Walmsley Financial Planning Ltd

Home
United Kingdom
Heysham
Walmsley Financial Planning Ltd

An Associate Partner Practice of St. James's Place Wealth Management

16/07/2026

I hear "I only wish I'd started earlier" quite often. This was taken from a recent Google review , thank you for your kind words Dale, and it's a reminder that financial planning isn't just about money – it's about giving yourself more options and more time.

The best time to start was yesterday. The next best time is today.

Thank you for your trust over the past couple of years. We look forward to helping you for many more to come.

09/07/2026

🎂🎉Happy Birthday Dave!!

Team Walmsley would like to wish Dave a very happy birthday, we hope he has a fantastic day!

07/07/2026

A little refresh for our waiting room — small changes can make a big difference.

A calm welcoming space for our clients and a fresh new look!

24/06/2026

"My accountant deals with everything"

That may be true for the business side of things.

But what about you?

Your future.
Your lifestyle.
Your plans for eventually slowing down.

Many business owners are so focused on everyone else — staff, customers, growth — that they rarely get time to think about their own future.

We help make that easier with clear, straightforward financial planning built around your life and your goals.

Contact walmsleyfinancialplanning.co.uk

19/06/2026

Three Vizslas, one chair casualty 🪑😅 Whether they’re rearranging the furniture or making the most of a soggy walk, never a dull moment when looking after this cheeky lot. 🐾”

12/06/2026

Good luck to our junior sixes team on home turf - Heysham Golf Club this weekend⛳✨

You’ve got this! 💪🏼😉

10/06/2026

Thank you so much for taking the time to leave such a thoughtful review Richard. Glad to hear the process straightforward and stress-free for you. It means a lot to the whole team!

Good financial advice should never feel confusing or overwhelming. A big part of our role is making sure clients fully understand their options, the reasoning behind recommendations, and feel confident in every decision they make.

Clear communication and building long-term trust are at the heart of everything we do.

02/06/2026

Proof that at Team Walmsley, everyone rolls their sleeves up — and occasionally loses a shoe in the process. 👣🎨📈

28/05/2026

You built the business. But have you built the freedom?

Many business owners spend years growing revenue, leading teams, and solving problems — yet still don’t know what retirement actually looks like for them.

What’s your number?
When could you step away?
Could the business run without you?
The most successful exits start years before the sale.

Real financial planning for business owners isn’t just about investments — it’s about creating clarity, control, and options beyond the business itself.

Because eventually, the goal shifts from building income… to building freedom.

Address

Brunel House, 9 Penrod Way
Heysham
LA32UZ

Website

https://www.walmsleyfinancialplanning.co.uk/

Alerts

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