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Independent Financial Advisers
💷Financial Services
🏠Mortgage Services
⌨️Business Services

03/11/2026

Our advisers spend their days meeting clients, so we asked Jonathon Williams DipFA CeMAP what’s coming up most in those conversations right now.

The three topics clients are raising most are:

🏛️ Pensions and inheritance tax, with the changes coming into force next year
📊 Diversification and staying invested through uncertain markets
🎯 A clear withdrawal strategy, so your money lasts as long as your retirement does

In our latest video, find out why getting your retirement strategy right matters and why there’s no one-size-fits-all approach.

If any of these topics are on your mind too, then book a free initial consultation with our team today.

0333 305 6692
[email protected]

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28/10/2026

Chancellor John Healey delivered his first Autumn Budget today. We were listening closely, and here are our key takeaways for retirement, savings and investments:

✅The planned cut to the Cash ISA allowance has been scrapped, so you can still put away up to £20,000 a year tax-free.

✅From April 2027, tax on savings and property income rises by a further two percentage points, taking rates to 24%, 44% and 49%. If you hold savings outside an ISA or earn rental income, this one is worth paying attention to.

✅The government has announced plans to change how the State Pension increases from 2030. It’s a reminder that a strong retirement plan shouldn’t rely on the State Pension alone.

✅The government plans to remove the two-year rule on pension death benefits. Beneficiaries of someone who dies before 75 would no longer be taxed simply because of administrative delays. It’s a welcome change for families.

✅As previously announced, unused pension funds are due to be included in estates for inheritance tax from April 2027.

Our full summary, including an update for business owners, is now on our website.

If the Budget has got you thinking about your own plans, our team is here to help. Book a free initial consultation and we’ll talk you through what it means for you.

0333 305 6692
[email protected]

27/10/2026

The Autumn Budget is tomorrow! 💼

With speculation surrounding potential changes to taxes, pensions, and personal finances, it’s completely natural to have questions about what it all means for you.

Our team will be following the Chancellor’s announcement and putting together a breakdown of the key takeaways to bring you clear, straightforward insights. 🐝

In the meantime, if you'd like to discuss how any changes might affect your long-term plan, we're here to help:

[email protected]
0333 305 6692

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21/10/2026

We sat down with Luis Jackson, Director of Beesure, and Jon Williams DipFA, Independent Financial Adviser at Beesure, to discuss all things financial services.

Today, they share their thoughts on the upcoming Autumn Budget and explain why it pays to stay aware, but not to act on speculation.

If the Autumn Budget has got you thinking about your personal finances, book a free initial consultation with Beesure today.

[email protected]
0333 305 6692

19/10/2026

An estimated 15 million people in the UK are currently under saving for retirement.

According to recent findings from the Pensions Commission's interim report, that figure is projected to rise to 19 million without intervention.

While automatic enrolment has gotten more people saving, many are still facing a shortfall between what they’re putting away and the lifestyle they hope to enjoy in retirement.

Reviewing your provisions doesn't have to be overwhelming. Taking a proactive look at your baseline numbers, expected outgoings, and investment timelines can help you spot potential gaps in advance.

When was the last time you checked if your pension savings are on track for your long-term goals?

Get in touch today for a free initial consultation.
[email protected]

12/10/2026

With the Autumn Budget approaching on Wednesday 28th October, discussion and speculation naturally tend to increase across the media.

Our team will be closely reviewing the Chancellor's statement as it happens. We'll then put together a clear, straightforward write-up breaking down any key policy or tax changes and what they mean for:

- Personal finances and wealth planning
- Retirement planning and pensions
- Business and long-term goals

Look out for our post-budget update later this month.

08/10/2026

Monthly team meeting in full swing! 💼

Taking time each month to review our latest initiatives, align on market insights, and refine our strategies ensures we stay focused on helping you reach your financial goals. Dedicated team effort is what drives clear, transparent, and trusted advice every step of the way. 🐝

Looking to start your own financial planning journey? Get in touch with our team today:

🌐 www.bee-sure.co.uk
📧 [email protected]
📞 0333 305 6692

05/10/2026

We are incredibly proud to announce that Alex O'Neil has achieved Chartered Financial Planner status.

Alex recently completed the AF8 Retirement Income Planning unit and the Advanced Diploma in Financial Planning.

Achieving Chartered status reflects years of dedicated study and a genuine commitment to providing high-quality, ethical advice. For our clients, it means having an even higher level of expertise and specialised knowledge supporting their financial goals.

Please join us in celebrating this fantastic achievement. Well done, Alex!

29/09/2026

We’re delighted to see our very own Jon Williams appear on BBC Radio Wales this evening, sharing his expert insight, following the discussions at Labour Conference, around the future of the State Pension triple lock and retirement planning.

A really important conversation for anyone thinking about their financial future and planning for retirement.

Thank you to BBC Radio Wales for having us and for giving Jon the opportunity to share his expertise on such an important topic. 🎙️

If you’d like to discuss your retirement planning, get in touch with us today.

[email protected]

Jonathon Charles Williams BBC Cymru Wales

29/09/2026

Behind the scenes with the Beesure team today 🎬📸

We’re spending the day filming a new series of videos, bringing you insights on all things financial services, retirement planning, investments and market updates.

We can't wait to share what we've been working on, so stay tuned...

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Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

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Website

http://www.bee-sure.co.uk/

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