We are marking Financial Planning Week with a series of blogs to help you build confidence and deal with the challenges that surround financial decisions. Retirement might seem a long way off when you’re at the beginning of your career, but by starting to plan when you’re young, you develop Read More >>
We want to help you build confidence and deal with the challenges that surround financial decisions. With high interest rates and instability still plaguing the markets, I thought I’d take this opportunity to answer the questions we are asked most frequently about the pros and cons of investments. Should I Read More >>
Financial Planning Week is a nationwide initiative to encourage more people to start conversations about money. To mark the occasion, we have produced a series of blogs giving different perspectives on the issue. Today, we’re looking at what we really mean when we talk about financial planning. Let’s arrange a Read More >>
I read a news article recently that reported on a survey of paraplanners. It claimed only 6% of women, compared to 41% of the men surveyed, wanted to become financial advisers, despite being fully qualified or in the process of completing their exams. As an experienced financial planner, this worrying Read More >>
Most of the people I meet want financial advice and, therefore, know the value of saving for retirement. However, when we talk about putting income protection in place, it is seen as ‘dead money.’ This is what I say to anyone who is sceptical about safeguarding their earnings: There is Read More >>
What exactly is a paraplanner I hear you ask? I came to Belmayne from a role outside the financial services industry and I have to say, initially, I didn’t have a clue either! Paraplanning is a relatively new profession and it is ever-changing and adapting. According to Investopedia, it refers Read More >>
Imagine the day you make your final mortgage payment and the metaphorical noose that has bound you to a bank or building society for so many years is taken from around your neck. For most of us, it probably can’t come soon enough. I know I can’t wait for the Read More >>
A new tax year is upon us and it’s time to take a look at your finances to ensure you’re approaching the next 12 months in good shape. Whether you’re a regular or occasional saver, there are reliefs and allowances to be had and making use of them is essential. Read More >>
As we lurch from one global disaster to another, you might be forgiven for thinking there’s no point worrying about how the financial markets performed last year. However, despite the unprecedented global challenges we face, the power of evidence-based investing can be seen in the outcomes for investors who chose Read More >>
There is a guide to investment funds that most advisers don’t really want you to know about. It’s called Spot the Dog and is produced by a firm called Bestinvest. Don’t be fooled by the preschool moniker, this pooch packs a punch. It names and shames investment funds that deliver Read More >>
