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Monday 8:30am - 6pm Tuesday 8:30am - 6pm Wednesday 8:30am - 6pm Thursday 8:30am - 6pm Friday 8:30am - 6pm

Belgrave Wincham - Independent Financial Planners

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Belgrave Wincham - Independent Financial Planners

Belgrave Wincham are independent financial advisers here to help you reach your financial goals.

Belgrave Wincham Limited is an appointed representative of ValidPath Limited, which is authorised and regulated by the Financial Conduct Authority under FRN 197107. Belgrave Wincham Ltd registered in England and Wales number 12167416.

12/06/2026

We all start the year with good intentions – but life has a habit of getting in the way.

That's why it's worth taking a few minutes this month to have a mid-year financial review and see where things stand.

Let's get started with five things worth checking:

✅ Are you on track with your savings goals?
✅ Have your circumstances changed – job, relationship, family?
✅ Are your protection policies still appropriate?
✅ Do you know what your pension is currently invested in?
✅ Have you used any of your ISA allowance yet?

If you can answer all five with confidence, that's great. If any of them have given you pause for thought, we can help you make sense of where you stand and what to do next.

👉📱https://belgravewincham.co.uk/contact-us/
This post is for information purposes and does not constitute financial advice, which should be based on your individual circumstances.

27/05/2026

One of the biggest advantages of choosing an independent financial adviser is knowing the advice you receive is shaped entirely around your goals.

That means we're free to look across the whole market, compare a wide range of options, and build a plan that fits your circumstances.

This gives you:

✅ More choice
✅ More flexibility
✅ More confidence

To explore how independent financial planning could support your retirement goals, pensions, savings, investments and long-term wealth, send our team a DM 💬 or book an appointment here 🗓️
https://belgravewincham.co.uk/contact-us/
This post is for information purposes and does not constitute financial advice, which should be based on your individual circumstances.

14/05/2026

Estate planning is an important area of personal finance, and one that's close to many of our clients' hearts. 💙

A big part of this is making sure that your wealth passes to the people that you want, in the most tax-efficient way possible.

That means looking at things like whether your pension nominations are up to date, how Inheritance Tax might affect what you leave behind, and whether your family knows your wishes and where everything is kept.

We’re here to help you work through these questions and feel confident everything is in order.

For more information or to arrange a free consultation with one of our friendly independent advisers, send us a DM or book an appointment online -
https://belgravewincham.co.uk/contact-us/
This post is for information purposes and does not constitute financial advice, which should be based on your individual circumstances.

28/04/2026

Did you know that we offer a range of appointments?

From virtual meetings to face-to-face consultations, here are the ways that we can work together:

💻 Online
🏢 At our office
🏡 In the comfort of your home
📞 Over the phone
🌙 Evening appointments

We believe great financial advice should be accessible to everyone – so however you prefer to meet, we’re here to help.

Get in touch today and let's find a time that works for you - https://belgravewincham.co.uk/contact-us/

17/04/2026

One of our clients recently shared their experience of bringing their pensions together with us - thank you so much for your wonderful feedback Ian, it was a pleasure supporting you!
This testimonial reflects an individual client’s experience and does not guarantee future outcomes.

26/03/2026

What’s the one financial question you’ve been avoiding lately?

Perhaps it’s…

• “Am I saving enough?”
• “Is my pension okay?”
• “Should I be investing differently?”
• “Do I need protection for my finances?”

Whatever it is we’re here to help, and if you want a safe space to talk it through get in touch with our friendly team to book a free consultation – https://belgravewincham.co.uk/contact-us/ 🤝
This post is for information purposes and does not constitute financial advice, which should be based on your individual circumstances.

13/03/2026

The end of the tax year is one of the few occasions when timing really matters.

Most allowances reset on 5th April and can’t be carried forward – once the deadline passes they’re gone for good.

A few, like pension contributions and certain gifting exemptions, offer limited carry forward rules, but for many others the opportunity disappears.

Here are some key areas worth reviewing before the tax year ends:

✔️ ISA allowance
Are you making use of what’s available to you this year?

✔️ Pension contributions
Would topping up help you secure extra tax relief – or use up unused allowance from previous years?

✔️ Capital gains allowance
Do you need to realise gains while the allowance is still available?

✔️ Dividend allowance
Are you drawing income in the most tax-efficient way?

✔️ Gifting and estate planning
Could you use your annual allowances to support family and reduce future IHT?

If you’d find it helpful to talk through which of these apply to you, and how best to use them before the deadline, our team is here to support you ☎️🤝 - https://belgravewincham.co.uk/contact-us/
This post is for information purposes and does not constitute financial advice, which should be based on your individual circumstances.

27/02/2026

A big, warm welcome to Lisa! 🌟

Lisa has joined us as a PA and will be working closely with our advisers to keep everything running smoothly – from organising schedules and coordinating client meetings to making sure the team has the support they need to deliver the best possible service.

Her proactive attitude and supportive nature have already shone through, and we’re so glad to have her onboard.

Welcome to the team, Lisa! 💙

11/02/2026

Many people don’t realise they have gaps in their pension planning until they’re close to retirement.

Taking a quick look now, though, can help you spot any shortfalls early and feel more confident about the future.

Here are some areas we help clients think through:

📌 The level of income you’ll need in retirement
📌 Whether your pensions are working as hard as they could be
📌 How changes to your life or job could affect things
📌 What you need to do to stay on track

If you’d like a clearer picture of your pension position, our friendly team is here to help 🤝 - https://belgravewincham.co.uk/contact-us
This post is for information purposes and does not constitute financial advice, which should be based on your individual circumstances.

28/01/2026

Exciting news - we've moved! 🎉🏬

We’re delighted to share that we’ve moved to a new office on Wrexham Technology Park, right next door to our old one.

The larger space will give us the room that we need to continue growing and to support our clients, all while keeping the same great location.

We can’t wait to show you around!
This post is for information purposes and does not constitute financial advice, which should be based on your individual circumstances.

Address

7 Edison Court, Ellice Way
Wrexham
LL137YT

Opening Hours

Monday	8:30am - 6pm
Tuesday	8:30am - 6pm
Wednesday	8:30am - 6pm
Thursday	8:30am - 6pm
Friday	8:30am - 6pm

Website

http://www.belgravewincham.co.uk/

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