Bellamy Wealth Management Ltd

★★★★★

I would highly recommend my pensions adviser, Kirsty Mathis. Kirsty has been extremely helpful, professional and

Sophie Smith32 · 7 days ago

★★★★★

Extremely pleased with the service Kirsty Mathis has provided us with. She helped us with setting up a new ISA. Kirsty

Sharon Smith · 2 weeks ago

★★★★★

Mark has been helping me for about 4 years now, after I had two personal recommendations for him. He is very

Matt Bass · 3 weeks ago

★★★★★

So knowledgeable and so responsive. I feel very lucky to have such great advice.

Christine Fordham · 3 weeks ago

★★★★★

I enjoy dealing with Bellamy Wealth Management because our meetings are relaxed and I feel I'm given all the time I need to ask the questions I want and receive advice on the areas that I'm interested in. The advice has always seemed sound and I am happy with the results..

Tim Eyres · 3 weeks ago

★★★★★

I have been dealing with Mark Beverley for many years now and my experience of Bellamy Wealth Management has been

Ivan Hearn · 4 weeks ago

★★★★★

Mark Beverley has been my Financial Consultant for over five years. In that time he has been very personable, enthusiastic, informative and extremely thorough. Mark's attention to detail is exceptional and he always ensures that all the financial information is covered in our annual reviews. He is also very responsive to any questions I may have and willing to deal with any queries by phone. I am very happy with the service he provides.

Corinne Strickett · 6 weeks ago

★★★★★

Absolute brillant told them what i wanted and was sorted in a few days.

JOHN SMITH · 6 weeks ago

★★★★★

I’ve had a really great experience with Bellamy Wealth Management, particularly with Kirsty, who has been advising me for my investments and financial planning. Her advice has been very clear and she is obviously very knowledgable in her area. She’s been very approachable for questions and makes sure everything has been understood before proceeding. I would definitely recommend Bellamy Wealth Management to anyone looking for financial advice based on my own experiences.

Will Smith · 7 weeks ago

★★★★★

My financial advisor at Bellamy Wealth Management, Mark Beverley, has been advising me for over 20 years. His advice has been invaluable throughout, both whilst I was working, planning retirement and now as I am retired. He has always understood my financial aims and attitude to risk and talks me through options in a very clear way. I trust him to look after my interests, so much so that my daughter is now also a client of Mark's.

Lorna Pearce · 7 weeks ago

★★★★★

Everything explained and felt at ease with Paul

Michelle Weller · 11 weeks ago

★★★★★

Thank you Mark Beverley from Bellamy Wealth Management for all the work you have done for our family over the years. Always been very honest and transparent with investments. Highly recommended

ashley hannam · 15 weeks ago

★★★★★

I saw Paul Andrews for some financial advice . He was very helpful and gave great advice . I would recommend him.

Heather Reed · 15 weeks ago

★★★★★

Mark Beverley has looked after our family investments since 2002. When he moved companies we followed him as he has always given us excellent professional advice - and he has our greatest respect. Working for Bellamy WM Mark now also advises both our professional daughters. Long may it continue.

Robert Ward · 17 weeks ago

★★★★★

Bella Clark provides an excellent service for us. We feel very well supported by her in making sound financial decisions. She's also a very lovely person and it's always nice to see her to catch up and have a chat!

Thomas Cole · 17 weeks ago

★★★★★

Paul was very helpful and patient. There was no pushy salesmanship, just useful advise and he made it easy for me to understand my options.

Diane Charlesworth-Herbert · 20 weeks ago

★★★★★

Mark Beverley,, a Senior Financial Consultant with Bellamy Wealth Management, has been managing the investments of my wife and I for many years. We followed Mark with our funds when he moved to join Bellamy a few years ago.

Eric Race · 21 weeks ago

★★★★★

I have worked with Mark Beverley for 18 years, across the various companies he has worked for, and currently Bellamy Wealth Management. Mark has always taken the time to understand my personal circumstances and long term goals, advising accordingly and offering a calm, considered and consistent approach to financial planning. As well as being professional and well-informed Mark is very personable and friendly which makes our reviews very much like catching up with an old friend. I look forward to continuing to work with Mark in the years ahead.

