Cathy Smith with Melanie Shaw

Belmayne Planner Retires To Practise What She’s Preached

We are bidding a fond farewell to a highly regarded team member, who is retiring after 30 years in the profession. Since joining Belmayne in 2020, financial planner, Cathy Smith, has been listed consistently in the VouchedFor Top Rated Financial Adviser Guide. She now intends to spend more time with Read More >>

Matt Spivey appointment

ICT Expert Calls Belmayne Home After Career Change

We are welcoming a new specialist to the team who will be using his experience in telecommunications to help clients from similar backgrounds. Matt Spivey joins Belmayne as a trainee financial planner, after spending the last 25 years in sales roles for firms such as Vodafone. Being made redundant in Read More >>

Beth Puts Best Foot Forward For Foundation

One of our personal assistants is preparing to tackle Sheffield Half Marathon to raise funds for the Belmayne Foundation. Novice runner, Beth Holmes, will be taking on the 13-mile road race on March 29, to support St Luke’s Hospice and Sheffield Parent Carer Forum – this year’s nominated charities. Beth Read More >>

Iran War Isn’t Impacting Investments Yet

We are urging investors not to make any knee-jerk decisions about their portfolios, following the outbreak of war in Iran. Although media headlines have focused on rising oil and gas prices, please be reassured that the global markets have barely moved. Belmayne managing partner, Martin Birch, said: “For now, markets Read More >>

£8,000 Donated to Local Community Groups

We have handed over £8,000 to two local charities, following another successful year of fundraising. The money has been split equally between the 3rd Holmesfield Scout Group and Just Good Friends Club, with both receiving £4,000 courtesy of our Belmayne Foundation. Each year, we pledge to support two registered charities Read More >>

Partner Makes Leadership Award Shortlist

Congratulations to our managing partner, Martin Birch, who is being recognised for his leadership skills! Martin has been shortlisted in the Professional Services Leader category at the East Midlands Leadership Awards 2026 for a third consecutive year. The awards acknowledge the achievements of regional leaders who are driving innovation, championing Read More >>

Review Retirement Plans in Wake of Budget

We are urging savers and investors to reassess their retirement plans in light of last week’s budget. Our financial planners are recommending clients undertake a full review of their long-term financial plan to identify where current investments will generate more taxable income. Belmayne partner, Ben Smalley, said: “After months of Read More >>

Charities Sought Wanting Support

Do you know a local registered charity that could benefit from our fundraising support? We are inviting organisations to get in touch if they would like to be considered as one of our Belmayne Foundation annual charities for 2026. So far, we have one confirmed charity in place for next Read More >>

We’ve Picked a Winner in Sunflower Competition!

A green-fingered Derbyshire pre-schooler has taken the coveted top spot in our annual sunflower growing competition. This year’s Summer of Sunflowers, which raises money for our Belmayne Foundation, has been won by Milan Pozo of Marsh Lane Under 5s, whose statuesque sunflower reached 170cm. Nine children’s nurseries from across North Read More >>

Pensioners Need to Consider New Tax Rules

We are urging people to review their inheritance tax (IHT) planning, now the new rules on how pensions will be treated have been clarified. Significantly more savers will be drawn into the IHT regime, as unused pension funds and death benefits are to be included in a deceased’s estate from 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.
Registered in England and Wales number: OC309012.

Authorised & Regulated by the Financial Conduct Authority (FCA), Firm Reference No. 409714.