Reviews of Bellamy Wealth Management Ltd. (Financial Consultant) in Swindon (Wiltshire).
Bellamy Wealth Management Ltd
Coped Hall Business Park, Bellamy Wealth Management 4, Royal Wootton Bassett SN4 8DP, United Kingdom
Description
Information of Bellamy Wealth Management Ltd, Financial Consultant in Swindon (Wiltshire)
On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.
This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.
Map
Open hours of Bellamy Wealth Management Ltd
Sunday
Closed
Monday
9 am–5 pm
Tuesday
9 am–5 pm
Wednesday
9 am–5 pm
Thursday
9 am–5 pm
Friday
9 am–4:30 pm
Saturday
Closed
Reviews of Bellamy Wealth Management Ltd
D. M.It began with me not knowing what to do with the lump sum from my State Pension which I had deferred for a number of years. I had no plan in place regarding how to manage my limited finances in retirement. I was recommended by a friend to meet Jon Bellamy. From our very first meeting he could not have been more helpful and understanding of my particular needs. I'm immensely grateful for the clear advice that he gave me at the outset and continues to give me year on year. I now feel secure in the knowledge that I'm in good shape for the foreseeable future.
s. s. s.Sid was very helpful and provided important information on how important it is to think about future and pension. With his knowledge that he gave me, i decided to put money towards pension through work and investment through their company. He answered all the questions I asked effectively and explained in detail exactly what we needed to do at each stage of the process. He was very polite, approachable and confident in his service. Would highly recommend him.
A. C.I was put in touch with Jason Hansford to see if he could provide any help to me regarding transferring my final salary pension to enable me to draw on it early without any penalty due to early retirement. Both he and his colleague, Ian Finn, completed a very thorough financial analysis of my situation and were able to help me with my request. I am now happily drawing a pension, as desired, thanks to their very professional advice and assistance and I wouldn't hesitate to recommend them to friends or ex-colleagues, which I have in fact already done, for similar help and advice.
S. T.I’ve always wanted to invest but never knew what to invest in, I booked a free appointment with Sid to gain knowledge about investing and all my questions were answered perfectly, he explored and asked questions about me and my life ambitions to have a greater understanding of my needs and found the perfect investment plan specifically suited to me and my goals. Sid is an absolute legend, friendly and a great asset to the business. I have full confidence in my investment and will be investing with this company for life all because of Sid. Sid is the man you want! 10/10 would definitely recommend!!!
J. P.My father got me in touch with Luke Thirlwell after Luke had taken care of his investments. Having then dealt with Luke directly, he's been great, giving clear and understandable information and suggestions, helping sort out pensions and life insurance and so on. He listened to the questions and extra details that cropped up along the way and was always open and clear about the possibilities they presented. He followed up with accurate and comprehensive reviews of any discussions. My requirements may have been relatively simple, but I've always felt that Luke gives them the same level of attention and detail as any others', and has always done so in a very personable way. Having had relatively little complexity in my "financial life", I'd be far more confident to branch out in the future knowing Luke was there to help.
J. T.Sid was incredibly helpful guiding me through the steps of getting a mortgage. As I don’t have anyone close who has gone through the process, I really appreciated how he was able to break it down into understandable steps. He was friendly and kept things simple, would recommend working with him and his team to anyone looking into buying a home for the first time.
L. S.Paul has always been polite, knowledgeable and helpful in all of our meetings so far. He's helped me to set up an investment and retirement account and he's taken the time to explain exactly where my money is going in detail. As a young person with minimal investing experience, I appreciate knowing the ins and outs of my wealth account and I have never felt taken advantage of.
Z. P.Jon and Louise have provided expert support on a range of financial matters, clearly presenting options, concisely answering questions and giving us confidence in decisions made. As parents, the future financial stability of our young children is a top priority for both my husband and I - Bellamy Wealth have helped us create the security that gives us peace of mind and plan ahead for the future in a way that gives us real confidence. Highly recommend.
A. C.Luke is professional with an engaging manner. He carefully listens and asks questions to gain a full understanding of an individual's requirements. Advice is discussed and supporting analysis provided.
Luke is an excellent communicator, with an approachable, non- pressured manner.
My plans have significantly changed during the last year, Luke has met all of the challenges, and provided clear options.
He is successfully managing the requirements of three generations within my family, and all find him a pleasure to deal with.
C.Sid was very helpful. He sat and listened to me and helped me figure out what I needed to do with regards to mortgages. He also discussed career, life plans with me. He was knowledgeable and friendly and I would recommend him
B. T.Dear Sid,
Thank you for all the help and guidance to find the best mortgage deals. One of the best mortgage advisor I spoke to and was able to answer all the questions & doubt I had. I would happily recommend everyone I know to contact you for all the financial guidance. Thank you for your best service.