Simon · 22 weeks ago

★★★★★

Kirsty was extremely friendly, professional and went above and beyond to get my trust form completed.. Would highly recommend

Dani Smith · 26 weeks ago

★★★★★

As new clients we were aware of the need for advice and explanations of alternative investment solutions suitable for our needs. Sagee took the time to carefully go through alternatives. He then assisted in choosing the most suitable and provided helpful back up advice afterwards.

Andrew Forman · 26 weeks ago

★★★★★

Mark has been my financial adviser for over 30 years. During this time he has got to know my circumstances and has

carol wood · 27 weeks ago

★★★★★

My wife and I have been clients of Bellamy Wealth Management LTD for well over 12 years, following a recommendation from

Andrew Piper · 27 weeks ago

★★★★★

We have been using Bellamy for a few years now, they helped us to consolidate our pensions from various older jobs into one larger portfolio making it easier for us to understand and have managed it well for us over the years. Specifically Mark Beverly has been very helpful in his advice and yearly updates on our portfolio.

Jonathan Murray · 30 weeks ago

★★★★★

Friendly professional advice

Gillian Lepperd · 30 weeks ago

★★★★★

Mark Beverley has advised me on financial investments for over 30 years. Throughout that time, I have followed his advice and invested in funds that he felt best matched my risk profile, and this has always worked well for me. In recent years, my wife has also invested her capital in funds recommended by Mark according to her needs and risk profile. We have a regular annual review with him but he is also always available for a chat on the phone or for an additional meeting whenever a change in circumstances requires his advice. We very much appreciate the attention to details he brings to all our meetings, the personal touch he brings to every conversation, his understanding of investment funds and our needs, the complete absence of any pressure, and we would not hesitate to recommend him to any of our friends.

Jules Backer Dirks · 31 weeks ago

★★★★★

Today we had an appointment with Kirsty about life insurance. Kirsty was very professional and very thorough in explaining our options. I wasn’t sure how life insurance worked and Kirsty was so good talking us through it all. We would highly recommend Kirsty,thanks again for your help

kirsty hill · 32 weeks ago

★★★★★

I have dealt with Mark Beverley for many years. Always helpful, gives excellent advice & knows what he is talking about.

Val Burns · 32 weeks ago

★★★★★

As a long standing advisor, I am delighted to continue to work with Kyle Marsh at Bellamy Wealth. Kyle always goes the extra mile to provide quality advice that often goes beyond just the facts and figures, he is responsive, customer centric, and laughs at my jokes. Bellamy and Kyle have become a trusted advisor to my wife and I and we appreciate the valued relationship and support.

Haydn Pinnell · 33 weeks ago

★

Jacky Barratt · Right from the start of the process I have felt confident that I have chosen the right people for me to help me with my retirement financial planning. Sagee has explained it all in a very straightforward way and has been very patient making sure I understand what we are doing. The ability to contact one person if I need help and the frequency of visits makes it all seem so much easier. Would recommend to anyone who needs financial advice.

★★★★★

Good personal approach and advice well communicated.

Jo Aldridge · 36 weeks ago

★★★★★

Sagee from Bellamy Wealth is a fantastic advisor who advice has helped me have the funds and confidence that my retirement investment are in a great pair of hands

Simon Gamlin · 37 weeks ago

★★★★★

I had a fact find appointment with Kirsty today to discuss life insurance, and I couldn’t be more impressed with the service she provided. She was professional, knowledgeable, and incredibly thorough, taking the time to explain everything clearly and make sure I fully understood my options. Kirsty created a relaxed and supportive environment, making what can feel like a complicated process simple and straightforward. I felt genuinely listened to, with recommendations tailored to my personal circumstances rather than a one-size-fits-all approach. I would highly recommend Kirsty to anyone looking for clear, honest, and professional advice around life insurance and financial protection. Thank you again for such a positive and reassuring experience

Lisa Stanley · 38 weeks ago

★★★★★

Mark Beverley has been my advisor for many years now. He has provided sound financial advice and is always available to answer questions.

