Bellamy Wealth Management Ltd
Initial consultation free
Restricted
If you’re new to financial advice, we understand that taking the first step can feel daunting. That’s why we take the time to talk with you, to listen carefully, understand your financial situation, and learn what matters most to you.
We can advise you on
Clients
helped
55helped
Minimum
pension value
£150k+pension value
Minimum
wealth
£150k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Kyle Marsh
Financial Consultant
Mr Sagee Abuebid
Financial Consultant
Natalie Onslow
Financial Adviser
Mr Paul Andrews
Financial Consultant
What our clients say
mm
Mr & Mrs B
They make a great effort to get to know you and to know your particular circumstances.
me
Mr Edwards
Never pushy, always really excellent advice. I would recommend Bellamy Wealth Management to any friend of mine because I trust them implicitly and all the information and advice they’ve given has...
mh
Mr H
Jon’s team are very good at making sure they see us on a fairly regular basis and I have to say that’s important because things change, but also its very easy to be lethargic about these things and...
mc
Mr C
Always willing to go that extra mile to make things easier for us and the actions taken on our behalf have left us confident that we have done the right thing.
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
Legal information
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This service is provided by Unbiased Group Services Ltd which is an appointed representative of Prosper Capital LLP (FRN53007) which is authorised and regulated by the Financial Conduct Authority.