{"id":285446,"date":"2026-02-15T15:24:12","date_gmt":"2026-02-15T15:24:12","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/285446\/"},"modified":"2026-02-15T15:24:12","modified_gmt":"2026-02-15T15:24:12","slug":"wrexham-based-financial-planning-firm-expands-office-and-team","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/285446\/","title":{"rendered":"Wrexham-based financial planning firm expands office and team"},"content":{"rendered":"<p>                                <a href=\"https:\/\/wrexham.com\/news\" rel=\"category tag nofollow noopener\" target=\"_blank\">News<\/a> \u2022<br \/>\n                                February 15, 2026 at 5:19 am                            <\/p>\n<p>A fast-growing Wrexham financial planning firm is celebrating another major milestone after moving to larger premises and expanding its team.<\/p>\n<p>Belgrave Wincham has tripled its previous office space and will welcome a new trainee paraplanner to support its expanding client base after relocating within Wrexham Technology Park.<\/p>\n<p>As part of the expansion, Belgrave Wincham also plans to create graduate opportunities in the coming year to continue developing its in-house expertise.<\/p>\n<p>The independent firm \u2013 founded by Tom Foulkes and Craig Roberts who together have over 20 years\u2019 experience in financial services \u2013 supports clients across North Wales, Cheshire, Shropshire and beyond.<\/p>\n<p>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.<\/p>\n<p>Co-founder, Tom Foulkes, from Wrexham, said: \u201cFrom the very beginning, our goal was to create a friendly, independent firm where every client feels genuinely looked after \u2013 never just a number. That\u2019s at the heart of everything we do, and we\u2019re thrilled it\u2019s something our clients recognise and value too.\u201d<\/p>\n<p>Co-founder, Craig Roberts, added: \u201cNone of our growth would have been possible without the trust of our clients and the businesses that we work with locally, and we\u2019re extremely grateful for their support.<\/p>\n<p>\u201cThe new office will enable us to keep growing and we\u2019re delighted to be taking this next step.\u201d<\/p>\n<p>In 2022 the company moved from its original office in Erbistock to Wrexham Technology Park, and was previously listed in the UK\u2019s Top Rated Financial Advisers by VouchedFor, with Tom named as one of the Top 35 Next Generation Advisers by Citywire.<\/p>\n<p>Tom Foulkes (left) and Craig Roberts, co-founders of Belgrave Wincham Independent Financial Planners. Picture: Ginger Pixie Photography.\u00a0<\/p>\n<p>                                Spotted something? Got a story? email us at <a href=\"https:\/\/wrexham.com\/news\/mailto:news@wrexham.com\" rel=\"nofollow noopener\" target=\"_blank\">news@wrexham.com<\/a><\/p>\n<p>                            <a href=\"https:\/\/www.google.com\/preferences\/source?q=wrexham.com\" class=\"google-badge\" target=\"_blank\" rel=\"noopener nofollow\"><\/p>\n<p>                                    <img decoding=\"async\" src=\"https:\/\/www.newsbeep.com\/nz\/wp-content\/uploads\/2026\/02\/google-preferred-source-badge.webp.webp\" alt=\"Google Preferred Source\"\/><\/p>\n<p>Add Wrexham.com as a preferred source on Google to see more of our trusted coverage when you search.<\/p>\n<p>                            <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"News \u2022 February 15, 2026 at 5:19 am A fast-growing Wrexham financial planning firm is celebrating another major&hellip;\n","protected":false},"author":2,"featured_media":285447,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[138,246,111,139,69,244,245],"class_list":["post-285446","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-new-zealand","tag-newzealand","tag-nz","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/285446","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=285446"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/285446\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/285447"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=285446"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=285446"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=285446"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}