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 >>

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 >>

Cathy Smith with Melanie Shaw

Belmayne Planner Retires To Practise What She’s Preached

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 >>

Portfolio and Market Review: 2nd Quarter 2026

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 >>

Can Doing Less Really Earn You More?

Games. Online or good old fashion board games. Whatever your predilection, you might be forgiven for thinking they are simply an escape from reality. But, could these interactive, imaginary worlds actually be training a generation of smart decision makers to improve their investment success? We’re advocates of passive investing, a Read More >>

Start New Year With New Financial Goals

The new year is typically a time for new starts. Resolving to get fit, cut back on the booze and attempt a better work/life balance are all predictable ways to improve our health. But what about your financial wellbeing? January is the perfect month to review your finances, set new Read More >>

Pension Gone Without a Trace? Not On Our Watch!

It is estimated up to one in 20 people may have lost track of a pension that could provide a vital boost to their retirement. Could you be one of them? October 26 is National Pension Tracing Day and we want to use this opportunity to highlight the tools available 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.