To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Member of the Chartered Institute For Securities and Investments
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MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Dip PFS - Personal Finance Society Diploma (PFS)
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To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
ACIB Pre 1996 - Associate of the Chartered Institute of Bankers (LIBF)
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This qualification assessed the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.
What our clients say
“Since my initial thoughts on moving my pension from a blue chip company final salary to a draw down pension option, Martin Birch from Belmayne IFA has expertly, conscientiously and efficiently guided and advised me on every step of the process. My decision could not have been reached without the informed, structured and tailored service provided by Martin. My individual circumstances at the forefront of Martin’s advice provided me with the confidence and reassurance required to make the major step to move to the retirement I envisioned. Sound, ethical, tailored advice. Very lucky to have found such an excellent financial planner.”
Mr Vernon, Derby
“I would wholeheartedly recommend Belmayne’s financial advisors. David Bashforth has looked after my investments for around seven years and is always very polite and professional, taking time to explain everything clearly. He is prompt at returning calls and I have had no hesitation in recommending him to several friends.”
Miss Jowitt, Sheffield
“Belmayne have been superb from start to finish! After taking advice from two large national financial consultants and being surprised at the size of their fee structures and disappointed by their approach, I decided to give Belmayne Chartered Financial Planners a try. I was reassured that all the partners are chartered financial planners and met Jon Stevens, one of four partners within the company. Jon guided me through a very complex pension transfer process, which involved lots of meetings and telephone calls, he was always available to meet or talk and offered expert advice and support at every stage. I have since recommended several friends to Belmayne, all of which have been similarly impressed with the service offered.”
Mr Stevenson, Sheffield
“After becoming increasingly disenchanted with my existing financial planner I decided it was time to seek alternative advice. Spotted Belmayne in the Dronfield Eye and just down the road from me as well. Made an appointment to see Ben and was impressed with his easy going manner and professionalism. After a very thorough analysis of my financial position he came up with a recommended plan. In spite of the choppy financial waters we find ourselves in the investments he advised are performing well and I am pleased that “Captain Smalley” is steering a steady course for me through all the upheaval.
To sum up I regard Ben as a true professional but also a friend as well.”
Mr Meeds, Sheffield
About us
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.
When you need specialist financial advice, quality and experience is key. Our team of friendly advisers has a broad scope of industry knowledge. We value our professionalism and take pride in our chartered status.
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.
Our services
Our aim is to help you feel confident and secure about your financial situation, with a clear plan and the freedom to enjoy life without worry. We focus on the aspects of planning we can control, for example, risk, tax allowances and most importantly, the cost of investing.
To give you peace of mind, we go above and beyond professional requirements. In recognition of this and our commitment to excellence, our regulatory body, the Chartered Insurance Institute, has granted us the use of the title Chartered Financial Planners.
As Chartered Independent Financial Planners, Thomas Heald provides bespoke planning and financial advisory services to individuals and corporate clients.
We are a Chartered firm of Independent Financial advisors. We have been awarded the Pension Transfer Gold Standard by the Chartered Insurance institute. We are actually based in Sheffield, unlike firms that market themselves from other UK locations.
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
As Chartered Independent Financial Planners, Thomas Heald provides clear, transparent and affordable financial advice to individuals and corporate clients.
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