More Wealth Management

Great morning with Roch Community Primary School as part of our Financial Education programme led by Jo Ellerby.

Narberth looking beautiful under a fresh layer of snow today, brought in by the Pembrokeshire Dangler — a local weather pattern where a narrow line of showers forms over the Irish Sea and can deliver sudden bursts of wintry weather.

A striking reminder of how quickly conditions can change, and why being well-prepared matters in more ways than one.

Stay warm, stay safe, Narberth.
— More Wealth Management

Photo courtesy of Richard Davies

🌟 Today we say goodbye to Leanne, who’s finishing an incredible six-year journey with More Wealth. It’s been fantastic having her as part of the team, and while we’re sad to see her go, we’re excited for the new adventures ahead. Wishing Leanne all the very best as she moves on to pastures new — you’ll be missed! 💫👏

We’re really looking forward to this lunchtime webinar with Joanne Ellerby DipPFS, Diana Cooper DipPFS, and Claire Trott, where we’ll be talking about smarter pension strategies for women.

It’s a topic that matters so much — and whether you’re planning ahead or already reviewing your retirement options, this session will be full of practical tips and insight.

💬 Join us live and bring your questions!
📅 Thursday 12th June 2025
🕛 12.30-1.15pm
👉 Register here: https://lnkd.in/gUXtirYa

🚀 This morning, the team from More Wealth Management had the pleasure of delivering our Money Matters Financial Workshop to 51 incredible Year 6 students in Cheltenham! 💡

The children dove into key financial concepts like balancing spreadsheets, understanding risk & reward, the power of compound interest, and even how to spot a scammer! They embraced the challenge of protecting and growing their money with enthusiasm and energy. 💪

It’s always a joy for us to deliver these workshops throughout the school year, and we can’t wait to run more soon! Thank you to all the students for their fantastic participation. 👏

How can you improve your financial position?

In preparation for International Women’s Day we’ve put together our Top Tips to help you take charge of your finances.

And we’re excited to announce our MORE financial freedom for Women webinar on 12th June 2025

Tune in now to hear Diana Cooper Financial Planning discuss Confidence in Finance with Kate Bishop.

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Retirement & Rosé: Pension Planning for Women

Thinking about your financial future? Join Diana Cooper Financial Planning on Thursday 3rd October at the Queens Hotel, Cheltenham, for a relaxed and informative evening focused on pension planning specifically for women.

💡 What’s on the agenda:

* Practical guidance on understanding and managing your pension.

* Tips to help you plan for long-term financial security.

* An open, friendly space to ask questions and share experiences.

📅 When: Thursday 3rd October 2024
🕒 Time: 5.30- 7.30pm
📍 Where: Queens Hotel, Cheltenham

Come along, enjoy the conversation, and leave feeling more confident about your retirement plans.

To register, please email [email protected] or call our offices 01242 651862.

🌟 A Momentous Day for Us 🌟

Yesterday was rather a momentous day for us. Not only did we officially mark the opening of our Cheltenham office at 122 Bath Road, welcoming Diana Cooper, Financial Advisor, who joined the practice earlier this year, but we also had the privilege of meeting Julie Kent MBE, founder of Emily’s Gift.

Emily’s Gift, an Appeal under The Pied Piper Appeal, launched on March 10th, 2023, with a mission to raise £500,000 by March 10th, 2024. Julie aimed to fund the employment of a psychologist for 10 years, ensuring that children and their families receive psychological support during cancer treatment at the Emily Kent Unit at Gloucestershire Royal Hospital and when they are in remission. And she did it!

The psychologist has now started, but the fundraising continues to provide children with cancer and their families with additional facilities and treats to make this challenging lifestyle more manageable.

Emily’s Gift is now raising money to fund a 'Blood Sampling Machine' for the EKU, which will enable blood tests to be completed in 45 seconds instead of hours, along with funding holidays for families once the children have gone into remission.

The funds from our coffee morning, along with a donation from More Wealth, have gone directly to Emily’s Gift. If anyone would like to contribute, you can do so here: https://tinyurl.com/3pn3kx5c

Thank you for your support! 💛

Emily's Gift to the children with cancer in Gloucestershire Help Julie Kent raise money to support Pied Piper Appeal