Economic Outlook and Market Commentary As we reach the halfway point of 2026, the first half of the year has continued to surprise investors. Geopolitical tensions persist, with limited resolution surrounding Iran, Israel and the US, and restricted shipping through the Strait of Hormuz continuing to weigh on oil and Read More >>
Economic Outlook and Market Commentary There are certain periods where the conviction in our investment philosophy is affirmed even more strongly than usual. This most recent quarter is one. The first three months of 2026 have highlighted the fact that no one can predict what will happen in the markets. Read More >>
A growing number of people in the UK are worried they aren’t saving enough for retirement. Many with good reason. Retirement shortfalls are a real concern, but they don’t have to be inevitable. With the right financial plan, stopping work can be something to look forward to, not fear. Confidence Read More >>
It might be the Christmas party season, but if your finances are feeling tighter than your waistband, perhaps it’s time to take stock. December is the perfect month to carry out a financial review. Whether you are planning for retirement or managing investments, setting clear goals for the new year Read More >>
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 >>
What exactly is a paraplanner I hear you ask? I came to Belmayne from a role outside the financial services industry and I have to say, initially, I didn’t have a clue either! Paraplanning is a relatively new profession and it is ever-changing and adapting. According to Investopedia, it refers Read More >>
I received a call from a friend of my parents recently querying a bond he had seen on the internet. He wanted to invest £50,000 and it appeared to offer a very good income and guarantee of capital. On closer inspection, it looked too good to be true and then Read More >>
It is not uncommon for our financial planning to include advice around inheritance tax. There is a threshold set by the government, above which the levy must be paid at 40% on any assets you own at the time of your death. Recent amendments mean eligible married couples now have Read More >>
Our partner, Jon Stevens, has featured in an excellent piece in weekly industry newspaper, Money Marketing. In the interview, which focuses on the way advisers invest, Jon explains why we outsource our investment management and how it benefits clients. Read the full article at: https://www.moneymarketing.co.uk/profile/we-all-believe-in-and-follow-the-same-process-and-proposition/ If you would like to Read More >>
