ABOUT

Our Story

Established in 2017, we have experienced significant growth, helping clients achieve their financial goals over the years. Since 2021, we have remained dedicated to supporting clients in the UK with a greater reach and expertise.

Under FCA direct authorisation and regulation, we are committed to providing comprehensive financial planning and advisory services tailored to the unique needs of our clients. With a strong foundation built on the core values of integrity, excellence, and client-centric service, the aim is to ensure you receive the highest quality of care and trust when working together to help achieve your idea of financial freedom.

Our services encompass investment planning, retirement planning, tax optimisation, estate planning, and more, giving a holistic approach to managing your finances. With a team of personable financial advisers, all aspects of your financial life are integrated into your plan, providing you with peace of mind and a clear path to financial security.

Wills, tax planning and estate planning are not FCA regulated.

FCA Authorised

Million in AUM

Clients

Financial Advisers

Protection Advisers

Our Vision & Mission

Financial confidence begins with clarity and a solid understanding of your situation. Our vision is to foster an environment where individuals can make well-informed decisions, supported by expert advice and long-term strategy.

We are committed to promoting financial understanding as the foundation of lasting success. Through tailored planning, personal service, and a dedication to education, we help clients navigate complexity with confidence and purpose. It’s not just about numbers, it’s about understanding what matters most to you, and helping you make confident decisions to shape a secure future.

Belvedere began offering financial services to clients across the UK, delivering guidance and support tailored to their individual goals.

2021

This period marked a strong foundation, with a growing team and a sharpened focus on client-centred services. During the global pandemic, operations shifted rapidly, embracing digital solutions and advanced technology to ensure uninterrupted support.

2022

Our Specialisms

Legal Professionals

Legal careers often come with demanding workloads, irregular income patterns, and long-term career pathways that evolve quickly. We support lawyers, barristers, partners and in-house counsel with structured financial planning that reflects both the stability and volatility of the profession. From managing partnership drawings and tax obligations to preparing for periods of intense workload or career transition, we help legal professionals build clarity, control, and long-term financial confidence.

SMEs & Entrepreneurs

Entrepreneurs and business owners face a unique blend of personal and professional financial challenges. We work with founders and SMEs throughout the business lifecycle from launch to growth, maturity to exit, helping to optimise cash flow, protect the business, and align personal wealth with long-term ambitions. Whether planning for expansion, managing risk, or preparing for a future sale, we provide strategic financial guidance that supports sustainable growth and personal financial well-being.

Sports, Music & Entertainment

Careers in sport and entertainment are exciting but often unpredictable. Income can fluctuate, career spans can be short, and opportunities can change rapidly. We specialise in supporting athletes, performers, creatives, and industry professionals with flexible, future-focused financial planning. From managing peak earning years to long-term wealth building and lifestyle protection, we help clients take control of their finances so they can focus on their careers with confidence.

Charities & Non-profits

The charitable sector balances purpose, accountability, and financial responsibility. We work with trustees, executives, and organisations to help build financial sustainability and support long-term mission delivery. Our guidance covers governance aligned planning, responsible investment considerations, and efficient use of resources, always grounded in the values and objectives that matter most. We aim to empower charities and non-profits to thrive and make a lasting impact.

Women’s Wealth

Women often experience distinct financial challenges, from career breaks and longevity planning to navigating investment confidence and wealth ownership. Our Women’s Wealth service provides personalised, empathetic, and empowering support designed around real-life priorities. We help women take control of their financial journeys, whether that is building independence, planning for family life, or preparing for retirement with clarity, confidence, and a long-term vision.

Medical Professionals

Medical professionals dedicate their lives to caring for others, often while balancing demanding schedules, complex pay structures, and long-term career commitments. We support doctors, surgeons, consultants, and healthcare practitioners with tailored financial planning that reflects the realities of the profession. From managing irregular hours and career progression to navigating pension considerations and future planning, we help medical professionals build resilience and financial security throughout their careers.

Other Professionals

Many professionals work within high-pressure environments that demand clarity, organisation, and long-term thinking. We provide tailored financial planning for individuals across a range of sectors, including engineering, education, technology, finance, and public service, ensuring their financial strategies evolve alongside their careers. Our aim is to offer clear direction, reduce complexity, and help professionals feel confident and in control of their financial future.

Discover the Belvedere Approach

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