Lezanne O'Donoghue - Financial Planner - Skylark Wealth Management Ltd
Helping you achieve the retirement you deserve.
14/04/2022
Fantastic catching up with all the ladies at our Women in Business event. Sharing ideas, best practice, and having a good old natter!
Thanks to the Cardiff office for hosting, and for the chocolate!!
31/03/2022
When you focus on your future – what do you see? Will you be living in Berkshire or the Bahamas, or a narrowboat on the Norfolk Broads?
Getting our goals clear in our head is one thing. Seeing your path clearly to achieve them sometimes harder.
Set personal goals. Make them happen.
Skylark Wealth Management 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.
https://www.sjp.co.uk/news/setting-personal-goals-and-making-them-happen?utm_source=linkedin&utm_medium=social
Setting personal goals and making them happen How to achieve what you believe in
08/03/2022
Today I want to champion all those female entrepreneurs and business owners, and female-led companies.
With the theme of this year's International Women's Day being break the bias, I'm aiming to actively do this by empowering women to have confidence around their finances and financial situation. To seek advice when necessary.
Statistics show that women are far less likely to likely seek this advice than men, and often feel far less confident when managing their finances.
As women, we should all be out there to help each other, and break the bias...
Happy International Women's Day!!
We are delighted to share with you the latest edition of The Investor, the magazine from St. James's Place:
https://indd.adobe.com/view/246ff879-0616-4c48-a96e-77b1f76e08af
Inside The Investor:
- Helping you achieve financial and holistic wellbeing.
- Making your money work harder by not letting your tax allowances go to waste.
- The government’s changes to social care funding and what that means for you.
04/03/2022
Ask the experts! Join us on Tuesday 15 March at 7pm for the opportunity to put your questions to our experts on all things tax planning ahead of the tax year-end deadline on 5 April.
https://sjp-co-uk.zoom.us/webinar/register/WN_E1VYaB46T6Gt9MnainhTfw
Click here to claim your Sponsored Listing.
Videos (show all)
Category
Contact the business
Website
Address
Cardiff
CF143BN
Andrew Varley Financial Planning
3rd Floor, St. James's Place Wealth Management, 2 Kingsway
Cardiff, CF103FD
Our goal is to help our clients achieve financial peace of mind. We aim to offer a holistic and ongo
Mollam Wealth Management
3rd Floor, 2 Kingsway
Cardiff, CF103FD
Mollam Wealth Management is a Financial Planning Practice covering the whole of the UK
SMJ Wealth
3rd Floor, 2 Kingsway
Cardiff, CF103FD
SMJ Wealth Chartered ALFBF, Associate Partner Practice at St James's Place Wealth Management
Matthew Sulley - AFH Wealth Management
Cardiff, CF642LR
I am able to provide fully independent, impartial advice from the whole of the market place. I specialise in providing advice on retirement planning, investment planning, inheritan...
Roger Pearce & Associates
Yew Tree House
Cardiff, CF32AE
Our purpose is to improve our clients financial wellbeing and help them achieve their goals. We prov
Nick Howells - Independent Financial Adviser
Cardiff
An Independent Financial Adviser with extensive knowledge and experience in providing holistic financial advice to High Net Worth Individuals and Companies in all areas of financia...
L J G Wealth Management
21a Merthyr Road, Tongwynlais
Cardiff, CF157LF
Principal and Owner of LJG Wealth Management
Charlene Coulbeck APFS
5 Oak Tree Court, Cardiff Gate Business Park
Cardiff, CF238RS
Chartered Financial Planner based in South Wales
Lauren Carless Financial Planning
Cardiff
Helping Individuals and business owners reach financial independence with clarity and confidence. Associate Partner Practice of St. James's Place Wealth Management based in Cardi...