Summer 2025 Newsletter
The Lowdown Welcome Welcome to the latest edition of our newsletter, where we’re excited to share a wide range of updates and milestones from across the business. Firstly, we bid a fond farewell to valued members of the team, Mandy and Chris, who are heading into a well-deserved retirement. At the same time, we’re delighted to welcome several new faces to the team, both in client services and financial advice— each bringing new energy and expertise. We also want to alert you to the rise in cloning fraud and scam activity, and share some practical tips to help you stay vigilant and protected. Looking ahead, we’re inviting clients and friends to join us for a summer walk up Moel Famau followed by food and drinks at Pen Y Bont Farm—everyone is welcome, including four-legged friends! There’s also an exciting update on Grace and Chantel’s Hyrox fitness challenge, and we’re celebrating recent exam success within the team. We’re particularly proud to announce our sponsorship of Paralympian Nathan Maguire, and reflect on the incredible impact of our recent workplace financial education sessions, which are helping people take control of their financial futures. Thank you for reading—and for being part of our journey. Best wishes,
Warren Hadlow, Director
STAFF NEWS
Cheers to Mandy & Chris in their Retirement! We’d like to extend our warmest wishes and heartfelt thanks to two of our long-standing financial advisers, Mandy Lewis and Chris Bromiley, who are now retiring after many years of dedicated service. Both have played a vital role in supporting our clients and contributing to the growth and success of the business. Their professionalism, integrity, and commitment to putting clients first have made a lasting impact. Over the years, they’ve helped hundreds of clients plan for their futures with confidence, providing trusted advice and building lasting relationships. Their thoughtful, caring approach has been truly appreciated by all who have worked with them. As they move into this next chapter, we know they’ll take the same positivity and purpose into retirement that they brought to work every day. While we will miss their presence in the office, we’re excited for what lies ahead for them. We wish them both a very happy, healthy, and well-earned retirement, and we thank them sincerely for everything they’ve done for the team and our clients. Their dedication will remain a valued part of our story for years to come.
COMPANY NEWS
Welcome We’re excited to announce the addition of four new team members who have recently joined us, further strengthening our client service and advisory capabilities as we continue to grow. Joining our administration team are Sophie HayesJones, Jess Louw, and Helen Meredith. Each brings valuable experience, fresh energy, and a keen eye for detail to our operations. Their roles ensure our day-to-day processes run smoothly, and they’ve already started contributing to the efficient, friendly service our clients expect.
We’re also delighted to welcome Stuart Williams as our newest Financial Adviser. With a strong background in financial planning and client care, he brings a great mix of technical knowledge and a people-first approach, continuing to offer personalised, highquality advice tailored to each client's goals. These new appointments are part of our ongoing investment in both our team and the client experience. As our business expands, so does our commitment to providing outstanding support and advice. We’re confident that each of our new colleagues will be a great asset to our team and to the clients we serve. Please join us in giving them all a very warm welcome!
MARKET NEWS
Stay Scam Aware We’d like to make you aware of a growing trend in business cloning fraud, where scammers impersonate legitimate companies in order to deceive and steal sensitive information or money. These fraudulent operations often use names, branding, email addresses, and even cloned websites that closely resemble genuine firms—making it increasingly difficult to spot the difference. One particularly worrying tactic is website cloning, where a fake version of a real business’s website is created to look almost identical. Scammers may also call, send emails or messages pretending to be from reputable firms, encouraging recipients to click on links, provide login details, or transfer funds urgently. Please remain cautious when receiving unexpected communication appearing to come from any business, including ours. Double-check the sender’s email address, avoid clicking suspicious links, and never share personal or financial information without verifying the source. If you’re ever unsure whether a message or website is genuine, contact us directly using the details listed on our official website. Your security is our top priority. Staying alert and questioning anything that feels “off” can make all the difference in protecting yourself against fraud.
CLIENT NEWS
Join us for a Walk and Social - 12th July
We’re excited to invite all our clients and friends to our upcoming Walk & Social on Saturday, 12th July—a perfect mix of fresh air, great company, and good conversation! We'll be heading up Moel Famau, one of North Wales’ most iconic peals, for a relaxed and enjoyable group walk. Whether you're an experienced hiker or just fancy a scenic stroll, all fitness levels are welcome. It’s a great chance to enjoy the outdoors and connect with likeminded people. After the walk, we’ll head over to Pen Y Bont Farm in Mold for some well-earned drinks and food. It’s a great way to unwind, catch up with familiar faces, and meet new ones in a laid-back, welcoming environment. Please email Fiona Clarke on fiona.clarke@sjpp.co.uk if you are going to be joining us - dogs are welcome too!
DATE: Saturday, 12th July WALK DETAILS Meeting Point: Bwlch Pen Barras Car Park, CH7 5SH Meeting Time: 9.30am (for a 10am start) Note: The car park is Pay & Display and dogs may be required to be on lead due to sheep. SOCIAL DETAILS Location: Pen Y Bont Farm, Mold, CH7 1UJ Time: 12.30 - 3.30pm Note: We have booked a dog-friendly area, so dogs are welcome here too! Let us know if you can make it—we’d love to see you there! Bring a plus 1 too—the more, the merrier! If you would like to pre-order food, please email fiona.clarke@sjpp.co.uk by Monday 7th July so we can let the team at Pen Y Bont Farm know.