Maggie Sharrad · 38 weeks ago

★★★★★

I am very happy with the service provided by my advisor, Mark Beverley. I feel the advice he has given, has helped me to

Jackie Kibbler · 38 weeks ago

★★★★★

We have worked with Mark Beverley for about 20yrs. Marks career path has entailed him working for a small number of financial investment companies, leading to his move to Bellamy wealth management 5/6 years ago. Throughout this 20 year period we have been, and still are very happy with Marks financial advice, and his level of contact with us, he has always been available for general, and detailed financial advice. Based on our experience of investing over the last 20 years I have no hesitation in recommending both Mark Beverley, and Bellamy wealth management.

Keith Jones · 39 weeks ago

★★★★★

Mark Beverley has been our Financial Advisor for well over a decade. His supportive advice, especially in times of uncertainty, has always been focused on our situation and has proved to have been beneficial.

Diane Jones · 39 weeks ago

★★★★★

Alexandra Tweedie · 39 weeks ago

★★★★★

I have found Bellamy Wealth Management to be completely reliable in all respects, with personal attention a great asset.

Helen Tweedie · 39 weeks ago

★★★★★

Our family has worked with Jon Bellamy at Bellamy Wealth Management for many years, and he has consistently been a trusted, reliable, and invaluable adviser. Jon combines deep expertise with a genuinely personal approach — he takes the time to understand your situation and makes you feel treated as an individual. His communication is clear, thoughtful, and reassuring, and i’ve always felt confident and well-informed when making decisions. Jon has been a true go-to adviser for our family, and his professionalism and integrity have earned our complete trust.

V Walsh · 39 weeks ago

★★★★★

As someone who is generally wary of companies offering financial planning and services I can highly recommend Bellamy

Colin Andrew · 40 weeks ago

★

Susan Hamilton · Kyle has been instrumental in helping us transform our financial management. We seek his advice whenever important decisions need to be made or reviewed and his advice is always extremely well thought out, articulated and presented to us. He reassures us and gives us confidence in the steps we are talking to secure our financial future. Kyle always makes time for us and makes us feel thoroughly valued as clients. We were starting from scratch and Kyle has held our hand throughout the whole process, breaking things down into manageable chunks, in order of priority. Ww would not hesitate to recommend Kyle to anyone seeking to better understand and manage their finances.

★★★★★

I have been a client of Bellamy Wealth Management LTD for well over 20 years. Can not fault the financial advice and care given to me over this time. Mark Beverley has been my family advisor for most of this time. I know that at any time i can contact him and his advice and support will be extremely professional, and is always tailored to my requirements at that time. When my husband passed away he guided me through probate etc with care and compassion. Each year the annual review is extremely through and explained in way that me and my daughter can follow. Who recommend both Bellamy Wealth and Mark Beverley to anyone needing financial advice.

Carmel Barrow · 40 weeks ago

★★★★★

Since being introduced to Jon a number of years ago now, he and the team at Bellamy Wealth Management have continuously been excellent. They now look after our pensions and other key insurances, but beyond the literal wealth management, the discussions that Jon and I have has not only improved our financial planning but also how my family and I look at and consider money. I would highly recommend him and the team.

Mark Briggs · 41 weeks ago

★★★★★

I first approached Bellamy Wealth around 15 years ago with a frozen personal pension asking for help and advice. My goal was to wind up my business and retire at 60 with a reasonable income that would sustain me through to my state pension. Mark Beverley sat down with me , listened, and devised a plan that suited my needs. Fast forward 15 years I’m now 62 been retired for a year and enjoying life, a big thank you to Mark and the team at Bellamy Wealth for making this happen. Their knowledge and helpful attitude is second to none and I would highly recommend their services to anyone.

adiwoold · 41 weeks ago

★★★★★

Sagee is brilliant to deal with. Excellent and reassuring advice.

Sasha Thorbek · 42 weeks ago

★★★★★

Jon and his team are incredibly knowledgeable, efficient and provide an excellent service all round. I always come away from my regular meetings with Jon with the feeling that I am in the best possible hands.

