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 >>
You’re only a few clicks away from the answer to any question that pops into your head. How do I stop my Yorkshire puddings sinking? Who topped the charts the day I was born? Should I take my pension tax-free cash? The speed and convenience might be impressive, but AI-generated Read More >>
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 >>
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 >>
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 >>
A member of our financial planning team has achieved national recognition for the positive impact he is making on our firm and its clients. Chris Pond has been shortlisted in the Young Financial Planner of the Year (East and West Midlands) category at the inaugural Young Financial Planner Awards. These Read More >>
We are welcoming another experienced financial planner with Chartered status to our team, focusing on and developing Belmayne’s reach. We have appointed Alex Napier to build on our ever-expanding footprint into Sheffield and highlight our commitment to providing first class client services. Alex joins Belmayne after almost five years at Read More >>
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 >>
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 >>
We’re joining forces with chartered financial planners across the UK to raise awareness of Financial Planning Week 2024, which runs from January 22-28. The aim is to increase awareness of the benefits of professional financial advice and help consumers take control of their life, by busting myths that surround the Read More >>
