SCC Financial

09/10/2026

10 years ago, I joined the St. James’s Place Academy… and what a journey it’s been! 🎉🎂🙌

Since then, I’ve changed careers, built my own business and discovered that “being your own boss” doesn’t necessarily mean giving yourself more days off! 😂💼☕️

Taking that leap was a big decision, and I’m so pleased I did. A decade on, it’s lovely to see the Academy recognised with this award 🏆👏🥳

Congratulations to everyone involved — and thank you for helping me start a whole new chapter! Here’s to the next 10 years 🚀🥂✨

The St. James's Place Financial Adviser Academy is delighted to share that we recently took home the Best Financial Adviser Academy Money Marketing 2026 (200 advisers and over).

We truly do pride ourselves on the quality of our programme, trainers, and most importantly, the advisers we produce. The layers of wrap-around support, financial backing and quality make us proud winners of this award as we continue to welcome new advisers into the profession every year.

07/10/2026

With less than four weeks before the chancellor John Healey stands up to give his first Budget, leaks about what might be announced have been few and far between.

Autumn Budget 2026 – with a month to go, what lies ahead?

04/10/2026

“What did you get up to at the weekend?” — everyone on Monday… and anyone who missed you on Monday asks again on Tuesday! 😂🗣️

Well, this Sunday afternoon it’s been a wild session of preparing documents for this week’s client meetings. 📄💻☕️

Some people go clubbing. I go through pension paperwork. We all have our thing! 🕺🪩😂

Getting everything ready so we can spend our meetings focusing on what matters: your plans, your goals and your future. 🎯💬🚀

Hope your Sunday has involved a little less paperwork! ☀️🍷😎

16/09/2026

When thinking about estate planning, most people typically explore ways to pay for their IHT bill. But an often overlooked detail is the liquidity available to pay the bill on time. With probate often taking longer than the six-month deadline to pay IHT, executors may find themselves with a bill to pay but no immediate money to settle it.

But there are ways to help your loved ones after you’ve gone, ensuring they can pay an IHT bill on time.

Whole of life assurance: the quiet solution to the IHT landscape

15/09/2026

🤝📅 Three days, three networking events! 🚗💨

📍 Corsham
📍 Royal Wootton Bassett
📍 Swindon

All in the diary over the next few days — including a bit of golf along the way! 🏌️‍♂️⛳️😎

Networking is such an important part of my business 💼, but it’s also something I genuinely enjoy 🙌

Meeting people from so many different businesses 🤝, hearing their stories 💬 and building relationships with other local business owners 👏

You never know where a good conversation might lead! 💡🚀

Busy few days ahead… ☕️🤝🏌️‍♂️⛳️

15/09/2026

For years, many people viewed their pension as more than just a source of retirement income. It was also a tax-efficient way to pass wealth on to future generations. But changes coming into force in April 2027 could prompt many families to reconsider their retirement and estate planning.

From this date, most unused pension funds will be included when the value of someone's estate is calculated for inheritance tax (IHT) purposes.

The new retirement dilemma: preserve or spend your pension?

01/09/2026

Back to work after a brilliant long weekend in Cornwall! ⛳️🍻🌊

Four days of golf, great food, plenty of laughs and just about every weather condition imaginable — sometimes all in the same round! ☀️🌧️💨😂

The golf had its moments (good and bad!), but you can’t beat a few days away with good friends and a chance to completely switch off.

Batteries recharged… now back to talking pensions, investments and financial planning instead of birdies, bogeys and whose round it is! 😂

Although I’m very lucky to genuinely enjoy what I do, so it’s not too much of a hardship getting back to it!

11/08/2026

Planning meeting and dinner with a view in the city of spires

09/08/2026

can’t believe this was 2 years ago. Still love watching this great charity grow and seeing how many people you’re helping along the journey