Financial planning to meet your financial goals
Belmore FP are financial planning and investment advisors who can work with you to help minimise risk, costs and taxes and give you the best chance of achieving your financial goals.
Our beliefs
You’ve worked hard for your money and you want your money to work hard for you. But how do you do this? Belmore FP uses an evidence approach based on decades of research.
We use asset-class investing which has consistently proven to be more superior and effective than active management over the longer term and mix globally diversified asset classes to reduce volatility and increase returns.
Our use of cash flow modelling enables us to help you make sound decisions. We pursue a proven investment strategy to deliver over the long-term and help to secure your financial wellbeing.
Our values
- Experienced
- Integrity
- Knowledgable
- Reliable
- Respectful
Belmore are approachable, family-orientated, trustworthy, professional Financial Planners who have organically grown through our existing clients. It's all about planning for our clients now and in the future.
We are an independent business that cares about our clients. Our team approach means there is always someone on the end of the phone to help.
We are professionally qualified with over 50 years of industry experience, with the expertise to provide a service tailored exactly to your needs.
We'll guide you through every stage of the financial process and we're not afraid to challenge your assumptions when we need to.
Your journey starts by contacting us for a free no obligation chat to see if what we offer is right for you.
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"Once someone has moved to Belmore, they generally stay. Belmore gives good down-to-earth advice. The funds you invest in are totally separate. They don’t charge the earth, and all fees are transparent."
Mike Dickens
"When I was approaching my pension age and needed to consult a financial advisor, Jonathan Mapp and Belmore Financial Planning were recommended by mutual friends. Without exception everyone I have had contact with has been very helpful and professional. On their recommendation I have moved my main pension to reduce the administrative costs and consolidated several smaller pensions into one pot to maximise the potential returns on my investment.
They looked after the whole process very efficiently and I continue to be extremely pleased with the way my account is managed. I would have no hesitation in recommending their services."
Joe Hankin
Belmore Financial Planning is a Limited Company. Company Registration number: 13056177. Registered Office: 15 Bridge Road, Wellington, Telford, Shropshire, TF1 1EB
Belmore Financial Planning Ltd. is authorised and regulated by the Financial Conduct Authority (No. 941420). Further details can be found on the FCA website: https://register.fca.org.uk.
Full details of the Financial Ombudsman Service can be found on their website:
https://www.financial-ombudsman.org.uk