Belmayne Independent Chartered Financial Planners LLP

Independent Financial Adviser  Belmayne House, Dronfield, Derbyshire, S18 1XJ
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FCA authorised
Last authorised 26th July 2021
Belmayne is a specialist, family-oriented financial planning business established in 2004 that operates from Dronfield, North East Derbyshire.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Small business
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Estate planning
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
MR David Bashforth FPFS
Chartered Financial Planner
MR Martin Birch FPFS MCSI
Chartered Financial Planner
MR Ben Smalley APFS
Chartered Financial Planner
MR Jon Stevens APFS
Chartered Financial Planner
Mrs Cathy Smith
Financial Planner
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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Face to face

Belmayne House, 274 Chesterfield Road, Dronfield, Derbyshire, S18 1XJ

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