A fast-growing Wrexham financial planning firm is celebrating another major milestone after moving to larger premises and expanding its team.
The move sees Belgrave Wincham triple its previous office space and welcome a new trainee paraplanner to support its expanding client base after relocating within Wrexham Technology Park.
As part of the expansion, Belgrave Wincham also plans to create graduate opportunities in the coming year to continue developing its in-house expertise.
The independent firm – founded by Tom Foulkes and Craig Roberts who together have over 20 years’ experience in financial services – supports clients across North Wales, Cheshire, Shropshire and beyond.
Its services span all aspects of financial advice, including retirement planning, pensions, savings, investments, wealth management, inheritance tax, estate planning and personal and business protection.
Co-founder Tom Foulkes, from Wrexham, said:
“From the very beginning, our goal was to create a friendly, independent firm where every client feels genuinely looked after – never just a number. That’s at the heart of everything we do, and we’re thrilled it’s something our clients recognise and value too.”
Co-founder Craig Roberts added:
“None of our growth would have been possible without the trust of our clients and the businesses that we work with locally, and we’re extremely grateful for their support. The new office will enable us to keep growing and we’re delighted to be taking this next step.”
In 2022 the company moved from its original office in Erbistock to Wrexham Technology Park, and was previously listed in the UK’s Top Rated Financial Advisers by VouchedFor, with Tom named as one of the Top 35 Next Generation Advisers by Citywire.
