BeAdvised Wealth

BeAdvised Wealth Independent Mortgage Advice, Independent Financial Advice, Life Insurance. Independent mortgage advice, Independent Financial Advice.

Pensions, investments, tax planning.

Not the usual office attire for Julien... but when temperatures hit this level, sometimes shorts are the only sensible b...
25/06/2026

Not the usual office attire for Julien... but when temperatures hit this level, sometimes shorts are the only sensible business decision! ☀️

The good news? The work doesn't stop, and neither does the advice.

By complete coincidence, we've just had a brand-new air conditioning system installed, and the timing couldn't have been better. While everyone else is melting, we're staying cool, comfortable, and focused on helping our clients.

Whatever the weather, we're here to keep your finances on track.

How are you staying cool this week?

Last weekend, I was lucky enough to receive one of my favourite Father's Day gifts.My son, Elliot, designed and printed ...
22/06/2026

Last weekend, I was lucky enough to receive one of my favourite Father's Day gifts.

My son, Elliot, designed and printed this brilliant cable cord organiser using his 3D printer from Bambu Lab, and it's already in use on my desk.

As a parent, it's incredibly rewarding to see your children develop new skills, creativity and confidence and even more special when they use those talents to create something for you.

I hope everyone who celebrated Father's Day last weekend had a wonderful time with their loved ones.

You showed up ✅You worked hard ✅You kept going ✅Now take a well-earned break!Congratulations to every student who has re...
17/06/2026

You showed up ✅
You worked hard ✅
You kept going ✅

Now take a well-earned break!

Congratulations to every student who has reached the finish line 👍🏻

One thing I’ve realised over the years is how important it is to have something that clears your head.For me, cycling do...
01/06/2026

One thing I’ve realised over the years is how important it is to have something that clears your head.

For me, cycling does exactly that.

A few hours out on the bike with good company, away from the usual day-to-day noise, and I come back feeling reset both mentally and physically.

Work matters. Goals matter. But so does making time for yourself too.



BeAdvised is a trading name of BeAdvised Ltd. which is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. BeAdvised Ltd. is entered on the FCA register (www.fca.org.uk) under no. 795005.
Registered office: 6 Broome Manor Lane, Swindon, SN3 1LX. Registered in England and Wales Number: 10553617.

You ask, We answer! 5 Signs Your Adviser Puts You First.👉🏻 Is your financial adviser really working for you — or just fo...
18/05/2026

You ask, We answer! 5 Signs Your Adviser Puts You First.

👉🏻 Is your financial adviser really working for you — or just for their adviser fees?

It’s easy to assume a qualified adviser has your best interests at heart. But many people don’t realise they’re being nudged into generic, profit-driven plans. Here’s how to tell if your adviser genuinely has your back.

📌 1 - They explain things clearly — no jargon or glossing over details.

📌 2 - You’re never pressured into products or decisions.

📌 3 - They check in regularly and update your plan.

📌 4 - Advice is personalised — not copy-pasted.

📌 5 - They’re upfront about how they’re paid.

BeAdvised is a trading name of BeAdvised Ltd. which is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. BeAdvised Ltd. is entered on the FCA register (www.fca.org.uk) under no. 795005.

Registered office: 6 Broome Manor Lane, Swindon, SN3 1LX. Registered in England and Wales Number: 10553617.

The value of investments can fall as well as rise and you may not get back the amount originally invested.

Approved by 2Plan Wealth Management Ltd on 09.07.2025

Finance and Wellbeing. 3 Money Moves to Feel More in Control This Month👉🏻 Feeling a bit out of control with your finance...
06/05/2026

Finance and Wellbeing. 3 Money Moves to Feel More in Control This Month

👉🏻 Feeling a bit out of control with your finances? These 3 quick money moves can help you reset—starting today.

You don’t need a massive plan or a financial overhaul to feel more grounded. A few intentional actions can shift your mindset and give you back that sense of control. Try these simple wins.

📌 Set a weekly money check-in – 15 minutes every week to look at spending, goals, and plans.

📌 Rename your bank accounts – Label them with goals like “Holiday Fund” or “Emergency Buffer” to stay focused.

📌Take a 3-day spend pause – Take a short break from non-essentials. It resets habits and helps you spend more intentionally.

BeAdvised is a trading name of BeAdvised Ltd. which is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. BeAdvised Ltd. is entered on the FCA register (www.fca.org.uk) under no. 795005.

Registered office: 6 Broome Manor Lane, Swindon, SN3 1LX. Registered in England and Wales Number: 10553617.

The value of investments can fall as well as rise and you may not get back the amount originally invested.

Approved by 2Plan Wealth Management Ltd on 12.01.2026

With our daughter starting her GCSEs this week, we wanted to wish all students taking their GCSEs, A-Levels or SATs the ...
22/04/2026

With our daughter starting her GCSEs this week, we wanted to wish all students taking their GCSEs, A-Levels or SATs the very best of luck.

This term can feel intense, so remember — focus on the step in front of you, not the whole staircase.

One exam, one day, one step at a time.

Trust yourself. You've got this!

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10 Broome Manor Lane
Swindon
SN31LX

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

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