Filsell Wealth

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Filsell Wealth

Plan Build Protect

03/06/2025

Your efforts today, will shape your success tomorrow.

As we enter a new tax year, don’t forget this golden opportunity to review your pension plans.

By making additional contributions, you can unlock valuable tax allowances and reliefs, significantly boosting your pension pot. Seize the chance to maximise your contributions and enjoy those important tax benefits.

Good Habits start now: make pension planning your Tax year-end tradition. Contact us today www.filsellwealth.co.uk

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

Taxation rules can change at any time and are dependent on individual circumstances.

Filsell Wealth 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) 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 3/6/25

03/10/2024

Plan. Build. Protect

At Filsell Wealth, we strongly believe that investment and relationships are the same. That’s why positive testimonials and outcomes are so important to us.

We specialise in providing high quality advice on many aspects of wealth managements, working with you to achieve your financial goals.

To find out more, please check out our website: www.filsellwealth.co.uk or get in touch!

21/06/2023

We are going to the show!

This week brings the to Edinburgh.

It’s a fantastic opportunity to see all that Scotland 🏴󠁧󠁢󠁳󠁣󠁴󠁿 has to offer, meet and network.

will be at the show all day on Friday

01/05/2023

Mental Health affects everyone. Sign up today to find out how to improve your mental health and build resilience in your team. Drop us a message if you’d like to come along.

See you on Friday!
Sign up link: https://rb.gy/xsq3y

27/04/2023

Meet the Fund Manager
SJP in Conversation with Wasatch Global Investors
Wednesday 3 May 2023 at 12:30– 13:30

📣 Attention Investors! 📣
Are you looking to gain insights on long-term investment strategies and discover how the Fund Managers add value to our portfolios?
Join our upcoming webinar with Ajay Krishnan, Portfolio Manager at Wasatch Global Investors.💼
With a focus on investment management for a wide range of clients, Wasatch Global Investors has been managing assets since 1975.🤝
Don't miss out on this engaging and interactive webinar.
Click the link below to join us!
https://sjp-co-uk.zoom.us/webinar/register/2216788097958/WN_zN5sL6xcTq-uKMvhcDcRuQ
The value of your investment can go down as well as up. You could get back less than you invested.

Filsell 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) 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 23/03/2023

29/03/2023

Did you know the current tax year ends on the 5th April?

24/03/2023

Find out how financial advice could benefit you: https://rb.gy/am4owa

15/04/2022

Out of my comfort zone,Ukraine 🇺🇦

We spend all day helping people plan for a future and trying to create certainty.

Last week I decided to try to make a difference in a small but very real way. After sending Tim and the gang back to Ukraine with more meals, sleeping bags and first aid kits, I was planning a usual weekend… Friday night glass of wine followed by the gym and some cycling.

I realised I could do more.. so I got on a plane and flew to join the Sandstone Communications team on the Polish / Ukrainian border doing what ever we could to help these citizens have any kind of a future. This led to unloading pallets of water; cleaning the kitchen; building a marquee; helping a lady from her wheelchair onto a bed; and helping a 16 year old and her family get back into Ukraine to see Dad, who had chosen to stay behind and fight whilst they stayed safe in Germany.

The experience was both humbling and inspirational in the same breath. Meeting people who don’t know where they are going to sleep tonight yet have no intention of backing down or becoming victims.

Right now they are defining their wealth as surviving …

It also proved to me that with the right mindset we can make a difference - no matter how small.

Plan . Build . Protect

These missions couldn’t happen without MotoJoe Vango Bluesky Experiences Ltd First Aid One Gardner Chevron Traffic Management STC- Trailers, Trucks & Towbars

Address

Dunblane
FK159NS

Website

http://FilsellWealth.co.uk/

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