Aurora Financial Services

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Both Mark and myself would like to thank everyone that took the time out of their busy schedules and endured the little bit of rain of yesterday ☔️ 🫣 at our 2026 Aurora Financial Services Golf Day at Cleckheaton Golf Club.

To all the people who donated to the raffle, secret auction and voluntary donations, help to put the day together and the support and help on the day as well as the amazing staff at the venue, I would like to say a massive Thank You xx
You all went above and beyond and we couldn’t have done it without you.

We are so grateful to have such amazing friends and old and new clients that helped and supported us to make it such a success.

We couldn’t change the weather unfortunately but spirits were still high and the laughter and banter from all was great. Photos to follow ❤️

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Will the April 2027 pensions and inheritance tax changes affect you?

If your pension is one of your biggest assets, it may be worth taking a closer look. 🔎

Don’t panic. Get informed, review your plans and understand your options.

Read more here: https://ow.ly/xJrz50ZFyek

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 20/08/2026

New ISA rules are on the way.

From 2027, interest on cash held within stocks and shares ISAs will face a new charge, while a new first‑time buyer ISA is also being introduced.

👉 This article breaks down the changes in a clear and simple way: https://ow.ly/cUJ150Zk4i7

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 03/07/2026

The best habits are the ones your future self will thank you for. Like making use of your ISA allowance.

Discover the power of financial advice: https://www.sjp.co.uk/individuals/advice-and-products/tax-year-end-2526

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

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 07/01/2026

📈 With inflation rising and tax thresholds frozen, many people are noticing more of their income falling into higher tax bands.

That’s why understanding the allowances available before the tax year ends on 5th April can make a real difference.

In this article, we explore 5 allowances worth knowing about and how they may help support longer term financial plans: https://ow.ly/qGoV50YpEnU

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

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 02/03/2026

To celebrate International Women’s Day, we explore some of the barriers to women accessing financial advice.

🗣️ Our head of advice, Claire Trott, shares how her early life experiences shaped her career choices and highlighted to her the benefits of financial advice for women.

Learn more: https://ow.ly/X2xr50Yq0XP

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 3/3/2026

Last week's market update in 6 minutes: https://ow.ly/Wkwr50Yo8jL

Recent events in the Middle East are clearly deeply concerning for all those impacted as fast moving events destabilise the region. Ripples threaten the oil price and global economy. It is a difficult time for investors.

Our investment team highlights the key considerations that must be considered before contemplating any action.

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

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 02/03/2026

Now that the self‑assessment deadline has passed, many company directors are reviewing how they take income from their business.

Here, we explore why revisiting your profit‑extraction strategy matters — and how the right mix can support broader financial goals.

🔗 Read the full article: https://ow.ly/KS7f50YlZzR

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 25/2/2026