BeAdvised Wealth

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

Pensions, investments, tax planning.

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!

09/03/2026

Back to Basics 👉 Putting all your eggs in your business is risky and often not tax-efficient. Plus, you may not sell it for as much as you think.

Why this matters:
📌 Many business owners make a business plan, but forget a personal wealth plan.
📌 That often leaves all their wealth tied up in the company — a high-risk strategy.

Relying solely on your business can backfire - most sales don’t fetch as much as owners expect.

Holding surplus cash in the business leads to corporation tax; there are more efficient ways to grow wealth.

Life doesn’t always go to plan - illness, burnout, or sudden change can force early retirement.

Diversifying into pensions, ISAs, and investments spreads your risk and can bring tax advantages.

Your business should fuel your personal wealth plan — not be the whole plan.

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

Please note that the FCA do not regulate tax planning.

A pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Approved by 2Plan Wealth Management Ltd on 29.07.2025

Finance and the Next Generation 👉 After working with Year 10 students at , a few common themes came up and none of them ...
03/03/2026

Finance and the Next Generation 👉 After working with Year 10 students at , a few common themes came up and none of them were about “not caring” or “not listening”.

Most students struggle with:

⭐ Understanding where money actually goes once it’s spent
⭐ Separating needs from wants in a world of constant temptation
⭐ Planning ahead rather than reacting in the moment
⭐ Knowing how early decisions can affect future choices
⭐ Feeling confident asking questions about money

None of this is surprising. Money isn’t something most young people are taught to talk about openly.

When we normalise these conversations and keep the language simple, students engage and their confidence grows quickly.

The interest is there. They just need guidance, not judgement.

👉 And that’s where early financial education makes such a difference.

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.

Thank you to a wonderful client for this beautiful hamper from . It’s moments like this that remind us how meaningful ou...
02/03/2026

Thank you to a wonderful client for this beautiful hamper from . It’s moments like this that remind us how meaningful our work is and how lucky we are to support the people we work with. Truly appreciated, but never expected.

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.

09/02/2026

BeAdvised Wealth👉 Who is BeAdvised Wealth?

⭐I’m Julien Barber, an independent financial adviser and the founder of BeAdvised Wealth. I’ve spent years helping business owners take control of their finances, build wealth, and plan for the future—without the stress or confusion that finance often brings.

📌Who I Help: Limited company owners and professionals who want to make smarter financial decisions—whether that’s through pensions, investments, tax efficiency, or long-term planning.

📌My Approach: No jargon. No confusing industry talk. Just straightforward, practical advice that fits your business and lifestyle.

📌Why I Do It: Time and time again, I hear successful professionals say, “I wish I’d started planning sooner.” “Why am I paying so much tax?” “Is there a more efficient way to get money out of my business” to name but a few. My goal is to help you make informed financial choices today so you can enjoy freedom and security in the future.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

A pension is a long-term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

The Financial Conduct Authority does not regulate taxation.

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.

Approved by 2Plan Wealth Management Ltd on 02.04.2025

Finance and the Next Generation 👉 Top 5 Questions Students Asked One of the best parts of working with Year 10 students ...
02/02/2026

Finance and the Next Generation 👉 Top 5 Questions Students Asked

One of the best parts of working with Year 10 students is the questions they ask.
They’re curious, practical, and far more aware than they’re often given credit for.

Here were five questions that really stood out:

1 - How much money should I actually be saving at my age?

2 - What happens if I’m bad with money?

3 - What's your best advice for managing money when I'm older?

4 - How do I avoid getting into debt when I start earning?

5 - Why don’t schools talk more about this?

What struck me most wasn’t just the questions themselves, but the confidence students gained once they realised there are simple, sensible ways to approach money.

These conversations matter.

And the earlier they start, the bigger the impact.

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.

Storm Chandra is causing a bit of disruption today … meanwhile, Ollie’s found the perfect way to cope. Lucky his appoin...
27/01/2026

Storm Chandra is causing a bit of disruption today … meanwhile, Ollie’s found the perfect way to cope. Lucky his appointment isn’t for a couple of weeks! 🥶

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.

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10 Broome Manor Lane
Swindon
SN31LX

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Thursday 8am - 6pm
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