Senior Partner Practice of
St. James's Place Wealth Management
 

Financial education and the duty of care for employers

As a financial adviser, I’m sure you can imagine that I think about money a lot of the time. I enjoy inspiring others to use their resources wisely to achieve their short- and long-term goals, and I’m passionate about helping people become financially secure, by planning for their future and living happy and fulfilled lives.

The power of long-term investing

Our principal, Louise Woollard, was recently interviewed by Adviser Points of View about her thoughts on investment risk. While some of Louise’s comments appeared in the original article, the piece below also looks at Louise’s advice when it comes to long-term investing.

Louise Woollard – Out of office

Before lockdown, our principal, Louise Woollard, spoke to Topic UK about what she gets up to when she’s not at work. Of course, things are a little different at the moment, but when things are a bit more ‘normal’, here’s how she spends her time out of the office…

Getting to know... Otis

We’re a small and mighty team here are Louise Woollard Financial, and we’re extremely passionate not just about financial planning, but the genuine and long-standing relationships we build with our clients. In our latest blog series, we will be putting a member of the team in the spotlight to answer 10 quick-fire questions about their job role and life outside of the office. This month, it’s the turn of Otis – our office dog!

Financial Fitness: Our top eight event takeaways

At the start of February, we held a ‘Financial Fitness’ event for the Yorkshire region’s business people - giving them some top tips and food for thought around some of the nation’s biggest financial headaches.

Financial planning – how and where to start

There’s no better time than the New Year to turn over a new leaf. After the indulgence of Christmas many people begin to focus on their finances and, with this in mind, I thought some tips on where to start would be helpful.

Business Link Yorkshire ‘Time Out’: Louise Woollard

Our principal, Louise Woollard, recently took part in Business Link Yorkshire’s ‘Time Out’ Q&A. However, if you missed the original write-up, find out more about what she likes to do in her free time, her favourite film and more, below…

My Yorkshire: Louise Woollard

Our very own Louise Woollard was recently interviewed by The Business Desk all about Yorkshire – including her favourite place to visit and the most memorable meal she’s had. If you missed the original write-up, catch up below…

A day in the life of Louise Woollard

Our principal, Louise Woollard, recently spoke to The Yorkshire Post about a typical day in her life – from breakfast habits and dog walking, to tasks at the office and sporting hobbies. If you missed the original write-up, catch up here…

The client spotlight – Bill Dennis

At Louise Woollard Financial (LWF), fostering great client relationships is at the heart of what we do, and we love hearing about the positive impact our services have on people’s lives. Next in our client spotlight blog series is Bill Dennis, talking about how he finds working with us. Here’s what he had to say…

Tips on how to budget during the festive period

Our principal, Louise Woollard, was recently interviewed by The Huddersfield Examiner for her top tips on helping to manage your pre-Christmas finances. If you missed the original write-up, check out our condensed summary below…

Getting to know Louise Woollard

We’re a small and mighty team here are Louise Woollard Financial, and we’re extremely passionate not just about financial planning, but the genuine and long-standing relationships we build with our clients.

Pension planning……what you need to know

Many people are mystified by their pensions. They receive an annual statement and file it in a drawer every year none the wiser about what this means in relation to their retirement goals.