Frizzell Wealth Management Ltd

16/06/2026

More of our recent conversations have been about supporting the wider family, not just individual financial planning.💙

It’s something more people are starting to think about, whether that’s helping younger family members or planning ahead.

In our latest newsletter, we share some thoughts on this, along with updates from the team.

👉 Read it here: https://lnkd.in/e4JPjqQB

11/06/2026

Pride Month is a celebration of identity and at Frizzell Wealth Management, identity is at the heart of how we work with our clients. 💙

Your financial story is uniquely yours. It’s shaped by your career, your family, your values, your dreams and the life you’re building. That’s why the adviser you choose matters. Not just their qualifications but their ability to understand you.

We’ve intentionally built a diverse adviser team, different in age, personality, background and professional style. Because the right adviser for one person isn’t always the right adviser for another.

Some clients want structure and strategy. Some need empathy and a calm guide. Some want clarity and empowerment. Some want bold big picture thinking.

We’re able to match every client with someone who fits and understands how they think, communicate and make decisions.

This Pride Month, we’re celebrating the individuality of our clients and the diversity of our team.

07/06/2026

Brilliant morning at the Wallingford Thames Run 10k. Congratulations to everyone that came out to run and a special mention to our very own team of runners 😊

07/06/2026

Wishing everyone running good luck!

🏃‍♀️🏃‍♂️ Good luck to everyone taking part tomorrow! 🍀

Whether you’re chasing a PB, tackling a new distance, or simply crossing the finish line, remember to enjoy every mile and be proud of everything you’ve done to get to the start line.

Trust your training, soak up the atmosphere, and don’t forget to smile for the cameras! 📸

Wishing all runners a fantastic race and a safe, successful day. You’ve got this! 💪🏅

04/06/2026

Financial planning is at the core of what we do, but being part of the local community has always mattered to us too. 💙

We’ve recently brought together many of the organisations, events and causes we’re proud to support in one place on our website.

From local sports teams and community projects to charity fundraising and volunteering, it’s a reflection of what matters to our team and the communities around us.

👉 https://www.frizzellwm.co.uk/about/charity-and-community

02/06/2026

We’re proud to be sponsoring the Wallingford Thames Run 10k once again this weekend. 💙

It’s a fantastic local event that brings the community together while raising funds for an important cause, and one we’re always pleased to support.

Wishing the very best of luck to everyone taking part, we hope you enjoy the day and make the most of the atmosphere. 🏃‍♀️🏅

28/05/2026

We’re proud of this little collection but a business doesn’t win awards. People do. 💙

These trophies represent dozens of small decisions made by our team over time. The actions of people who care about their work, about each other, and about the impact we create.

They’re a reminder that excellence isn’t a single act of brilliance but build on a habit of consistency.

27/05/2026

Money can be one of the biggest sources of stress in family life but it doesn’t have to be.

Taking a whole family approach to financial planning helps everyone understand what’s important, what support is needed and how to prepare for the future together. Whether it’s helping children with education, supporting first time buyers, planning for retirement or caring for older relatives, a shared plan makes all the difference.

In our new blog, we look at:

• Why family financial planning matters
• How to understand each person’s needs
• What to consider when planning across generations
• How to prepare for life’s big transitions
• Simple steps to start the conversation

A strong plan brings clarity, confidence and peace of mind for everyone.

Read the full blog here: https://www.frizzellwm.co.uk/article/detail/2026/may/family-financial-planning.html

21/05/2026

Choosing a financial adviser is an important decision, and it’s not always clear where to begin.

A brochure can be a useful way to get a feel for how a firm works, what they value, and whether their approach is right for you.

Ours is intended to give a straightforward and honest view of how we support our clients, and what they can expect from working with us.

If you’re considering your options, it’s a helpful place to start. 🌱

19/05/2026

It was great to have the whole team together in the office recently for our Connect Day.💙

Taking the time to catch up, share ideas and spend time together really does make a difference. It’s those relationships behind the scenes that help keep everything running smoothly day to day.

We’re proud of the team we’ve built and the strong sense of support and collaboration that comes with it. 🌱