They make a great effort to get to know you and to know your particular circumstances.

Jon’s team are very good at making sure they see us on a fairly regular basis and I have to say that’s important because things change, but also its very easy to be lethargic about these things and think that you have everything sorted.

Never pushy, always really excellent advice. I would recommend Bellamy Wealth Management to any friend of mine because I trust them implicitly and all the information and advice they’ve given has been absolutely spot on over many years.

Jon gained our trust and confidence over a number of meetings, never rushing us to make a decision and always explaining the pros and cons of proposals he was making.

Always willing to go that extra mile to make things easier for us and the actions taken on our behalf have left us confident that we have done the right thing.