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 >>
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 average between nine and 12 jobs during our working life in the UK, a figure that is expected to rise due to higher mobility among the young. As a result, it is common to build up several pension pots. Whilst this is perfectly normal, too many small pensions can Read More >>
When you think about retirement, what do you see yourself doing? Watching the sun set from the deck of a cruise ship, having fun with family and friends, playing with grandkids? All of the above? With good fortune on the health front, there’s no reason why you shouldn’t have years Read More >>
Financial peace of mind isn’t achieved by simply earning lots of money. It can only be reached by being secure and confident in your day-to-day finances. So, what would achieving financial wellbeing really mean for you? Read on to find out why it matters and learn more about the 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 >>
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 >>
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 savers and investors to reassess their retirement plans in light of last week’s budget. Our financial planners are recommending clients undertake a full review of their long-term financial plan to identify where current investments will generate more taxable income. Belmayne partner, Ben Smalley, said: “After months of Read More >>
The autumn budget introduced some of the most significant changes to personal finance in more than a decade. For each and every one of us, the impact is real – more tax on income, savings and investments and less flexibility on cash savings. To help you minimise the disruption to Read More >>
