Keeping Your Plan On Track

To help you make sensible decisions about the future, we’ve broken down the financial planning process into five stages. They are: Establishing your goals Gathering data Evaluating your current position Developing and implementing a plan Monitoring and reviewing that plan regularly In this final article, we address step five and Read More >>

Plan Today, Enjoy Tomorrow

To help you make sensible decisions about the future, we’ve broken down the financial planning process into five stages. They are: Establishing your goals Gathering data Evaluating your current position Developing and implementing a plan Monitoring and reviewing that plan regularly In this article, we explain how we develop a Read More >>

Evaluate Your Financial Provision

To help you make sensible decisions about your future, we’ve broken down the financial planning process into five stages. They are: Establishing your goals Gathering data Evaluating your current position Developing and implementing a plan Monitoring and reviewing that plan regularly Once we have established your goals and gathered your Read More >>

Let Facts Speak For Themselves

To help you make sensible decisions about the future, we’ve broken down the financial planning process into five stages. They are: Establishing your goals Gathering data Evaluating your current position Developing and implementing a plan Monitoring and reviewing that plan regularly This article looks closely at step two – accurate Read More >>

The Business End Of Minimising Tax

It is not uncommon for our financial planning to include advice around inheritance tax. There is a threshold set by the government, above which the levy must be paid at 40% on any assets you own at the time of your death. Recent amendments mean eligible married couples now have Read More >>

An Inflation-Beating Way To Save

For most of us, money doesn’t come easily. It takes a lot of hard work to build up savings, so how do you make those savings work hard for you? You need to consider all the options available and extract the most from your hard-earned cash. A stocks and shares Read More >>

Keep The Faith: Markets Will Bounce Back

Record stock market highs were recorded in February, which now seems a long time ago. A month later, Covid-19 and an oil price war between Russia and members of the Organisation of the Petroleum Exporting Countries (OPEC), led by Saudi Arabia, brought about the biggest market downturn since the financial Read More >>

Protect The Future Of Your Business

According to one of the UK’s leading protection companies, 91% of small and medium-sized businesses have four owners or less and 95% have fewer than ten employees. This puts these businesses at a much higher risk of failure, in the event one of their key employees becomes seriously ill or Read More >>

The Importance Of Understanding Your Investments

When you ask someone for investment advice, you need to know where your money will be placed. It should raise a red flag if they can’t explain their approach concisely and confidently. In my formative years, I witnessed pre-RDR (Retail Distribution Review) advice relying on ‘with profit’ or ‘balanced managed’ Read More >>

Designated Members: David Bashforth FPFS, Jon Stevens APFS, Ben Smalley APFS and Martin Birch FPFS MCSI.
Belmayne Independent Chartered Financial Planners is a trading name of Belmayne Independent Financial Services LLP, a Limited Liability Partnership.
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