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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.

16/07/2026

Summer can often be a time when life moves forward in big ways, like weddings, house moves, new arrivals or new jobs.

And with every big milestone comes a question worth asking: am I properly protected?

Life insurance, critical illness cover, and income protection aren't always front of mind, but they're among the most important decisions you can make for the people who matter most to you.

That’s why we search the whole market on your behalf to find the right cover at the right price.

To find out more call our team on 01978 806505 or visit www.belgravewincham.co.uk/consultation
This post is for information purposes and does not constitute financial advice, which should be based on your individual circumstances. Protection policies are subject to eligibility, exclusions, and policy terms apply.

25/06/2026

Thank you for sharing your experience with us, Ella. It’s a privilege to support you and your kind words mean so much! 💙

“Tom explained everything in great depth and gave the best advice for a pension. Would highly recommend their services for anyone needing to sort their finances out.”

Ella - Crewe
This testimonial reflects an individual client’s experience and does not guarantee future outcomes.

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.

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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