Jen Beardsley. Financial Adviser

Jen Beardsley. Financial Adviser Partner | St. James's Place.

I provide comprehensive Financial Planning and Wealth Management services to Individuals, businesses and families, to help them achieve their financial goals, irrespective of their resources or stage of life.

Could your pension increase your inheritance tax (IHT) bill? From April 2027, most unused pension funds will be included...
28/08/2026

Could your pension increase your inheritance tax (IHT) bill? From April 2027, most unused pension funds will be included in estates when calculating IHT.

For some families and individuals, having unspent pension funds could significantly increase the value of their estate for IHT purposes.

Will these changes affect you? It’s worth taking some time to understand your position, plan and act.

Read more in here: https://partnership.sjp.co.uk/article/detail/sjpp/how-pension-changes-could-affect-your-inheritance-tax-plans.html

Jenyfer Beardsley 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 20/08/2026

Handling finances during a bereavement is never easy.For many people, it can feel overwhelming to navigate the practical...
21/07/2026

Handling finances during a bereavement is never easy.

For many people, it can feel overwhelming to navigate the practical and legal steps at
such an emotional time.

This article provides a simple outline of what’s involved, including probate and the role of
an executor. It also highlights how taking things gradually can help make the process
more manageable.

🔗 Read more: https://www.sjp.co.uk/individuals/news/managing-finances-in-bereavement

Jeny Beardsley 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 03/07/2026

Women are playing an increasingly important role in shaping the financial future, yet confidence and engagement can stil...
10/06/2026

Women are playing an increasingly important role in shaping the financial future, yet confidence and engagement can still vary.

Research from SJP’s Behavioural Science Report, in partnership with Ipsos, shows the right support and communication can make a real difference in how women approach investing and long‑term planning.


This article introduces a new series by SJP, exploring key financial topics, with the aim of helping women feel more informed and empowered.


Take a look here: https://partnership.sjp.co.uk/article/detail/sjpp/women-and-wealth-navigating-the-financial-future.html


Jeny Beardsley 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 8/6/2026

The Bank of England has chosen to hold the base rate at 3.75%.While rates have remained stable since December, inflation...
13/05/2026

The Bank of England has chosen to hold the base rate at 3.75%.

While rates have remained stable since December, inflation remains above target and rising energy costs are adding to uncertainty around future decisions.

This article summarises the latest update and the key factors influencing the outlook for interest rates in the year ahead.

🔗 Read more: https://partnership.sjp.co.uk/article/detail/sjpp/bank-holds-base-rate-as-balancing-act-gets-tougher.html

Jenyfer Beardsley 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

The start of a new tax year is a useful moment to take stock.With tax thresholds frozen and living costs still elevated,...
05/05/2026

The start of a new tax year is a useful moment to take stock.

With tax thresholds frozen and living costs still elevated, making the most of available allowances has become increasingly important.

This article explores how priorities can change at different life stages and why regular reviews — whether early in a career or approaching retirement — can help financial plans stay aligned with long term goals.

🔗 Read more: https://partnership.sjp.co.uk/article/detail/sjpp/new-tax-year-maximising-opportunities-at-every-life-stage.html

Jen Beardsley 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

Periods of geopolitical uncertainty can feel unsettling — but they don’t always change long‑term outcomes.History shows ...
09/03/2026

Periods of geopolitical uncertainty can feel unsettling — but they don’t always change long‑term outcomes.

History shows markets can recover from major global events. A recent example is the invasion of Ukraine, after which many markets rebounded and moved close to all‑time highs.

This article shares a clear checklist to help investors decide whether uncertainty calls for action — or a focus on long‑term plans.

Read more: https://partnership.sjp.co.uk/article/detail/sjpp/keep-calm-and-carry-on-geopolitical-effects-on-markets-prove-temporary.html

Jeny Beardsley 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 Chancellor has delivered her 2025 Budget. If you’re unsure what the changes could mean for your money, we're here to...
27/11/2025

The Chancellor has delivered her 2025 Budget. If you’re unsure what the changes could mean for your money, we're here to help.

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