Tim Hotchkiss · 42 weeks ago

★★★★★

I always feel that I get very thorough information when I meet with Jon Bellamy. He explains everything in a straightforward way. I can ask him anything and he takes time to answer any questions or concerns I may have. Thankyou Jon. Julia Hanham.

Julia Hanham · 48 weeks ago

★

What really stood out is their genuinely personal approach. Nothing felt off-the-shelf or cookie-cutter - they took the time to understand my exact goals, concerns, and long-term plans before giving any advice. It’s rare to find a firm that makes you feel this supported and understood. Their team is incredibly knowledgeable and patient, and every conversation left me feeling clearer and more confident about my financial future. Whether it’s planning, protecting, or growing wealth, they offer guidance that’s practical, tailored, and grounded in real expertise. If you’re looking for high-quality, personalised financial advice from people who put you first, I highly recommend Bellamy Wealth Management. A genuinely outstanding experience.

Francis Rodino · Bellamy Wealth Management has been exceptional from start to finish.

★★★★★

Jon Bellamy is incredibly knowledgeable, thorough and dedicated. Thanks to his sound advice and strategic planning, Mum

Claire Stowe · 49 weeks ago

★★★★★

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.

Alan Millard · 50 weeks ago

★★★★★

Paul Andrew SJP took over as my financial adviser last year. With his advice I have moved to one of their Polaris funds. I couldn’t be happier with the fund’s performance.

Gordon Kent · 51 weeks ago

★★★★★

Aaron Saran was my Mortgage Adviser at Bellamy. The service he provided was excellent. He was fast, efficient and highly professional. His personable manner combined with his knowledge and network ensured a seamless experience. I look forward to deal with Aaron again and would highly recommend him to those seeking advice and assistance. Christy Lally

Christy Lally · 5 Nov 2025

★★★★★

I can’t recommend Aaron Saran highly enough! He has been incredibly helpful, patient, and knowledgeable throughout the entire mortgage process. No matter how many questions I had (and there were plenty!), Aaron always took the time to explain everything clearly and never made me feel rushed. What really stands out is how he looks at every possible opportunity to benefit you — finding the best options, spotting savings, and giving valuable advice that made a real difference. Thanks to his expertise and dedication, I ended up saving a lot of money and feeling completely confident in my decisions. If you’re looking for a mortgage broker who genuinely cares about getting you the best deal and guiding you every step of the way, Aaron is the one to go with!

Davit Guzeloglu · 31 Oct 2025

★★★★★

Aaron has been absolutely incredible throughout my mortgage process. He’s truly gone above and beyond — always available when I needed advice, quick to respond to any questions, and consistently patient and supportive every step of the way. Buying a home can be stressful, but Aaron made it feel manageable and even enjoyable at times. His professionalism, knowledge, and genuine care made such a difference, and I always felt like I had someone in my corner looking out for me. I couldn’t recommend him highly enough — if you want someone reliable, approachable, and genuinely invested in helping you, Aaron is the one to go to.

g28 · 30 Oct 2025

★

Aaron was assigned as our mortgage advisor and we found him to be highly knowledgable. He was punctual, always available for questions and provided clear and comprehensive guidance throughout the process. Thank you Aaron!

Jamie Matthews · Hi Jamie, thank you for leaving a five star review for Aaron its great to hear that you had a positive experience. We look forward to working with you again in the future.

★

Jordan

Jordan Boyd · I haven’t got enough good things to say about Aaron Saran, he was a massive help in our buying process and was always available to guide us through, Aaron made sure we had the best mortgage rate and also sorted out all our protection needs, I would absolutely recommend Aaron to anyone looking to get a mortgage offer and start the buying process, Aaron was very helpful and a genuine really nice person as well, 10/10.

★

Mike gave invaluable advice regarding my pension options in a clear and understandable way. Would thoroughly recommend.

P Greig · Thank you for the five star review. Its good to hear that you were able to get the advice you needed on your pension and you would recommend us to others.

