Take Time To Assess Budget Changes

We are urging investors to seek professional advice before making any knee-jerk changes to their portfolios following yesterday’s budget. Chancellor, Rachel Reeves, announced a number of updates to the inheritance and capital gains tax regimes that will affect pensions and investments. Managing partner, Martin Birch, said: “Whilst the budget may Read More >>

Expert Planner Earns Us Appointment Hat Trick

We are welcoming our third new recruit in as many months! Experienced financial planner, Nick Pike, is joining us to expand and strengthen the team offering advice and guidance to local residents. Nick has worked in the financial planning sector since 1999, after initially qualifying as a teacher and then Read More >>

Bright Spark To Aid Expansion

We are welcoming another addition to our support team, who will be focusing on ways to enhance the experience we offer clients. Stephen Bright joins us as a technical administrator and trainee financial planner, to learn how to offer advice, whilst improving back-office processes and efficiencies. This latest appointment comes Read More >>

Belmayne Backed Cricketers Hit Competition For Six

Please join us in celebrating the success of one of the local grassroots sports teams we support! Hundall Cricket Club’s under 11s team, which is sponsored by Belmayne, has been crowned champions of the Ben Jessop Sheffield and District Junior League, Division 3B. Financial planner, Andrew Boulton, whose son and Read More >>

Experienced Administrator Joins Belmayne

We are strengthening the service we offer to clients with the appointment of a new administration assistant. Experienced administrator, Janine Barnes, joins Belmayne to assist our management team and growing number of financial planners. Janine has held various administrative roles, most recently with a footwear manufacturer and is a volunteer Read More >>

Don’t Let Volatility Derail Investments

We are urging investors not to confuse recent stock market dynamics with systemic failures in their portfolios. Worldwide market volatility has made headlines recently, with the UK’s FTSE 100 opening this week with losses of 2-3%. Belmayne managing partner, Martin Birch, said: “This increased market volatility stems from fears the Read More >>

Anniversary Walk Hikes Up Fundraising Total

We have raised more than £1,000 for two local charities after completing a 20-mile hike to celebrate our 20th anniversary. In total, 13 of us took to the hills around Dronfield to complete the sponsored walk, adding £1,137 to the money being raised by our Belmayne Foundation. All this year’s Read More >>

Second Sunflower Fundraiser Begins

We are launching our second Summer of Sunflowers competition, involving nursery children from across north Derbyshire. What was the seed of an idea last year has blossomed into a fully-fledged fundraiser for our Belmayne Foundation! We are equipping 16 participating pre-school groups from across the area with seeds, biodegradable plant Read More >>

Hi-Vis Donation Made to Bradway School

We have forged links with a local primary school to help improve the safety of its youngest pupils. Belmayne has purchased new high visibility vests for the reception class at Bradway Primary School, just across the Sheffield border. The luminous vests will be used to ensure the four and five-year-old Read More >>

Cathy Ranked Among UK’s Top Rated Advisers

Our very own Cathy Smith has been named one of the UK’s most highly regarded financial planners by clients. She features in VouchedFor’s Top Rated Guide 2024, which was distributed in The Times earlier this month. To qualify for inclusion in the guide, advisers must receive at least ten independently 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.