Don’t Trust AI With Your Retirement

The Financial Conduct Authority (FCA) has found one in five adults is open to AI making financial decisions for them, particularly when the choices feel complex. But, have you ever considered whether the information these chatbots provide is correct? An article in the Financial Times on this very subject caught Read More >>

Creating A Family Financial Plan

Family life brings joy, mess, love, chaos and everything in between. But, as your family grows, so do the financial complexities and expense. Protecting loved ones and building long-term wealth becomes a lot harder when it has to be balanced with buying a bigger house, funding education and helping children Read More >>

Trainee Joins Financial Planning Team

We are continuing to invest in homegrown talent, with the appointment of a second trainee financial planner. Greg McMillan has joined Belmayne to learn more about the process of retirement and wealth planning, whilst earning his professional qualifications. He is being mentored by our managing partner, Martin Birch, who is Read More >>

Belmayne Shortlisted for Business of the Year Award

We have made it to the final round of the East Midlands Business of the Year Awards, demonstrating our commitment to staff development. Belmayne is one of nine firms shortlisted for Employer of the Year at the regional awards, after we showcased how we excel for our workforce in a Read More >>

The Business of Retirement

Cast your mind back to the early 2000s. Businesses of all kinds were growing quickly, technology was advancing and the opportunities felt endless. It was a decade for taking risks that for many, paid off handsomely. A lot of people left safe, salaried jobs and set up their own companies, 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 >>

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 >>

Meet the Team: David Bashforth

In this next instalment of our meet the team series, our longest standing partner, David Bashforth, tells us more about his career to date.  He reveals how academic achievement is not the only route to success and when he reaches retirement, he’ll be practising what he preaches…   Stumbling onto 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.