★★★★★

I recently had the pleasure of working with Sagee of Bellamy Wealth Management, with transfer of one of my personal pensions and Sagee helped make the whole experience a lot easier than I expected. Sagee explained everything regarding the process and the St. James’s Place pension clearly and made sure I understood each step, which gave my wife and I a lot of confidence. It is good to know that Sagee is available to meet with me face-to-face, rather than dealing over the phone or just through a web site or App. It’s great knowing the person who's helping with something as important as your finances. Everything was handled with professionalism and attention to detail, making the experience smooth and stress-free. Highly recommended for anyone looking for professional and responsive pension management.

Stephen Sherlock · 14 Sept 2025

★★★★★

It was a pleasure to welcome Paul last week. We found his insight and experience to be of great interest and help with ongoing decisions regarding our finances. We look forward to our future contact with him.

Christine Hill · 13 Sept 2025

★

Catherine Dewar · Thank you for the 5 stars, its very much appreciated

★★★★★

Very professional service by Sagee - impressed so far and would recommend.

Jim B · 10 Jul 2025

★★★★★

I had the pleasure of working with Sagee at St. James’s Place for the management of my personal pension, and I couldn’t be more impressed. Sagee was incredibly quick and efficient throughout the entire process, providing clear advice and timely updates. Everything was handled with professionalism and attention to detail, making the experience smooth and stress-free. Highly recommended for anyone looking for reliable and responsive pension management.

Dominic Seaman · 26 Jun 2025

★★★★★

I am a first time buyer and have been supported through the mortgage process by Aaron Saran. His help and support have been invaluable and I would absolutely recommend him to anyone else going through the same process. I will be getting back in touch with him when I look to remortgage.

Helen Redman · 23 Jun 2025

★★★★★

We have a wonderful Financial Advisor (Kyle) who regularly comes to visit us and lay out all our options in an easily digestible format that we can understand. As a result we are making big improvement to financially secure us and our family’s future.

Chris Trott · 20 Jun 2025

★

Excellent service with a friendly approach explaining options

Terence Brown · Dear Terence, Thank you for leaving a five star review. We are happy to hear that your experience with us was positive and friendly. We look forward to working with you again soon.

★

I'm a first time buyer and used Belamy's mortgage advisor services. Aaron Saran was brilliant and incredibly informative. His explanations of the process were clear and helped me understand/navigate the mortgage market. He described all the different mortgages that were available with figures describing the differences between each package and made recommendations. He made sure all the decisions were still firmly within my control. He checked the interest rates on a fortnightly basis to see if he could get me a better rate, this resulted in my mortgage rate coming down from 5.14% to 4.99%. I absolutely recommend Aaron as a broker and will be using him in the future to remortgage.

sam brain · The buying process took over 6 months and Aaron started chasing my solicitors to move everything along.

★★★★★

Highly recommended. Aaron was diligent and patient in arranging my mortgage.

Rupert Wicks · 2 Jun 2025

★★★★★

Derek Cornwell · 29 May 2025

★★★★★

I recently arranged my pension with Sagee at Bellamy Wealth Management, and the whole experience was way easier than I expected. What I thought would be a confusing and stressful process turned out to be really straightforward and painless. Sagee explained everything clearly and made sure I understood each step, which gave me a lot of confidence. It also just felt so much better actually meeting with someone face-to-face, rather than dealing with someone over the phone or through a comparison site. It’s great knowing the person who's helping with something as important as your finances. I’d definitely recommend Sagee to anyone looking for solid advice without the hassle.

Jodie Black · 1 May 2025

★★★★★

The adviser I used (Sagee Abuebid) was extremely helpful and guided me through all the options available for my impending retirement with multiple online meetings and documentation. Transferring my multiple small pension pots into one high growth plan was a breeze and handled efficiently by Sagee. I can highly recommend Bellamy Wealth Management when planning your retirement options.

Peter Stacey · 18 Feb 2025

★★★★★

Luke At Bellamy was wonderfully welcoming and happily answered all the questions I had. I will definitely be using Bellamy in the future.

