I’ve spent over 30 years helping people make sense of their finances, and I still love what I do. Over the years, I’ve specialised in Inheritance Tax planning and retirement solutions – two areas where smart decisions can make a world of difference.

I’ve put together some free resources for you to download. These handy guides are full of practical tips you can start using right away.

Five tips for Inheritance Tax planning
Leaving a good inheritance can be life-changing for your loved ones – but don’t leave it to chance! Here are five top tips on how you can make sure your money lives on.

Guide to early retirement
There’s no shortcut to a comfortable retirement. Investing the time to get your pension plans into shape can help ensure you’ll have the future you deserve.

2025/26 tax year-end checklist
The new tax year brings fresh opportunities to grow your wealth. Our handy checklist will help guide you through some of the key areas to consider.

Once you’ve selected a guide (or even multiple guides!), scroll to the bottom of the page to fill in the form – you’ll then receive a link direct to your inbox to download the guide(s) you’re interested in.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

About me

I joined Wellesley in 2011 and became a Chartered Financial Planner in 2012. I believe financial planning should be personal, and I enjoy working closely with my clients, really getting to know them and building relationships that last for years.

I was delighted to be featured in the VouchedFor 2025 Top Rated Financial Adviser Guide, published in The Times. This recognition is based on real client reviews, reflecting the trusted, long-term relationships I build – and the results I deliver.

Over the years, I’ve helped hundreds of people feel confident in their financial future – and I’d love to help you do the same.

Let’s talk about your financial future

So, whether you’re looking to build stability for your loved ones, grow your business or plan your dream retirement, please get in touch to book a no-obligation financial review.

Get in touch using my details below!

Piers Bonnett FPFS | Chartered Financial Planner

01444 244551 | piers.bonnett@sjpp.co.uk