Business Details
Your Trusted Financial Partner in Swindon
At Bellamy Wealth Management, we believe that your hopes and ambitions for the future are as unique as your fingerprint. This belief drives our approach to providing truly personalised financial planning services that place you at the centre of everything we do. With over two decades of collective experience in wealth management, our team takes the time to understand your financial circumstances and objectives to create tailored solutions that reflect your priorities. We specialise in providing high quality advice on many aspects of wealth management, working closely with you to help you achieve your financial goals. Our commitment to excellence has been recognised through our association with St. James's Place Wealth Management, a company authorised and regulated by the Financial Conduct Authority.We build personal, long-term relationships with our clients, founded on trust and transparency, providing ongoing advice and a first-class service throughout every stage of your financial journey. With a versatile team of experts, we offer comprehensive support for every aspect of your financial life. Our service is as tailored as our advice, with regular reviews to ensure you stay on track to meet your plans and objectives. We never provide 'off the shelf' solutions, choosing instead to focus on understanding your unique circumstances to deliver advice that truly serves your needs. Our clients consistently appreciate our dedication, with many noting that we always go the extra mile to make things easier for them while maintaining the highest standards of professional conduct.
Services
Investment Management
Retirement Planning
Protection Planning
Wealth Management
Financial Planning
Corporate Services
Mortgages
Intergenerational Wealth
Financial Wellbeing
Specialist Banking
Highlights and features
- We offer over 20 years of combined experience in wealth management.
- Our service is as tailored as our advice, with regular reviews.
- We build personal, long-term relationships founded on trust.
- We never provide 'off the shelf' solutions.
- Our team consists of professionals with extensive experience in financial planning.
Associations and certifications
- Financial Conduct Authority
What people say
Extra mile
Personal circumstances
Regular basis
Excellent advice
Trust implicitly
Services
Wealth Management
Our wealth management service provides comprehensive strategies to grow and protect your assets. Tailoring solutions to your unique financial situation, we help manage investments, tax planning, and estate preservation. With regular reviews and a focus on long-term relationships, we ensure your wealth works effectively for both current needs and future aspirations.
Investment Management
Our investment management service creates customized portfolios aligned with your financial goals and risk tolerance. We employ a strategic approach to asset allocation while maintaining flexibility to adapt to market changes. Ongoing monitoring ensures your investments remain optimised to support your long-term financial objectives and evolving life circumstances.
Retirement Planning
Our retirement planning service helps you build a secure financial future by creating personalized strategies for your pension and savings. We assess your current position, desired lifestyle, and potential challenges to develop a tailored roadmap. Regular reviews ensure your plan remains on track and adapts to any changes in your circumstances.
Protection Planning
Our protection planning service safeguards your financial wellbeing against unforeseen events. We assess potential risks and recommend appropriate insurance solutions tailored to your specific needs. This includes life cover, critical illness protection, and income protection plans that provide security for you and your loved ones during challenging times.
Financial Planning
Our holistic financial planning service covers all aspects of your financial life, creating an integrated strategy for your current and future needs. We help establish clear goals, develop actionable plans, and provide ongoing guidance to navigate life's changes. This comprehensive approach ensures all elements of your financial picture work together effectively.
Questions
What makes Bellamy Wealth Management different from other financial advisors?
We provide truly personalized service focused on your unique circumstances rather than 'off the shelf' solutions, with regular reviews to ensure your plan adapts to changing needs.
How does Bellamy Wealth Management approach investment management?
We create customized investment portfolios aligned with your goals and risk tolerance, with ongoing monitoring and adjustments to maintain optimal performance for your financial objectives.
What areas of financial planning do you specialise in?
We specialise in investment management, retirement planning, protection planning, intergenerational wealth management, and overall financial wellbeing tailored to individual client needs.
How are you regulated and what accreditations do you hold?
We operate as an Appointed Representative of St. James's Place Wealth Management, which is authorised and regulated by the Financial Conduct Authority, ensuring compliance with strict professional standards.
What does the financial planning process involve?
Our process begins with understanding your financial circumstances and objectives through detailed discussions, followed by creating tailored strategies and providing ongoing advice through regular reviews.
How can I get started with Bellamy Wealth Management?
Contact us through our website or phone number to arrange an initial consultation where we'll discuss your financial goals and determine how we can create a personalized plan for you.
Reviews (7)
John Hole
Jan 15, 2022
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Always helpful with prompt and professional service. Performance of my investments has always met or exceeded my expectations.
Alan Millard
Dec 08, 2021
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I totally trust Bellamy Wealth Management. Over many years, Jon and his team have given me great advice and led me to a financially sound position. Fully recommended.
Karen Grant
Sep 27, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
It is always a pleasure dealing with Jon; he is prompt, informative and engaging. Thank You Bellamy Wealth Management!
It is always a pleasure dealing with Jon; he is prompt, informative and engaging. Thank You Bellamy Wealth Management!
Andrew Nott
Jun 28, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
I have always received a highly professional and quality service from Jon Bellamy and his team, all delivered in a friendly and timely manner.
I have always received a highly professional and quality service from Jon Bellamy and his team, all delivered in a friendly and timely manner.
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.
Anna Blaser
Apr 15, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Highly recommend Jason Hansford and the team at Bellamy Wealth Management. Jason has been a great help to me and my family.
Highly recommend Jason Hansford and the team at Bellamy Wealth Management. Jason has been a great help to me and my family.
