Walmsley Financial Planning Ltd

Walmsley Financial Planning Ltd An Associate Partner Practice of St. James's Place Wealth Management

When Ruby & Aurora came to play at Walmsley HQ!!! Eric's dogs came into the office for the day and put a smile on everyo...
06/10/2026

When Ruby & Aurora came to play at Walmsley HQ!!!

Eric's dogs came into the office for the day and put a smile on everyone's face šŸ¶šŸ¶

We can't work out who they look like more, Gizmo or an Ewok? šŸ¤”šŸ’­

šŸ›”ļø You've worked hard to build your business.But have you thought about what would happen if illness, injury or worse st...
30/09/2026

šŸ›”ļø You've worked hard to build your business.

But have you thought about what would happen if illness, injury or worse stopped you from running it?

Protection isn't just about insurance.

It's about helping your family, your employees and your business cope if life takes an unexpected turn.

Protecting your business is every bit as important as growing it.

24/09/2026

In case you missed our earlier post we have been impersonated! Please do not engage if you have had a friend request!!

Unfortunately we are being impersonated! If you have had a recent friend request from what looks like us here on Faceboo...
24/09/2026

Unfortunately we are being impersonated! If you have had a recent friend request from what looks like us here on Facebook please ignore, it is not us!!

Even financial planners need a breather! Blowing off some steam on our travels ā€” Penny enjoying the trig point near Litt...
22/09/2026

Even financial planners need a breather! Blowing off some steam on our travels ā€” Penny enjoying the trig point near Little Wenlock. šŸŒ„šŸ¾ā€

"Iā€™m not wealthy enough to need a financial adviserā€¦ am I?ā€You may not feel wealthy, but your business, property, pensio...
16/09/2026

"Iā€™m not wealthy enough to need a financial adviserā€¦ am I?ā€

You may not feel wealthy, but your business, property, pension and family responsibilities mean thereā€™s plenty to plan for.

Itā€™s not just about how much you earn. Itā€™s about making sure what youā€™re building is working towards the life you want.

Visit www.walmsleyfinancialplanning.co.uk to find out more.

Love a good sign! šŸ˜‚Spotted this one recently and thought it deserved a share.Sometimes the message really doesnā€™t need m...
08/09/2026

Love a good sign! šŸ˜‚

Spotted this one recently and thought it deserved a share.

Sometimes the message really doesnā€™t need much explainingā€¦

Leave no trace & take your rubbish home! šŸŒæ

šŸ† What does success look like to you?For some, it's building a business they love.For others, it's having the freedom to...
02/09/2026

šŸ† What does success look like to you?

For some, it's building a business they love.

For others, it's having the freedom to choose whenā€”and ifā€”they slow down.

Financial planning isn't about telling you to retire.

It's about giving you the choice.

Because real success is having the freedom to decide what's next.

Can we control life?Probably not, but we can put things in place financially to be clear, confident and mitigate lifeā€™s ...
27/08/2026

Can we control life?

Probably not, but we can put things in place financially to be clear, confident and mitigate lifeā€™s milestones and stresses before they become problems.

Because life rarely goes exactly to plan. A good financial plan gives you the flexibility to adapt when it doesnā€™t.

You canā€™t control what life throws at you. But you can control how prepared you are.

Visit our website, get in touch: www.walmsleyfinancialplanning.co.uk

Address

Brunel House, 9 Penrod Way
Heysham
LA32UZ

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