Response rating
7.0/10
FCA verified
20th November 2017

Belmont Associates Ltd

Independent Financial Adviser 9 Church Lane, Brafield-On-The-Green, Northampton, Northants, Northamptonshire, NN7 1BA
First meeting at adviser's own cost
Let us help you achieve your financial plans, just ring or email for a no obligation initial meeting.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
John Kentigern-Fox
Director
Accreditations
Certified Financial Planner
Where to find us
About us

Our services include advice on Investments, Inheritance tax planning, School Fees Planning, Pensions & retirement planning. Wealth Preservation including estate and succession planning & trusts, advice on life assurance and long term care. Our clients have access to the widest range of products available and are kept at the forefront of legislative developments based on up to date research undertaken by ourselves and third party research from companies such as Morning Star OBSR, Defaqto.

Our services

Helping our clients through the maze of financial planning options to enable them to make informed choices as to which course of planning is most suited to their needs and objectives.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Compliance

Belmont Associates Ltd is Authorised and regulated by the Financial Conduct Authority

Similar advisers near you

Independent Financial Adviser 2.44 mi
Award Winning Independent Chartered Financial Planners providing our valued clients with holistic professional expertise coupled with a distinctive investment strategy.
 
Financial Adviser (Restricted Whole of Market) 2.83 mi
Your personal wealth. Our personal responsibility.
 
Independent Financial Adviser 3.56 mi
 
 
Independent Financial Adviser 3.74 mi
We are independent Chartered Financial Planners who look beyond the obvious to deliver first class service and results for clients