Your hopes and ambitions for the future are as unique as your fingerprint. That's why at Bellamy Wealth Management, we offer a truly personalised service that's focused on you. We put you at the centre of everything we do, taking time to talk with you, to listen and to better understand your financial circumstances and objectives.
We'll find out what's important to you and to the people you care about so that we can understand your priorities. We build a personal, long-term relationship with you that is founded on trust, providing you with ongoing advice and a first class service. Our service is as tailored as our advice, with regular reviews to ensure you are on track to meet your plans and objectives.
We'll find out what's important to you and to the people you care about so that we can understand your priorities. We build a personal, long-term relationship with you that is founded on trust, providing you with ongoing advice and a first class service. Our service is as tailored as our advice, with regular reviews to ensure you are on track to meet your plans and objectives.
Services
At Bellamy Wealth Management Limited there are no off-the-shelf solutions as our experience is that every single one of our clients has their own personal concerns, responsibilities and ambitions. The solutions that work for one, simply would not work for another. We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Reviews (9)
John Hole
Jan 15, 2022
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Alan Millard
Dec 08, 2021
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Karen Grant
Sep 27, 2021
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Andrew Nott
Jun 28, 2021
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Dave Whitlock
May 26, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Jason Hansford was extremely helpful, He thoroughly explained everything we needed to know in a language we could understand, he was patient, knowledgeable and not pushy. We now have a clearer understanding of where we are and where we will be financially when we retire, I couldn't recommend him enough 10/10
Jason Hansford was extremely helpful, He thoroughly explained everything we needed to know in a language we could understand, he was patient, knowledgeable and not pushy. We now have a clearer understanding of where we are and where we will be financially when we retire, I couldn't recommend him enough 10/10
Rosemary Dalley
May 18, 2021
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I have been very satisfied with the services of Bellamy Wealth Management since I set up a financial plan with them in 2014.
My Financial Planning Consultant is Luke Thirlwell who is a pleasure to deal with. He is personable, knowledgeable and extremely helpful. Luke keeps my financial affairs for long term saving and retirement under review and we have two meetings a year. He explains things clearly, so it's easy to understand and his advice is invaluable to me.
I would definitely recommend Luke and the team at Bellamy Wealth Management. I feel very safe knowing they are there for me.
My Financial Planning Consultant is Luke Thirlwell who is a pleasure to deal with. He is personable, knowledgeable and extremely helpful. Luke keeps my financial affairs for long term saving and retirement under review and we have two meetings a year. He explains things clearly, so it's easy to understand and his advice is invaluable to me.
I would definitely recommend Luke and the team at Bellamy Wealth Management. I feel very safe knowing they are there for me.
Anna Blaser
Apr 15, 2021
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Mike Harper
Apr 13, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Myself and my wife became clients of the practice working with Jon Bellamy looking at our protection needs together with our retirement and long term savings needs as well. I would recommend anyone to take advantage of sorting out a financial plan for their future with this practice.
Myself and my wife became clients of the practice working with Jon Bellamy looking at our protection needs together with our retirement and long term savings needs as well. I would recommend anyone to take advantage of sorting out a financial plan for their future with this practice.
Mary Cox
Apr 09, 2021
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My husband and I have two meetings with Jason Hansford, he was friendly, knowledgeable and informative. He reviewed our pensions and provided us with advice and really helped us to understand what is important to us and how we can achieve our goals. We will return to Jason in the future and would certainly recommend him to family and friends.
