Announcing I’m a financial planner in polite company is like inviting the elephant into the room. When I’m asked what I do, I receive a wry smile and the conversation moves along swiftly. People don’t expect our role to be interesting or personally satisfying, but then they haven’t been party Read More >>
This is your pilot speaking. Can all investors flying with Belmayne today please take your seats, we are experiencing a little turbulence! From time to time, riding the global financial markets can get a bit bumpy. Some clients, particularly those nearing retirement, become understandably anxious about the value of their Read More >>
We have donated £6,000 to four local charities, with more on the way! Our partners handed over the money raised through the Belmayne Foundation in the first half of this year to Helen’s Trust, Pathways of Chesterfield, FareShare Yorkshire and Nenna Kind. Each organisation received an initial payment of £1,500 Read More >>
As the dust settles on the Chancellor’s latest fiscal shake-up, let’s take a closer look at what the changes really mean for investors. Will you be cracking open a (cheaper) bottle of Prosecco to celebrate or drowning your sorrows in a (more expensive) pint? No change to key tax levies Read More >>
An opportunity has arisen for an experienced administrator to join our close-knit team and help us continue to grow. We need someone on a fulltime basis to deal with all aspects of administration in our busy office, including handling calls, welcoming clients and collating documentation. Ideally, the right candidate will Read More >>
Five fearless fundraisers have banked more than £500 for the Belmayne Foundation by scaling Yorkshire’s three highest peaks. Our intrepid team completed the Yorkshire Three Peaks Challenge in 11 hours and 44 minutes. Partner, Martin Birch, financial planner, Chris Pond and his partner, Isabelle O’Leary, plus administrators, Tracy Knight and Read More >>
A study by investment company, Vanguard, found that using a professional adviser to manage your finances can add as much as 3% a year to your returns. Our fee for this service is just 0.8% per annum, which equates to £800 for every £100,000 invested with us. A good deal? Read More >>
We are preparing to tackle Yorkshire’s three highest peaks to raise cash for the Belmayne Foundation’s four chosen charities. Our Yorkshire Three Peaks Challenge team comprises partners, Jon Stevens and Martin Birch, financial planner, Chris Pond and his partner, Isabelle O’Leary, Tracy Knight and Laura Birch. Their adventure will take Read More >>
In general, the financial planning process is the same for men and women. However, we ladies have to overcome some additional challenges when we’re approaching retirement. Life expectancy, employment history and marital status can all have an impact on our pensions. So how do you redress the balance? Gender disparity Read More >>
There’s only one way to gain experience – the hard way! Being signed off as a competent financial planner was a major milestone in my career and a great confidence booster. I am now running my own client meetings and putting my technical knowledge into practice… Learning the ropes Coming Read More >>