Peter Cresswell · 4 Nov 2024

★★★★★

It was a pleasure to invite Luke in to our home to discuss our pension options. His review and discussion of our current financial position helped us make a confident decision on the way forward. We should have no hesitation in recommending Luke, and asking his advice on any future important financial issues.

Trevor Storey · 27 Oct 2024

★★★★★

After having a nightmare with my last mortgage which left me up paying massive interest payments, I contacted Bellamy when my remortgage was due, I spoke with their advisor Aaron, he guided me through a plan of action to get my mortgage back on track, which ended up not only saving me £300 a month but also managed to secure me some extra funds to do some work on my home, Aaron was also able to get me some great products on my insurances as well saving me an extra £50 a month on these. Aaron was at all time professional, courteous and extremely knowledgeable, he took the time to listen to my concerns and what I wanted to achieve and managed to do all of the above nd more. I can fully recommend Bellamy/Aaron for all your mortgage needs.

David Harbron · 11 Oct 2024

★★★★★

I have to say that Bellamy Wealth have done an amazing job at trying to restructure some of our finances not least because of Aaron Saran who has been the most attentive individual that I have dealt with in a long time. He is so on his game. He is responsive, pragmatic, efficient and also quite funny. It has been an absolute pleasure to have him deal with our affairs.

David · 15 Aug 2024

★★★★★

I can’t recommend Sagee enough! From day one, he made everything about my finances easy to understand and tailored a plan that fits my future goals perfectly. He is super responsive and keeps me updated, so I always know what's happening with my money. Thanks to him, I feel confident about my financial future. If you're looking for a fantastic financial advisor, go with Sagee!

Jamie Pitter · 6 Aug 2024

★★★★★

I have just purchased my first property and Sagee was amazing at getting everything with my mortgage set up. I was buying a different property before of which I ended up pulling out of the sale, it has taken a long time but I am finally happy in my home. Sagee explained the process and made sure I got the best mortgage rate available. Will use his services again when my fix term ends. Highly recommend him to anyone looking to buy their first home.

tracie castle · 2 Aug 2024

★★★★★

Extremely informative meeting dealing with all of the aspects i wanted covered and more. Thanks Paul.

colin crane · 25 Jul 2024

★★★★★

I recently had the pleasure of working with Sagee Abuebid as my financial adviser, and I can't recommend him highly enough. Sagee's incredible service and personal touch made all the difference in my financial planning journey. He took the time to understand my unique goals and concerns, offering tailored advice that truly resonated with my situation. Sagee's expertise and genuine care for his clients set him apart, making the complex world of finance feel approachable and manageable. If you're looking for a dedicated and knowledgeable financial adviser, Sagee Abuebid is the one to trust.

luke knotts · 22 Jul 2024

★★★★★

Aaron Saran did a brilliant job in organising my mortgage. I knew that I did not fit the standard criteria so needed a

Dove Gallery · 10 Jul 2024

★★★★★

During me and my partner buying our first property, we were recommended Aaron to help us with our mortgage process. We honestly can not thank Aaron enough for all the hard work and support he has given to us. Aaron is very organised and prompt, ensuring everything is dealt with as quickly as possible. His knowledge is exceptional, always having an answer to our questions. He has made the whole process completely stress free for ourselves and we will definitely be recommending Aaron to anyone looking for a mortgage advisor. Thank you Aaron!

Summer Jefferies · 7 Jul 2024

★

lee barker · Aaron was a great help from the start, very knowledgeable, and answered all our questions. The service was great informative and very quick to find us the best deal. I would recommend to anyone looking to sort their mortgage.

★★★★★

Jon is an excellent advisor; responsive, efficient, professional and above all authentic. I always feel the advice I am receiving is in my best interest. I highly recommend Jon and Bellamy Wealth Management.

Alan Ovens · 21 Jun 2024

★★★★★

Just want to thank Paul Andrew’s & Sagee Abuebid for providing me with an excellent service regarding mortgage advice / pension review. First contacted this business the early part of this year and must say, the reviews don’t lie. A very professional service throughout.

Tom Elward · 30 May 2024