Smith Taylor Associates

17/07/2026

This week has been a bit of a part time week 😅 running your own business has its advantages 😆

Monday - house viewing and bottomless brunch 🥂🏠

Tuesday - Networking, insurance appointment and admin💻

Wednesday - More networking and client lunch. Followed bu friends BBQ and the football ⚽️ 😬

Thursday - Spa day and initial appointment

Today - trip to Manchester 🚆 to attend an event about surviving before thriving. The challenges women face in life and business.

I now have a glass of wine 😅 family focused weekend with another bottomless brunch🥂 and some overdue actual chill do nothing time!

Hows your week been? 😁

16/07/2026

How involved are you in your household's financial decisions?

Research found that 21% of advised women who are married or living with a partner say their partner takes the lead on financial management and decision-making, compared with 13% of advised men.

Having an understanding of your finances can be invaluable, particularly if circumstances change unexpectedly.

Source: Boring Money, Women and Wealth: Building Better Advice Relationships (2025).

15/07/2026

⚽ Are your finances match fit?

We all prepare for the future by saving, investing and planning - but what if an unexpected illness or injury stopped you from earning an income?

Read the full blog here: https://smith-taylor.com/blog/are-your-finances-match-fit-why-financial-protection-matters-more-you-think/

Every four years, the World Cup reminds us how quickly fortunes can change. One moment a team is flying high, the next a single injury or unexpected setback can alter everything.

14/07/2026

⭐ ⭐

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/financial-advisor-ifa/rossendale/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.

13/07/2026

Major life events can often change the way we think about our finances. But are we prepared for them?

Research found that 14% of women first sought financial advice after receiving an inheritance, while 11% sought advice following major life events such as divorce, bereavement or redundancy.

Life doesn't always go to plan, but understanding how circumstances can affect our finances is an important part of preparing for the future.

Source: Boring Money, Women and Wealth: Building Better Advice Relationships (2025).

13/07/2026

Afternoon off 🥳🥂

Benefits of being the boss. 😆 sister only here for 10 days before moving to India 🇮🇳

Back at my desk tomorrow 💻

12/07/2026

Busy week with client reviews, networking, pension and insurance recommendations.

Exciting personally as my sister and parents are back in the country. ❤️

Personal stress is pretty high at the moment with more divorce drama 🙄 so it is good to have them here to support.

The sunshine is also wonderful 😎 the children are happy and excited for summer holiday plans.

The house 🏠 is still up for sale accepting I have no control over that one stress 🙈

How are you?

10/07/2026

📰 New Blog

With news headlines often dominated by market movements, inflation and global uncertainty, it can be easy to feel concerned about your finances.

In our latest blog, we explore why having a well-structured financial plan can provide stability during uncertain times and help you stay focused on your long-term goals, rather than reacting to short-term events.

Read the full blog here:
https://smith-taylor.com/blog/when-news-feels-uncertain-financial-plan-can-provide-stability/

Major political events often create a wave of questions. Following the resignation of Keir Starmer, commentators will spend weeks discussing what comes next and what the implications could be for the UK economy.

09/07/2026

What comes to mind when you think about investing?

According to recent research, 50% of women don't feel investing is for them, compared with 38% of men.

Building confidence around investing can play an important role in helping people achieve their long-term financial goals.

Source: Scottish Widows' Women and Retirement Report 2025, as referenced in Women and Wealth: Building Better Advice Relationships (Boring Money, 2025).

08/07/2026

I'm delighted to have received a Certificate of Excellence from VouchedFor, based on 5⭐ client reviews.

A huge thank you to everyone who has taken the time to leave feedback and share their experience of working with me. Your trust and support mean so much, and I'm incredibly grateful.

Helping people make confident financial decisions is what I love to do, so this recognition makes it even more special.

Thank you again to all my wonderful clients - here's to continuing to provide the highest level of service.