We are focused on you. Caring for your needs. You are the focal point of our relationship. We use our expert knowledge and experience, to create fully personalised solutions for you. We deliver quality, independent financial advice that adds true value to your life. Our objective is to help you plan, provide and protect your goals, benefiting you and your loved ones now and in the future.
We offer a free, informative initial consultation to determine if we can help you and outline our service. This can be held at our Dronfield office, or at your home or place of work if it is more convenient. We act for people from all walks of life, who need professional financial advice they can trust.
We offer a free, informative initial consultation to determine if we can help you and outline our service. This can be held at our Dronfield office, or at your home or place of work if it is more convenient. We act for people from all walks of life, who need professional financial advice they can trust.
Services
Our friendly firm is led by four partners with experience and expertise that enhance the wide-ranging advice we offer. They are ably supported by a dedicated team and a small number of trusted external specialists, whose professionalism and efficiency ensure clients receive the highest standards of service.
Belmayne Independent Charted Financial Planners are a small, family oriented business in its' 15th year, operating in Dronfield for the last nine years. We believe that small is beautiful, it allows us to offer the personal service that our existing clients value and enjoy and that is so often lacking in modern society.
Our services can be broadly separated into three categories. In this section, we outline the many ways in which we assist individuals and businesses and act in a professional capacity. When you are seeking advice, quality and experience counts. Our team of advisers has a broad level of industry experience.
Clients are often unsure what to expect when they first come to see us. Here, we outline the process we undertake to ensure you receive the best possible financial advice, tailored to your circumstances and needs. Reliability - we have lots of time for clients and put them in the best possible financial position.
We know this doesn't illustrate the kind of service you'll receive or the positive effect our advice will have on your life, but hopefully, the rest of this website gives you an idea. Including our personalised financial advice, a detailed tailored report and full implementation. We know each client's needs are unique, so we recommend speaking to us directly about our fees and services.
Reviews (10)
Pete Ray
Nov 16, 2020
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I would recommend Belmayne as they treat you as an individual and are highly supportive, easy to talk to and always on hand to answer questions. They provide a clear and upfront explanation of all costs and processes and carry out regular reviews with you to ensure your financial planning remains the best available for you. In dealing with you they are prepared to go that extra mile to help . I fully recommend them.
Andrew Hardwick
Nov 06, 2020
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Positive: Professionalism, Responsiveness, Value
Having never dealt with a financial advisor before we were very apprehensive. We needn't have worried, Cathy was wonderful explaining everything. She has made herself available when needed and is quick to answer any email queries. We would have no hesitation in recommending this firm.
Having never dealt with a financial advisor before we were very apprehensive. We needn't have worried, Cathy was wonderful explaining everything. She has made herself available when needed and is quick to answer any email queries. We would have no hesitation in recommending this firm.
Valerie Allen
Aug 12, 2020
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Cathy has been a joy to work with. We had no idea what we were doing or where to start. Cathy took us by the hand and led us step by step. We knew we were in safe hands. Cathy went through everything, explained it clearly to us and then what would happen next. Cathy kept in touch with us every step of the way. Cathy also kept our spirits up when we thought investigations would not bring the good news we had hoped for. With Cathy leading the way I have been able to retire 6 years early. My hubby and I cannot thank her enough. An absolute pleasure to work with a caring and very knowledgeable person
Carol Taylor
Jun 07, 2020
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These days planning for and making decisions about retirement can be confusing and time consuming . We certainly didn't have the time or expertise. Cathy took the pain away by listening to our future plans & concerns and took full account of our personal circumstances and ideas giving an honest and realistic choice of
how best we could best achieve them. Our experience is a very professional service with friendly and personal touch.
how best we could best achieve them. Our experience is a very professional service with friendly and personal touch.
Martin Cooper
May 19, 2020
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I can whole heartedly recommend this service provider and especially Cathy as a professional financial advisor.
I have found the way in which she takes you through the various steps and explains things that to a layperson are total gibberish, to be both clear and concise.
I thoroughly recommend her and Belmayne to any individuals who have a need for this type of financial support and service provision.
I have found the way in which she takes you through the various steps and explains things that to a layperson are total gibberish, to be both clear and concise.
I thoroughly recommend her and Belmayne to any individuals who have a need for this type of financial support and service provision.
Sandra Stephens
Nov 03, 2019
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Nicole Squires
Oct 17, 2019
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As well as taking charge of my financial situation I also had a couple of work pension plans, from past jobs, and was unsure of what to do with them. My advisor from Belmayne was Ben and he went through my situation and what the best options were for my pensions. He was very professional and explained everything in a way that was very easy to understand. Highly recommend Belmayne and especially Ben Smalley!
Bob Westerdale
Sep 12, 2019
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If you are entrusting your savings with anyone, you must have the utmost confidence in those you are dealing with. I had the feeling, right from the off, that our investments were in good hands. Very friendly, very professional. Ten out of ten for customer service. I would happily recommend Belmayne in general and Ben Smalley in particular.
Les Williams
Jul 21, 2019
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Keith Whatlin
Jun 20, 2019
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My wife and I been with Belmayne for several years now, on the recommendation of a friend. I have always received a first-class service, along with friendly, helpful advice from people I know I can trust. My advisor is happy to meet at any convenient time, and is always a phone call away; calls are always returned promptly. I'd have absolutely no hesitation recommending them to anyone considering searching for independent financial advice!
