JRK Financial Planning

JRK Financial Planning JRK Financial Planning is an Appointed Representative of and represents only St. SJP Approved 11/06/2025

James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority).

So proud of this young man’s resilience and commitment. Grey Sunday morning in February I was volunteering for the Burnl...
09/02/2026

So proud of this young man’s resilience and commitment.
Grey Sunday morning in February I was volunteering for the Burnley Junior Parkrun. I’d asked Race if he fancied running and he wasn’t bothered so to have him change his mind that morning and come along to Towneley Hall, Historic House, Art Gallery & Museum and run was incredible and real show of personal strength and support.
He ran brilliantly and thoroughly enjoyed it.
It would have been so easy for him to have turned over and had a lie in on Sunday morning but he didn’t, he made the decision to do something new.
Let this be a life lesson to all of us. Do the things that scare you and that you put off for reasons only you know. Make a change for the positive, get in control. Make you better!

Great session this morning at the gym!Enjoying my 1/2 price membership at  PureGym courtesy of my having my insurance po...
04/02/2026

Great session this morning at the gym!

Enjoying my 1/2 price membership at PureGym courtesy of my having my insurance policies with Vitality UK

Health, wealth & happiness.

You know what they say about the early bird?A strong tomorrow starts with building good habits today - and with the tax ...
06/01/2026

You know what they say about the early bird?

A strong tomorrow starts with building good habits today - and with the tax year coming to a close, now's the time to act.

Making use of your ISA allowance, reviewing your retirement planning, and taking advantage of available tax reliefs can all help you make the most of this year's opportunities.

The clock is ticking. Don't leave it too late - make year-end tax planning part of your financial tradition. Contact me today https://partnership.sjp.co.uk/partner/jrkfp

The value of your investment can go down as well as up. You could get back less than you invested.

Taxation rules can change at any time and are dependent on individual circumstances.

JRK Financial Planning 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 St. James's Place Partnership' and the titles `Partner` and `Partner Practice` are marketing terms used to describe St. James's Place representatives.

SJP Approved (06/01/2026)

What a whirlwind couple of weeks. In November I officially joined Burnley Bond Holders Burnley.co.uk, a group of like mi...
12/12/2025

What a whirlwind couple of weeks. In November I officially joined Burnley Bond Holders Burnley.co.uk, a group of like minded influential Business people from Burnley who strive to help and drive each other and Burnley forward.

My amazing wife Carrie-Ann Kay and her company Rene K Couture have been members for the past 3 years and after seeing what Burnley Bond Holders has done for her and her business joining, when my financial planning business was established was a complete no brainer. The benefits, connections, friends and the opportunities available to you are as a member are invaluable.

I received my official framed certificate from Lukman Patel at Loom, the first Christmas party of the year and joined the prestigious group of likeminded local business owners. It was an amazing evening and great to be able to finally feel a part of the community.

AND breathe....... its's finally announced!I'm not going to dive into the rights and wrongs of the announcements (I'll p...
27/11/2025

AND breathe....... its's finally announced!

I'm not going to dive into the rights and wrongs of the announcements (I'll professionally keep my opinions to myself), but what a relief to finally see an end to the rumours and guesswork.

For months, the constant drip of "what if" has caused unnecessary worry and sadly, some have made huge financial decisions based on media headlines rather than hard facts. That is the real danger when speculation becomes a louder noise than the solid guidance.

The actual details are now in hand and it's my job to go through everything properly so my advice to clients can be clear, calm and accurate. Without the noise and drama and really focus on what it means for their plans.

Have a think how the changes may affect you.

Amazing morning yesterday at  Ribble Valley Padel Hub for Pilates and Padel from Three Breaths. Ainsley and mark were am...
09/11/2025

Amazing morning yesterday at Ribble Valley Padel Hub for Pilates and Padel from Three Breaths. Ainsley and mark were amazing.

The people involved were brilliant.

When’s the next one?

Financial advice helps you have a tax-smart retirement
24/10/2025

Financial advice helps you have a tax-smart retirement

Everything you need to know about tax in retirement

18/10/2025

💼 The Autumn Budget is getting closer and rumours about possible tax hikes and changes are picking up. We look at some of the key themes and the reasons for remaining cautious: https://ow.ly/vVeX50XcWag

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Pasture House
Nelson
BB96QX

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Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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