I realise income protection is not a terribly exciting concept, but it is nonetheless important and something that is often overlooked. Safeguarding what you already have is one of the three main pillars of financial planning and essential to your wellbeing. Putting as little as five or ten percent of Read More >>
You’d be forgiven for wondering if your investments are ever going to make any money at the moment. In the last three years, we have witnessed the sharpest fall in equity markets ever seen, followed by the worst conditions for fixed interest assets on record. It’s been one thing after Read More >>
When was the last time you reviewed the plans you’ve made for retirement? Pensions are not a ‘once and done’ thing. Life’s milestones often change the way we view retirement and what we hope to achieve from it. These changes potentially mean adjusting the provisions we have in place. For Read More >>
We have been doing our bit to encourage a youngster with a head for numbers to follow in our footsteps. Work experience student, 15-year-old Edward Flack from New Mills School in the High Peak, visited Belmayne to help him learn more about a career in financial services. Edward spent the Read More >>
Given the precarious state of international affairs, we financial advisers would be fools to try and predict how the markets will react. Yes, we might have opinions on the state of the financial landscape, but trying to work out which asset classes will top the charts is a little like Read More >>
There is a certain type of investor who thinks they can do my job just as well as me. And to be honest, there’s probably not a lot I can say to change their mind. The ease with which we can now access information has opened up the financial markets Read More >>
There is no need to change your retirement plans because of current market volatility. We are urging clients not to concentrate on recent market news, but to review your retirement objectives and focus on making sure your plan is on target. Partner, Jon Stevens, said: “Investing is not about trying Read More >>
2022 has been a bit of a stinker. So much so, ‘permacrisis’ has been crowned word of the year by Collins Dictionary. It’s no surprise, therefore, that clients have been reaching out to us for reassurance that their life savings are not disappearing down an economic black hole. As good Read More >>
The aim of Financial Planning Week is to highlight the benefits of true financial planning, so let’s start by looking at why using a professional adviser can help you achieve your goals. Our sector is a minefield of jargon, misconceptions and myths, but if you are considering investing in your Read More >>
We want to help you build confidence and deal with the challenges that surround financial decisions. With high interest rates and instability still plaguing the markets, I thought I’d take this opportunity to answer the questions we are asked most frequently about the pros and cons of investments. Should I Read More >>