P. M.With several years before I would like to retire, and with several different employer pensions, I was not sure how "healthy" my retirement investments were. Luke came to see me, and after explaining how BWM work then done a review of my investments. He also demonstrated how both would model out of the coming years. Whilst helping to reduce my risk but still achieving the results I needed I asked Luke to consolidate my pensions. One thing that I really did appreciate was Luke's time to help simplify financial speak to help me understand. I have also implemented some suggestions Luke made, again to give me a better quality of life in my retirement. Because of the global challenges, as well as the financial ones, my pension has been in negative growth since consolidating, but Luke has kept in touch to reassure that I should not worry, and I have seen my investments grow back up to net-neutral.
Would strongly recommend spending an hour with Luke or the team and let them do you a review of your investments.
Y. R.Sid was brilliant in giving me the right financial advice for my future. Transparent, professional. I appreciate the meeting and I look forward to this partnership. See you next year for my annual financial check up.
B. W.Thank you to Sagee for organising my first pension, very quick and efficient. Made my experience of starting a pension very easy. I had little to no knowledge of how this works and he explained it step by step which made me feel confident to invest with Bellamy Wealth Management. 🤝
K. G. (.Sid recently helped me with my life insurance policy, he was very professional and answered all my questions before I signed up for the policy. Sid is extremely helpful and very approachable. I would highly recommend his services, thanks Sid.
J. T.Sagee has been my Finacial advisor for the last 6 months and I couldn’t give him enough credit. He has kept me up to date with everything going on within my pension and is always helping me with ideas to make my financial position improve, I couldn’t recommend him highly enough.
j. j.I have found Mark Beverley and Ian Finn of Bellamy Wealth Management to be at all times highly professional, contactable and confidence inspiring. My investments have been very competently managed over the past five years and I would recommend them without reservation for their flexibility and sound counsel.
C. W.Dealt with Sid for a remortgage. He helped look at different options and was patient in talking me through the choices and implications. He has been prompt, very thorough and helpful throughout - would definitely recommend!
A. T.To quote a friend, everyone should have a Luke Thirlwell; for peace of mind when it comes to all things of a financial planning nature. Simply put, why wouldn't you? And, can you afford not to? We wouldn't be without him. He's been with us through what has undoubtedly been one of the most stressful periods of our lives and has been our rock. We could not recommend Bellamy Wealth Management, and Luke specifically, highly enough.
M. T.Sid,
Thank you for providing the great advice and also for finding the best mortgage deal. I happily recommend all my friends and family for your service. 👍
D. S.I asked Jason to visit as I was a little worried about how my retirement would look financially (in the next couple of years) and to give me an idea of perhaps when I could afford to retire. Jason carried out a thorough factfind to examine my current spending compared to what I might spend in retirement. He also looked at other assets I held and how they might help my retirement. With Jason’s help, we located all of the various pension funds I had built up during my working like and he assisted me in obtaining the current values of these funds.
Jason explained all of the options available to take your pension including the state pension and using his Bellamy Wealth Management software was able to show me visually what my retirement might look like.
I found Jason very professional and he was able to answer all the questions I put to him. I would highly recommend him, he is meticulously thorough, explained everything and was not pushy or pressuring. I am now looking forward to my retirement and know Jason is only a phone call away if I need any advice with my investment at Bellamy Wealth Management.
K. T.I was put in touch with Paul Beaumont to advise on future financial planning having neglected it for so long. Paul was very professional and thorough taking the time to advise on various options and using easy to understand language. There was no sales talk and I felt both comfortable and confident that the company was vested in my interests. I wouldn’t hesitate to recommend Paul and the team and in fact have done so!
S. G.Genuine, professional and trustworthy company.
Commendable of Sid and Jason in their own field speciality and highly recommend.
R. P.Following a recent change in employment circumstances, I had a discussion with Jason Hansford about whether I could potentially afford to retire early and if financially my investments and SIPP would be sufficient for me to survive. Jason had sufficient financial information about me including my assets and expenditure habits to fully assess my situation. He was very thorough and professional and explained several options which I hadn't even considered before, particularly a more tax efficient approach. He used his firm's software to show me how long potentially my investments and SIPP could last, which really surprised me - even with a conservative approach.
He also demonstrated that I could take more of an income that I had expected.
I was unclear as to whether I could potentially retire early or combine with part time work, but after speaking to Jason he has given me the confidence to show it was feasible.
Nothing was too much trouble, I would thoroughly recommend using Bellamy Wealth Management
A. j.Sid was very helpful with providing our mortgage advice. He answered all the questions we asked effectively and explained in detail exactly what we needed to do at each stage of the process. Very polite and approachable. Would highly recommend!
C. E.Sagee was very patient with me and helped me understand the importance of a pension! Any question I had he answered fully and never made me feel silly for asking it as I zero knowledge about the financial world!! I would highly recommend Sagee, he made me feel comfortable and his professionalism was great😊.
k. g.I had a meeting with Sid. We were discussing about my mortgage and retirement investment. Sid had explained me throughly and understood all. He was very helpful. Meeting was great and hoping to see him again in near future. Thank you Sid.