CHARITY NEWS
Hyrox Challenge Update Two of our Paraplanning team, Chantel Moore and Grace Chester, competed in the Glasgow Hyrox Competition as a double on 13th-16th March in aid of Macmillan Cancer Support. SPONSORSHIP NEWS
Paralympic Power We are incredibly proud to announce our sponsorship of Paralympian and elite wheelchair racer, Nathan Maguire. Nathan is not only an outstanding athlete but also a powerful example of resilience, dedication, and focus—qualities we value deeply within our own business and among the clients we support.
The competition tested their strength, endurance, and determination, but the pair took the challenge in their stride and completed the event in an incredible 2:04:28 and they raised an impressive £895. Chantel and Grace trained really hard to take on the challenge. They each completed a 1km run, followed by 1 functional workout station to be completed between them, repeated 8 times. The functional workout stations included were: 1000m Ski Erg 50m Sled Push 50m Sled Pull 80m Burpee Broad Jumps 1000m Rowing 200m Farmers Carry 100m Sandbag Lunges 100x Wall Balls We are incredibly proud of their commitment to both the competition and this meaningful cause. Well done, both! COMPANY NEWS
Road to Success We’re proud to share that Paraplanner, Holly Thomas, is well on her way to completing her Diploma in Regulated Financial Planning having recently completed the R03 Personal Taxation exam. Balancing work and study, as well as a young family, is no small feat, and Holly has shown exceptional commitment and determination throughout her journey. Her success so far is a testament to her hard work and dedication to continued professional development. With two exams left, we know she’ll continue to thrive and we know we’ll be seeing her fully qualified in no time! Please join us in congratulating Holly on her fantastic progress!
Our relationship with Nathan began in December when he joined us at a team meeting to share his remarkable journey—from a life-changing illness at a young age to representing Great Britain on the global stage. His story of overcoming adversity, setting clear goals, and staying committed to performance truly inspired us all. As a business focused on helping people set goals, track progress, and adjust plans when needed, we see a strong alignment between what we do for our clients and what Nathan does in his athletic career. Whether it’s planning for a comfortable retirement or preparing for a major championship, success lies in having a plan, reviewing performance, and staying on track— something Nathan lives and breathes in his training and racing. Nathan has already made a strong start to the 2025 season. In the London Marathon, he finished 10th in the Men’s Elite Wheelchair category, competing alongside the world’s best. He followed this with strong performances at both the Swiss Grand Prix and the Swiss Nationals, where he achieved incredible results: Swiss Grand Prix 100m 400m
Swiss Nationals
th
7 - 00:14.21 1st - 00:45.55 nd
st
1 - 00:45.19
800m
2
- 01:30.54
2nd - 01:29.61
1500m
2nd - 02:54.25
6th - 02:48.50
5000m
-
4th - 09:45.14
Looking ahead, Nathan is set to compete at the London Diamond League in July, a key event in the build-up to future major championships. We’re excited to follow Nathan’s journey through this season and beyond, and we’re honoured to play a small part in supporting his goals. Please join us in celebrating this new partnership and wishing Nathan every success in his upcoming races! Keep an eye on our channels for updates on his performance and progress.
COMMUNITY NEWS
Empowering Financial Futures We’re proud to share the success of our recent workplace financial education sessions, where we’ve been helping employees across different industries take control of their finances and make more confident decisions about their future. These sessions are designed to be clear, engaging, and practical—covering key areas such as budgeting, saving, investment planning, and understanding tax. Each session is tailored to the audience, ensuring that whether someone is just starting their financial journey or planning for retirement, they leave with relevant, useful insights. At the heart of our business is a commitment to financial education and empowerment. We believe everyone should have access to straightforward and easy-tounderstand financial guidance—especially in the workplace, where money matters can feel overwhelming or easily overlooked. Feedback so far has been overwhelmingly positive, with attendees saying they feel better equipped to make decisions about their money, and more confident about their financial futures.
Testimonial from the Women’s Work & Wellbeing Summit: “Before the session, I felt uncertain about my finances, but afterwards, I felt empowered and confident. The Hadlow Edwards team were clear, approachable, and made complex topics easy to understand. Feedback from others was equally positive. Setting up the session was smooth and professional, and they were a pleasure to work with. I’d highly recommend them to anyone looking to build financial confidence, especially for women.” Liz Rowlands, Menopause Trainer & Coach Bringing financial education into the workplace is one of the most effective ways to support long-term financial wellbeing. It’s not just about numbers—it’s about confidence, peace of mind, and planning for the life people want to lead. If you're interested in bringing us into your workplace or want to find out more about what we offer, please get in touch. Whether it’s a lunchtime seminar, team workshop, or part of a wider wellbeing programme, we can tailor something that works for your organisation.
If you would like to know more about any of these topics, or if you or someone you know would like a no obligation financial review, please feel free to get in touch with us.
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The Old Brewery, Central Road, Wrexham, LL13 7SU
01978 311611
hadlowedwards.co.uk
Hadlow Edwards is a trading name of Hadlow Edwards Wealth Management Ltd. Hadlow Edwards 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) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Our privacy policy is available on our website which informs you how to opt out if you do not wish to receive any further marketing communications from us
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