Wealth Management Guide

January 2025

The start of a new year can be the perfect time to check in on your finances, set goals for the year ahead, and create a plan for how to achieve them.

In fact, the Investment Association (6 January 2025) found that 43% of UK adults planned to set financial goals at the start of 2025.

This year, with the tax burden rising, new legislation being introduced, and inflation remaining high, getting a handle on your personal finances could be at the top of your agenda.

Indeed, economic uncertainty in both the UK and across the globe could be a key driver for building financial resilience. In 2025, figures reported by IFA Magazine (13 February 2025) showed that confidence in the UK economy had plummeted among high net worth individuals, falling from 84% since August 2024 to 48%.

Whether you want to boost your retirement savings or pass on wealth to the next generation, this guide reveals five valuable tips to help you manage your finances, build resilience, and grow your wealth in 2026.

Download your copy here: 5 tips to help you manage your wealth in 2026

Please get in touch if you’d like to speak to us about your plans for 2026 and beyond.

Please note: This guide is for general information only and does not constitute advice. The information is aimed at retail clients only.

Facebook

This field is for validation purposes and should be left unchanged.

Your name(Required)

Your phone number(Required)

Email(Required)

Enter the first part of your postcode(Required)

We ask for partial postcode so we can direct your enquiry to the nearest team

What can we help you with?(Required)

GDPR permissions

I consent to my personal information being collected and used to receive marketing communications from PKF Francis Clark Financial Planning including email updates, event invitations and newsletters using the communication methods I have provided above. Please read our privacy notice for more information and for how to unsubscribe.