IFS Wealth Managers

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IFS Wealth Managers We specialise in providing bespoke wealth management and financial services IFS Wealth Managers is part of the prestigious St.

Matthew Gleadall is the founder and Managing Director of IFS Wealth Managers and is responsible for meeting with clients and providing wealth management advice. Matthew has worked in financial services since 1996, gaining a wealth of knowledge and experience during this time and placing a strong emphasis on his continued personal development. Matthew prides himself on building strong, personal, life-long relationships with all of his clients helping them to secure a healthy financial future for themselves and their families through the breadth of wealth management and financial planning services he offers. By demonstrating distinct quality, integrity and excellence, IFS Wealth Managers has become a source of trusted advice to our clients as their financial needs evolve over the years. James's Place, in addition to the experience and expertise provided by St. James's Place, products from other providers have been carefully selected to complement and enhance the range of St. James's Place products that we will be able to offer you. We believe the providers represent the ‘best of breed’ in their respective financial categories and are capable of delivering the high standards you would expect. Offering investment planning, retirement planning, mortgages and protection, Matthew’s office is confident in being able to provide the financial advice you need to help you make strategies to plan for and to protect your future. Your home may be repossessed if you do not keep up repayments on your mortgage. IFS Wealth Managers is an Appointed Representative of and represents only St. James's Place Plc (which is authorised and regulated by the Financial Conduct Authority).

16/10/2026

🔎 Lost and found: your pension edition

Most of us have had a job or two along the way, and a pension pot or two to go with them. 🧳

A big milestone for pensions dashboards arrives on 31 October 2026, the date by which all pension schemes and providers in scope must be connected to the dashboards system. Once the dashboards launch to the public, people will be able to see most of their pensions in one place online, including their State Pension. 💻

The government-backed MoneyHelper dashboard is expected to be the first, with a public launch currently expected during the 2027/28 financial year. There's no need to rush to log in, as there's nothing to see yet. 😄

For now, the date to note is 31 October, a deadline for the schemes rather than for savers.

13/10/2026

We’re incredibly proud of Oliver, who passed his RO4: Pensions and Retirement Planning exam yesterday. He’s now well on his way to becoming Level 4 qualified—a fantastic achievement!

13/10/2026

🎂 Birthdays and the State Pension: it's all in the timing

The State Pension age is in the middle of its move from 66 to 67, and it isn't happening overnight. The change is being phased in month by month between April 2026 and 2028, so the age at which you can claim depends on your exact date of birth. 🗓️

So two people born only a few weeks apart can end up with slightly different State Pension dates. Age is just a number, but in this case the date on the birth certificate matters too. 😄

A few current figures for the 2026/27 tax year:

💷 The full new State Pension is £241.30 a week, which is about £12,548 a year.
📈 That follows a 4.8% rise in April under the triple lock.
🔍 You can check your own State Pension age and get a forecast on GOV.UK.

09/10/2026

🗓️ Fun fact: the ISA year doesn't follow the calendar

While most of us are thinking about Christmas shopping, the tax year has its own timetable. It runs from 6 April to 5 April, and the 2026/27 ISA year is already well under way. 🍂

A reminder of the current numbers:

✅ The overall ISA allowance is £20,000 per person, and it is set to stay there until April 2031.
✅ Under 65s can currently put the whole £20,000 into a Cash ISA if they choose.
✅ From 6 April 2027, the Cash ISA limit for under 65s will be £12,000, within the overall £20,000 allowance. Those aged 65 and over keep the full £20,000 Cash ISA limit.

Money already saved in ISAs isn't affected by the change. 🐷

07/10/2026

📅 Autumn Budget 2026: the date is set

The Chancellor, John Healey, will deliver the Autumn Budget on Wednesday 28 October 2026. It will be his first Budget in the role.

The Office for Budget Responsibility will publish its latest economic and fiscal forecast on the same day. This is earlier in the year than last year's Budget, which took place on 26 November 2025.

As always, the detail of any tax, pension or savings measures will only be confirmed on the day itself.

Pensions and inheritance tax changes coming into force in April 2027 have attracted plenty of attention, but not everyon...
05/10/2026

Pensions and inheritance tax changes coming into force in April 2027 have attracted plenty of attention, but not everyone will be affected in the same way.

It is important to understand what is changing and whether it affects your circumstances before rushing to make any decisions.
If you’d like to discuss how the changes could affect your estate planning, get in touch.

IFS Wealth Managers 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) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products.


James’s Place

SJP Approved: 27/08/2026

Changes to pensions and inheritance tax have raised important questions for many families.From April 2027, new rules cou...
10/09/2026

Changes to pensions and inheritance tax have raised important questions for many families.
From April 2027, new rules could affect how some people think about passing on wealth to future generations. The right approach will depend on your circumstances, so understanding what's changing is an important first step.
Read our latest article to learn more: https://ow.ly/9fEK50ZLaxY
St. James’s Place Representatives represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.
SJP Approved 07/09/2026

29/08/2026

𝗥𝗢𝗦𝗜𝗘 - 𝗧𝗵𝗲 𝗛𝗲𝗮𝗱 𝗼𝗳 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆

An opening bowler with a commanding 4/25, 25 wickets, and the kind of presence that shuts down batters as decisively as she kicks butt for England.

12/08/2026

Address

96 Common Lane
Tickhill
DN119UF

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 2:30pm

Telephone

+447748621522

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