Sarah Rose Wealth Management Ltd

04/06/2026

It is so important to have an up to date will....

Transport for London worker Simon Comerford died in February aged 36, a year after he was diagnosed with testicular cancer.

28/04/2026

Last week's market update in 6 minutes: https://ow.ly/OHqi50YQArw

📊 Upbeat sentiment towards technology and AI, together with another strong week of corporate earnings supported US markets.

💲 Brent crude oil rose 17% over the week, its largest such move since the beginning of the Iran war.

20/04/2026

📊 Markets rose for the third consecutive week, with Friday’s returns buoyed by news from Iran’s foreign minister that the Strait of Hormuz was “completely open” to shipping.

Read last week's market update here: https://ow.ly/8JtT50YMB84

17/03/2026

Last week's market update in 6 minutes: https://ow.ly/CiR150YuSrA

📈 Despite ongoing global volatility, the FTSE 100 ended last week in positive territory, supported by the energy sector.

🏦 With the price of Brent crude oil up more than 50% in the past month, and ending last week at over $100 per barrel, the BoE is now not expected to cut interest rates when it meets later this week.

05/03/2026

A great reminder to focus on long term outcomes!

Global events can create uncertainty, but they don’t always require immediate action.
History shows markets are resilient. Our latest insight explores how markets have recovered from past geopolitical events and highlights reasons to support confident, long‑term decision‑making.

👉 Read more: https://ow.ly/j6Bi50Ypyb7

St. James’s Place Representatives represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

SJP Approved 05/03/2026

02/03/2026

Last week's market update in 6 minutes: https://ow.ly/Wkwr50Yo8jL

Recent events in the Middle East are clearly deeply concerning for all those impacted as fast moving events destabilise the region. Ripples threaten the oil price and global economy. It is a difficult time for investors.

Our investment team highlights the key considerations that must be considered before contemplating any action.

The value of your investment can go down as well as up. You could get back less than you invested.

St. James’s Place Representatives represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

SJP Approved 02/03/2026

26/01/2026

The tax landscape has become increasingly complex but there are still ways to leave your family a decent inheritance. This article looks at ways to avoid some of the common inheritance tax traps through careful estate planning: https://partnership.sjp.co.uk/article/detail/sjpp/how-to-avoid-inheritance-tax-traps.html
Taxation rules can change at any time and are dependent on individual circumstances.

Sarah Rose Wealth Management Ltd 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 22/1/2026

How to avoid inheritance tax traps

06/01/2026

Believe it or not, there can be a downside to having income of £100,000 or more – an effective 60% tax bill. As an increasing number of people get caught in the 60% tax trap, this article outlines some simple steps to help you avoid it:
https://partnership.sjp.co.uk/article/detail/sjpp/how-you-can-beat-the-60-tax-trap.html
Taxation rules can change at any time and are dependent on individual circumstances.
Sarah Rose Wealth Management Ltd 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 16/12/2025

How you can beat the 60% tax trap Description

23/12/2025

Season's greetings! 🧑🏼‍🎄🎄

Our office will be closed from 24th December at 1pm to allow our team to spend the holidays with family. We will return on 2nd January and review all messages promptly.

Wishing you a safe and joyful holiday season 🥰🎁

18/12/2025

While US mega caps have dominated market headlines in 2025, Chinese equities have quietly staged an impressive surge.

But what’s driving the momentum, and what risks and opportunities should investors be aware of? Read more: https://partnership.sjp.co.uk/article/detail/sjpp/the-chinese-market-an-undervalued-giant.html

Past performance is not indicative of future performance.

The value of your investment can go down as well as up. You could get back less than you invested.

Sarah Rose Wealth Management 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 17/12/2025

The Chinese market: an undervalued giant?