About You
We want clients to fulfil their lives
Who are our clients...
It is likely that you are, or have accumulated, wealth through pensions savings, business success or inheritance.
You may have important decisions to make about fulfilling, maintaining and improving your financial wellbeing, both now and in the future.
You might want to retire early or plan an exit from your business. Knowing you've reached financial independence impacts your decisions.
You may just want to achieve a specific goal, grow your wealth or simply make sure your financial situation is in order.
This is how we work best.
People come to us with a whole range of different concerns and ambitions when it comes to their wealth and financial wellbeing. What matters is that we give you the assurance, clarity, and direction that you need so you can achieve them.
We want our clients to fulfill their lives, and we encourage them to have fuller lives. We’ve helped many families, individuals and businesses to achieve their desired outcomes, time and time again. But don’t just take our word for it, take a look at our client stories below to see how we can help.
Client Stories
Your journey starts by contacting us for a free no obligation chat to see if what we offer is right for you.
"Everything Claire said she was going to do, she did within the timeframe, it’s a really high level of service. She asks about my children, knows their names, when they are completing university and when my financial requirements will change. It’s a personalised approach."
Sally Scott
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