Williams Wealth Consultancy Ltd

Williams Wealth Consultancy Ltd We specialise in delivering quality wealth management advice including Retirement & Investment Planning

Friday night saw some of the Williams Wealth team take to the dance floor for the Age UK 80s vs 90s Disco… and let's jus...
20/07/2026

Friday night saw some of the Williams Wealth team take to the dance floor for the Age UK 80s vs 90s Disco… and let's just say there are still a few sore backs and aching feet today! 🕺💃

It was a fantastic evening filled with great music, plenty of laughs, and all for a brilliant cause.

A huge thank you to Age UK Lincolnshire for organising such a fun event and bringing everyone together. We're proud to support the incredible work you do in our community.
Here's to more nights like this (with perhaps a little more stretching beforehand! 😉)

From April 2027, a 22% charge will apply to interest earned on cash held in non‑cash ISAs, while a new first‑time buyer ...
20/07/2026

From April 2027, a 22% charge will apply to interest earned on cash held in non‑cash ISAs, while a new first‑time buyer ISA is set to replace the Lifetime ISA 🪙

This article outlines the proposed changes and highlights the key points to be aware of as the new rules take shape:

https://www.williamswealthconsultancy.co.uk/article/detail/sjpp/isa-changes-22-percent-charge-on-cash-in-investment-isas-plus-simpler-first-time-buyer-isa.html

Williams Wealth Consultancy 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).

SJP Approved 03/07/2026

It's World Emoji Day! 😁🌏In this day and age, emojis are basically a language of their own! Whether you're celebrating go...
17/07/2026

It's World Emoji Day! 😁🌏

In this day and age, emojis are basically a language of their own! Whether you're celebrating good news, sharing a laugh, or sending a quick thumbs up, there's an emoji for just about everything…👍🏼

So, what's your most used emoji? 🤔

Drop it in the comments below 👇

Ethan’s first marathon completed! 🏃🏻🏅 Yesterday, Ethan took on his very first marathon at Sherwood Pines, completing the...
13/07/2026

Ethan’s first marathon completed! 🏃🏻🏅

Yesterday, Ethan took on his very first marathon at Sherwood Pines, completing the challenging 26.2 mile trail course in 5 hours and 20 minutes! 🌳🌲

Set in Sherwood Forest, the course was hot, hilly and unexpectedly sandy! Certainly not an easy choice for a first marathon, but that's Ethan for you! At around the 20-mile mark, Ethan said he hit the infamous 'wall', but dug deep and battled through the final miles to cross the finish line.. 🏁

A fantastic achievement and a brilliant display of determination, Congratulations, Ethan! 👏

As for the next one? Ethan thinks a nice city marathon like London or Paris might be the way forward… 😂🏙️

Can I gift assets to avoid paying care home fees? 💭 Finding the money to pay for care home fees can be one of the bigges...
01/07/2026

Can I gift assets to avoid paying care home fees? 💭

Finding the money to pay for care home fees can be one of the biggest financial worries facing us in later life 🏡

Your local authority may help fund your social care – but if they believe you’ve given assets away deliberately to avoid paying the cost of care fees, they can treat those assets as if you still owned them.

There are complex rules on giving away assets – we can help you understand these before transferring ownership of assets to someone else.

Read more below👇🏼

https://www.williamswealthconsultancy.co.uk/article/detail/sjpp/can-i-gift-assets-to-avoid-paying-care-home-fees.html

Women are more likely than men to say they are worse off financially than a year ago, according to the latest Financial ...
29/06/2026

Women are more likely than men to say they are worse off financially than a year ago, according to the latest Financial Health Report 2026: Women and Wealth 📰

Women are earning, inheriting, and controlling more wealth than ever before, but this greater financial power is not yet translating into improved confidence or resilience.

Despite this, the findings of the report, carried out by Opinium, show a shift among younger women. Those aged 18-34 are investing in higher numbers and are more likely to have a financial plan. 👩‍💼

Read more about the findings in this article:

https://www.williamswealthconsultancy.co.uk/article/detail/sjpp/women-and-wealth-report-divide-in-short-and-long-term-financial-focus.html

Williams Wealth Consultancy 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).

SJP Approved 23/06/2026


Next up in our staff spotlight is Megan, and this one is all about perspective.. Megan spent 9 weeks volunteering in Kat...
26/06/2026

Next up in our staff spotlight is Megan, and this one is all about perspective..

Megan spent 9 weeks volunteering in Kathmandu, Nepal (cut slightly short by Covid), working closely with the local community and getting involved wherever she could 🧼🫧

From supporting women’s groups, teaching in a village school, and helping with day-to-day community tasks, it was a completely different way of life for Megan.

It’s the simple things that stayed with her most…
Learning to cook on an open fire, washing clothes by hand, eating fresh food grown locally and gaining a whole new appreciation for things we often take for granted (like a warm shower!)

But more than anything, it was about people. Embracing the culture, building connections, and even celebrating festivals like Holi alongside the community.

For Megan, it was a reminder that sometimes stepping away from your normal routine gives you the biggest perspective shift of all 🌎

Keep an eye out for next month’s Staff Spotlight 👀

Tickets secured! 🎟️ On Friday 17th July, Team Williams Wealth will be dusting off the shell suits, digging out the leg w...
25/06/2026

Tickets secured! 🎟️

On Friday 17th July, Team Williams Wealth will be dusting off the shell suits, digging out the leg warmers, and heading back in time to raise money for our good friends at Age UK Lincolnshire 🕺💃

What's even more shocking? Some of our team weren't even born in the 80's... and a few missed the 90's too! 😲

We're expecting questionable fashion choices, some hilarious dance moves, and plenty of laughs along the way. The big question is... who will be throwing the best shapes on the night? We've heard Dean’s warming up for his running man, pray for those knees!🪩

Is anyone else heading down? Let us know below 👇

10 years ago, the UK voted in a referendum to leave the European Union, by a narrow margin of 52% to 48% 🗺️ What materia...
25/06/2026

10 years ago, the UK voted in a referendum to leave the European Union, by a narrow margin of 52% to 48% 🗺️

What material impact has leaving the EU had on household finances, stock markets and even (arguably) the Eurovision song contest? 🎤

To explore this, St. James's Place have compiled a set of charts, alongside brief analysis, to let readers form their own view:

https://www.williamswealthconsultancy.co.uk/article/detail/sjpp/brexit-a-decade-in-charts-how-has-the-uk-fared.html



☀️ Our Summer Newsletter is now live! 📰 Inside this edition, we're exploring the importance of intergenerational wealth ...
24/06/2026

☀️ Our Summer Newsletter is now live! 📰

Inside this edition, we're exploring the importance of intergenerational wealth planning, when to involve family in financial discussions, and why those conversations can make all the difference for future generations 👨‍👩‍👧‍👦

We'll also be busting some common ISA myths and explaining what has actually changed for ISA savers in the current tax year 🔍

And if that wasn't enough, our office update might be our most active yet, with runners, hikers and challenge-seekers sharing their latest achievements! 🏃🏻‍♀️‍➡️🎽👟

Whether you're enjoying a cold drink in the sunshine or saving it for an evening scroll, it's one not to be missed.

Happy reading! 📖

https://www.williamswealthconsultancy.co.uk/article/detail/2026/june/summer-newsletter-2026.html

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