David Lewis - Advisor

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David Lewis

Secure your financial future in your 30s with strategic investment planning. Start exploring smart investment options now to achieve your long-term goals. It's never too early, download our guide to find out how you can begin.

cloud.comms.sjpp.co.uk The Partner Practice 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) for the purpose of advising solely on the group's wealth management products and services, more details of which a...

Exciting News!
I’m thrilled to announce that I’ve joined Chris Wilkinson as a Financial Planner! After much thought, I’ve made the decision to leave Hearnden and Weston Wealth Management Ltd, and I’m excited to take on this new chapter in my career.
At Chris Wilkinson , I’ll be offering a range of services to help you navigate your financial future,

• Financial Planning
• Investment Management
• Pensions and Retirement Planning
• Inheritance Tax Planning
• General Wealth Management

Whether you’re looking to plan for retirement, grow your investments, or ensure your wealth is passed on to loved ones, I’m here to guide you through it all with tailored advice and support.
If you have any questions or would like to discuss how I can help you with your financial goals, feel free to get in touch. Here’s to a new chapter of helping people secure their financial futures!

Thank you for your continued support. Looking forward to what’s ahead!

Investments: The value of an investment can go down as well as up. You may get back less than the amount invested.

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

Chris Wilkinson 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). Chris Wilkinson is a trading name of Chris Wilkinson & Caroline Wilkinson.

SJP Approved 18/08/2025

So, it took two years of graft, determination, resilience and patience for my son to pass out of the RAF. He had his setbacks but continued with the plan.
Now there are many people feeling like they are having set backs with what’s happening with the world right now. Just know why you started your journey and that nothing has changed your plan. Remain determined, resilient and keep your patience. You will get there.
Sorry about the dodgy drawing I’m trying something new and you have to start somewhere.
Feel free to add your perspective in the comments.

Pensions and ISAs remain the most popular and tax-smart ways to save. Here’s how you can use them to reduce your tax bill: https://bit.ly/41TH5Ns

Using pensions and ISAs to reduce your tax bill Using pensions and ISAs to reduce your tax bill

Developing good habits with tax planning can bring you closer to your financial goals.

As the 5th of April approaches, now’s the time to review your financial plans and make the most of tax reliefs and allowances.



Download our guide to find out how we can help you. http://bit.ly/4i7fGNc

Fancy a chat about finances? Join me for a No Obligation, informal drop-in session to discuss:
- Retirement Planning.
- Investment Planning.
- Tax-efficient investment strategies.
- Budgeting.
- Protection Planning.
- Estate Planning.
- Financial Education.
When: Every 1st Saturday of the month, 12:00 PM - 2:00 PM
Where: Tardebigge pub and restaurant Hewell lane Redditch B97 6QL
When: Every 2nd Saturday of the month, 12:00 PM - 2:00 PM
Where: The Queens Head, Sugarbrook Ln, Stoke Pound, Bromsgrove B60 3AU
When: Every 3rd Saturday of the month, 12:00 PM - 2:00 PM
Where: THE WINGED SPUR, MAIN RD, ULLENHALL, HENLEY-IN-ARDEN, B95 5PA
Can’t wait? Schedule a confidential one-on-one appointment at your convenience

The value of your investments can go down as well as up. You could get back less than you
approved.
Hearnden & Weston Wealth Management Limited 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)
SJP Approved 4/2/2025