H. G.Sagee helped me at choosing a better investment plan for my savings. He was great at explaining the different portfolios and informing me of my options. I would recommend him to anyone!
J. A.Sagee was very helpful, made me comfortable and gave me the right advice.
Im self employed and didn’t know how to go about a pension. Sagee made me feel comfortable to ask any questions. He helped me set up my pension and explained it to me without it making me feel to overwhelmed.
l. c.Jason Hansford was incredibly helpful and took the time to not just discuss the figures regarding my pension, but also discuss what my future plans might look like. This is something that I hadn't really considered until now, but is very important.
He explained everything to help me understand my options and helped me make a decision regarding one of my pension funds.
He followed up quickly with a concise review of what we had discussed and offered guidance as and when I should need it.
I have already recommended him and will not hesitate to contact him for further advice.
L. K.I’ve had my pension with Bellamy Wealth now for a number of years - I do like the regular updates as well as the annual review - made to feel like you’re a person with some decent personal care. Luke listens, advises and actions.
P. G.Its was great taking with Sid sir. Received all the information that I was needed. Definitely I will recommend him to my friends, family and relatives.
S. T.Jon has managed our investment portfolio since 2009. We have always appreciated his visits to us to discuss our requirements and are more than pleased with the growth of our funds. Since the death of my husband late last year I will be more dependent on Jon and his team’s advice. Would definitely recommend.
L. A.Sagee the adviser really made the whole process really easy and really took the time to help me understand everything. I wanted to contribute to an ISA to make my savings work harder for me. Highly recommend
J. E.Review for sagee. Sagee sorted out our life cover after a previous company gave us terrible service and never responded. He made the process really easy and was always really responsive with our questions
M. W.In one word, a great firm! Sagee my advisor is superb and would recommend him highly
M. B.Very kind and Very satisfied with the good work sid has put in! Definitely recommend. Gave a very good deal on mortgages.
R. D.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.
M. C.My husband and I have two meetings with Jason Hansford, he was friendly, knowledgeable and informative. He reviewed our pensions and provided us with advice and really helped us to understand what is important to us and how we can achieve our goals. We will return to Jason in the future and would certainly recommend him to family and friends.
M. H.I’m currently self employed and discussed areas of my financial planning with Sagee. In the first instance we settled on income protection, as I’m currently not covered at all. Sagee sorted my income protection for me and got it all set up so I don’t have to worry. Sagee really took the time to explain everything to me so I understood the whole process start to finish!
Cannot recommended Sagee and Bellamy Wealth Management enough!
S. T.It was very worthy taking with SID . I am really satisfied with his performance. I really like to do more business with him in future 😊
Y.I have been looking to apply for a Mortgage, thankfully I met Sid who was advertising just what I was looking for on Gurkha Cup 2022.
Sid did a brilliant job by listening to my circumstances and providing me with useful information and guiding me to the right direction.
L. M.Sagee made it easy for me to sort my pension that I had been meaning to do for a few years. Straightforward to set up and would highly recommend
J. E.Sid help me and my partner massively when it came to explaining the basics for first time buyers. Would recommend highly for anyone looking to understand the mortgage process.
P. A.Been with Bellamy wealth about 6 mouth and all ready I have seen paul Andrews many times to discuss my finances which is some thing i never had this with my previous adviser. If i have an issue, Paul will always help me out and visit if necessary -Paul Challis
O. C.Excellent service and can highly recommend. Provides updates and easy to work with. We will definitely be using again in the future.
A. M.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.
M. H.Myself and my wife became clients of the practice working with Jon Bellamy looking at our protection needs together with our retirement and long term savings needs as well. I would recommend anyone to take advantage of sorting out a financial plan for their future with this practice.
D. W.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
W. G.Paul has given us sound financial advice and has gone the extra mile by sorting out our investments. A good all round reliable guy.
K. G.Thank you Sid Gauchan for such a professional service helping with my pension planning for the future. Highly efficient and will recommend to all I know!
D. K.Great knowledge of finance /pensions/investments. Would Highly recommend.
K. G.It is always a pleasure dealing with Jon; he is prompt, informative and engaging. Thank You Bellamy Wealth Management!
A. B.Highly recommend Jason Hansford and the team at Bellamy Wealth Management. Jason has been a great help to me and my family.
J. H.Always helpful with prompt and professional service. Performance of my investments has always met or exceeded my expectations.
K. T.Sid is very friendly and gave out great advice to me and husband.
A. N.I have always received a highly professional and quality service from Jon Bellamy and his team, all delivered in a friendly and timely manner.
B. T. U.Very professional and approachable advisor. Fully recommend their services.
A. J.
A. J.Contact
Photos
