Latitude Wealth Management

It has been a wonderful year at Latitude Wealth Management 🧭
Our team of five expert financial advisers have held over 1,700 meetings in 2025 – from guiding our clients into retirement 💷, helping them to maximise their tax-efficient investment allowances 🫰, offering their expertise to first time home-buyers 🏡 and supporting families through some of the more difficult times in life 👨‍👩‍👧‍👦.
We also hosted an annual client meeting in February at the Albert Hotel in Kirkwall and also hosted two excellent events in August and September to celebrate our rebrand to Latitude Wealth Management
Our wonderful team of PSS supported our clients with a variety of client enquiries – from withdrawal requests and pension claims to insurance applications and mortgages ✅
In our Orkney office, we have expanded our team as we welcomed Zoe Wick, Adele Cook and Kirsty Gunn as Administrators. Rebecca moved to our Aberdeen office and we bid farewell to Ruth as she took the next step in her career.
In the Aberdeen office, we welcomed Beth Mackie to the team as an Administrator, as we wished Aaron all the best in a big moved to London to embark on his new career as a Financial Adviser.
Our office will be closed on Thursday 1st January and Friday 2nd January while our team enjoy a well-deserved break to celebrate Hogmanay and the New Year 🎆 We will reopen as normal at 9am on Monday 5th January, when we will start preparations to support our clients for tax year end.
We would like to thank all of our clients who we have worked with this year and we wish you all the best for the new year and look forward to continuing to support you in 2026 and beyond

Wishing you all a very Merry Christmas from the team at Latitude Wealth Management.

Our office is now closed for a well deserved break! We will reopen as normal at 9am on Monday 28th December.

Our office will be closed for staff training and team building before our festive celebration on Friday 12 December. We will reopen as normal at 9am on Monday 15 December.

The holiday season is here! Please note our adjusted opening times over the coming festive period 🎄

Thank you for your support throughout the year. Wishing you a joyful holiday season! 🎁

Budget rundown - the ins and outs of the red box | 28 November

Join our live expert webinar as we break down the key announcements from the Chancellor’s Budget and what they mean for your finances.
🗓️ Friday 28 November
🕓 12:30–13:30
💻 Zoom Webinar
🎯 Open to clients and prospects

Featuring:
✅ Hetal Metha | Chief Economist, St. James’s Place
✅ Claire Trott | Head of Advice, St. James’s Place
✅ Niki Patel | Tax & Trusts Specialist, St. James’s Place
🗣️ Hosted by Iain McLeod | Head of Private Clients, St. James’s Place

We’ll cover:
• The broad economic implications
• Potential tax threshold changes
• Pensions and allowance updates
• ISA and savings incentives
• Inheritance Tax and trust planning
• Support for families, high earners and business owners
• Immediate actions to consider

👉 Register now and get the clarity you need: https://sjp-co-uk.zoom.us/webinar/register/9717611376298/WN_i8cdqgOfT9eKKRXhmxkoyg

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.

Trusts are not regulated by the Financial Conduct Authority.

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 21/10/2025

Welcome! You are invited to join a webinar: Budget rundown - The ins and outs of the red box. After registering, you will receive a confirmation email about joining the webinar. The Chancellor’s Budget, announced on 26 November will be a major economic event for the UK and could bring significant changes to tax, pensions, savings, and estate planning. To help you understand what the changes mean for you, join our live expert webinar within 48 hours of the announcements. O...

Our Orkney office will be closing at 2pm this afternoon as we celebrate a special milestone in the Latitude WM calendar. We’re taking time to recognise Billy, who is marking 10 years with Latitude WM.

From joining as a Financial Adviser to becoming Director in 2020, his impact has been immense. The team are looking forward to a celebratory lunch and a chance to thank Billy for everything he’s brought to the practice. Here’s to the next chapter!

Our Aberdeen office will remain open as normal and can assist with any queries during this time - you can contact them on 01224 202 438 or [email protected]. Our Orkney office will reopen as usual on Monday 24 November at 9am.

Important Update📞

We’re currently experiencing issues with our new Orkney office phone system.

If you need assistance or have had trouble contacting us, please email us at [email protected]

Our team are actively monitoring emails and will get back to you as quickly as possible.

We apologise for the inconvenience and appreciate your patience while we work to resolve the issue.

Thank you for your understanding,

Your Latitude Wealth Management team

🎉 Last Friday, the team in Aberdeen finished early to celebrate an incredible milestone. Amy Templeton, our Practice Manager reached her 10-year work anniversary!
Amy has been a core part of our team, bringing dedication, skill, professionalism and a brilliant sense of humour to everything she does.
Thank you for a whole decade of hard work, loyalty, and excellence, we’re so lucky to have you at Latitude Wealth Management 💐👏
Here’s to many more years of success together! 🥂

Designed with purpose.
We love the details that make up our new logo, and what they represent. Learn more about the design, and the meaning behind it.
What symbol would represent you?

From Gregor Howitt Wealth Management to Latitude Wealth Management, the story behind our new name. From Gregor’s vision in 2000 to the dedicated team we are today, this rebrand marks a meaningful milestone. Read more on our journey ➡️

https://www.latitudewealth.co.uk/article/detail/2025/august/rebrand.html

Have we been part of your journey? Share your story with us in the comments.

New Name, Same Team.
Our name may have changed, but the people, values, and service you trust remain the same. We’ve evolved with purpose, and we’re taking you with us.