham
GL541BE

Alerts

Be the first to know and let us send you an email when Financial Planning with Tasha posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Financial Planning with Tasha:

Shortcuts

Share