Welcome to the first in a new series of blogs, in which we learn more about what makes our planners tick. We’re kicking off with a deep dive into the career history to date of our motorbike loving managing partner, Martin Birch. Academic achiever I enjoyed school – being good Read More >>
We have just returned from our inaugural Belmayne residential. Yes, we rallied the troops and jetted off to the Isle of Man for three days of fun and adventure! If the thought of 72 uninterrupted hours with your colleagues fills you with horror, you clearly don’t work at Belmayne! I Read More >>
Do you keep yourself fit? We all know regular activity and eating well have a positive effect on our long-term health. But that extra glass of wine is so tempting! Just like our physical fitness, financial fitness takes discipline, planning and timely action. That’s why many of us join gyms Read More >>
Creating a financial plan is not something you do once and then forget. We see clients at least once a year to make sure the provisions we’ve put in place for their retirement are still fit for purpose. Our annual reviews are one of the most critical elements of the Read More >>
Caring for grandchildren doesn’t have to be just a labour of love. If you’re juggling childcare and work, there’s a national insurance credit not many people know about that could boost your state pension when you retire. Credit where credit is due Grandparents are a silent army of caregivers. School Read More >>
Really good financial planning can be truly life changing, improving your financial and mental wellbeing. This is what we aim to deliver to each and every client. To demonstrate how we can make a genuine impact, let me give you an example. Through the financial planning process, I have helped Read More >>
So many clients say that speaking to us is the best thing they’ve ever done, yet perceived barriers are holding back more than half the population from contacting a financial planner. Why is that? You’d be amazed at how many new enquiries we receive from people who’ve been putting off Read More >>
For most of us, retirement planning means making sure we have enough money to do the things we enjoy – foreign holidays, leisurely rounds of golf, trips to the theatre or art galleries perhaps. No one wants to contemplate dying before we’ve had chance to spend our hard-earned savings, but Read More >>
Children are bombarded by consumerism. The offer to buy now and pay later seems to be everywhere. So how do we ensure they learn the value of money and the importance of saving for the future? Lead them not into temptation I’m a mum of two children, aged seven and Read More >>
I attended a seminar recently focusing on bonds. They are one of the two main asset classes we use to build your investment portfolio. Rising inflation and interest rates has created unwelcome headwinds of late. There were some key takeaways from the event that I thought I’d share, to help Read More >>
