Sedulo Wealth, the year so far

As summer draws to a close, it’s a good time to pause and look back at what we’ve been doing throughout the year so far. It’s been a busy few months, we’ve seen business growth, introduced new client initiatives, and started making plans for the future.

Reaching new milestones

We’re proud to now be looking after over 700 families and £370 million of assets. These numbers are milestones, as they represent the trust our clients place in us and the responsibility we hold every day. That’s something we never take for granted, and we say thank you to all of you.

Higher security, lower costs and stronger value

This year we introduced a new cyber security process to give even greater protection to your data. It’s a behind-the-scenes change, but one that adds an extra layer of reassurance when it comes to keeping your information safe.

We’ve also secured enhanced terms for clients in our Managed Portfolio Service (MPS), reducing the cost of investing and making sure your money is working as efficiently as possible.

A strong turnout in Knutsford for our Inheritance Tax seminar

Last week we hosted our first Inheritance Tax seminar at Cottons Hotel in Knutsford. The response was overwhelmingly positive.

Business owners and members of the local community came to hear from our panel of experts. Inheritance Tax (IHT) is affecting more families than ever, and recent rule changes have only increased the need for clear, practical advice.

Clarity on a complex subject

The morning featured three expert speakers:

• Steven Hilditch, Sedulo Wealth Chartered Financial Planning Director
• Jose Vilchez, Sedulo Wealth Chartered Financial Planner
• Julie Burgess, Partner at Gorvins Solicitors

Our speakers began with an explanation of Inheritance Tax, outlined the latest changes, and shared strategies to help protect estates. The session also cleared up common misconceptions that often catch families out. Attendees then had the chance to ask their own questions in a lively Q&A.

We’d like to take this opportunity to say a special thank you to Julie Burgess, Partner at Gorvins Solicitors, for her valuable insights. She brings deep knowledge and practical insight to inheritance planning. Her perspective added real depth to the discussion, and we’re grateful to Gorvins for supporting the event.

More dates to come

The success of this first seminar means we’ll be adding new dates in the months ahead. These sessions are designed for anyone who wants to understand how Inheritance Tax could affect their family or business, and the practical steps they can take to plan with confidence.

If you know someone who would benefit, please share the news — we’d be delighted to welcome them to a future event.

New faces, new bases

Our team continues to grow. Over the summer we welcomed Hope Ford to the admin team and promoted Steve Bowen from admin to paraplanning. We also welcomed Holly Rance as our new Compliance Manager, who will help ensure we always meet the highest regulatory standards.

We’ve also opened a new office in Birmingham, extending our reach and building on the city’s proud financial history. The office is a fresh base for clients in the Midlands, and we look forward to sharing more from our Birmingham team in the months ahead.

Looking ahead

It’s been a full and rewarding summer, and there’s more to come. Sedulo Wealth continues to be recognised by the industry and our peers, with nominations at the latest VouchedFor Adviser Awards, gaining recognition as a Top Rated Firm. We also achieved Corporate Chartered Status, the highest level of recognition from the Chartered Insurance Institute and a mark of our commitment to professional standards

As we move into autumn, our focus remains the same. Putting clients like you first and helping you plan with clarity and confidence.

About Sedulo Wealth Focus

This article is part of the first edition of Sedulo Wealth Focus — our new quarterly newsletter. Each issue brings you updates on events, insights from our advisers, and news from across the Sedulo Wealth community.

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