Smith Taylor Associates

02/09/2026

02/09/2026

Back at my desk yesterday 💻 after 3 full weeks off. 💃

Everything ticked along smoothly and I am all up to date.

Actions since I got back:
✅️ Booking in client reviews
✅️ Actioning pension contribution changes
✅️ Client moving to drawdown
✅️ ISA tops ups

I have a few new prospect meetings this week and a couple of client check in calls.

Also going to two pre booked networking meetings.☺️

Eldest now at College 😲 youngest going in to year 8! That went fast. (I now go to bed before my child 😅)

Still working on selling the house 🏠📦🚚, growing the business 📈 and in a moment of insanity today booked a six week fitness program 💪 😬🥵

Here are some holiday snaps 📸😎

01/09/2026

⭐ ⭐

This week, we're delighted to share some feedback from one of our valued clients about their experience of working with us.

We love receiving feedback from our clients. Not only does it help us understand what's working well, but it also helps us continue to improve and provide the best possible service and support.

If you're considering getting financial advice and would like to learn more about how we help our clients achieve their financial goals, take a look at our reviews on VouchedFor:
https://www.vouchedfor.co.uk/.../034995-laura-shufflebotham

Thank you to everyone who has taken the time to share their experience with us so far – we truly appreciate it.



Smith Taylor Associates Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Approved by The Openwork Partnership on 11/06/2026.

26/08/2026

During market uncertainty, information alone is not always enough.

Headlines can feel overwhelming, and it can be tempting to make quick decisions based on fear or uncertainty.

While AI can explain behavioural finance, it cannot build the trust required to influence behaviour when emotions take over.

A financial adviser can help you understand what is happening, keep your long-term goals in focus and avoid emotional decisions that could affect your future plans.

That human reassurance is one of the most valuable parts of advice.

Approved by The Openwork Partnership on 25/08/2026.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

Smith Taylor Associates Ltd. is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.

14/08/2026

I am currently on annual leave. Enjoying some quality family time. ❤️

Back in the office 1st September. 💻 my emails are being monitored by admin.📩 you can book appointments via the website for when I am back. 😊

10/08/2026

Women are set to play an increasingly important role in managing and passing on family wealth.

Starting conversations about financial planning early can make a real difference - not just for today, but for future generations.