Jon Bellamy
Jon founded Bellamy Wealth Management in 2011 and continues to play a hands-on role in advising clients while serving as a Director. As a Chartered Financial Planner and a member of the Society of Later Life Advisers (SOLLA), Jon brings specialist expertise in later life planning, along with extensive experience supporting multiple generations within the same family.
Jon specialises in the following:
- Business Owners
- Retirement Planning
- Estate Planning
Outside of work, Jon enjoys life on his smallholding in rural Wiltshire, where he spends time with his family and enjoys the outdoors.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
Accreditation
