Theocsbury Financial

We are very proud to support Tewkesbury in Bloom- thank you for making our town so pretty! 🌺

Wishing all of our clients, friends and family a very Merry Christmas and a prosperous 2026! 🎄🎅🏻

Today we celebrate 2 years as Theocsbury Financial!
Doesn’t time fly!

Thank you so much for your continued support!

🎂🎉🎈

🧐 With speculation mounting around the Autumn Budget, staying informed is key. Don't get caught up in the noise. Learn more here: https://partnership.sjp.co.uk/article/detail/sjpp/budget-2025-beware-of-the-rumours.html

With the Budget just days away, you may be considering what the outcomes could mean for you and your finances. We’re here to help you navigate any changes and provide clarity where you need it.



Theocsbury Financial 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 21/11/2025

Ongoing advice can bring clarity. 68% of people who receive it have a full plan with clear goals and timelines, compared to just 32% without.

Opinium surveyed 8,000 UK adults nationwide between 22nd July and 5th August 2025. Quantitative data1 referenced in this report is taken from this survey. Quotas and post-weighting were applied to the sample to make the dataset representative of the UK adult population.

Theocsbury Financial 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 18/11/2025

Whether it’s tackling inflation or planning for the future, parents’ hopes for their children remain the same, security and opportunity.

According to research conducted for St. James's Place by Opinium, 54% of parents with ongoing financial advice feel optimistic about their children’s future, compared to 34% without.

Because good advice helps confidence grow, generation after generation. 🌱

Theocsbury Financial 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 14/10/2025

This morning’s Net Club breakfast had plenty of energy...and plenty of omelettes!

We kicked off with our Showcase from Meg Anderson - Image, where Meg kept us on our toes with a fun quiz that made us all dig deep to remember what we knew about her and her business. A great way to learn more!

Breakfast itself was a hit, with omelette orders flying out- the winning combo being cheese, bacon and black pudding. Safe to say that one’s a new favourite with the group.

Afterwards, we shared ideas for future meetings and took time to reflect on what Net Club really means to us, both as individuals and as businesses. It was a brilliant reminder that this community is about far more than networking.

A big thank you to everyone who joined us today!

If you would like to visit our next meeting on Friday 5th September, you can book here: https://tewkesburycoworking.co.uk/net-club-tewkesbury