Jon started his profession within Financial Services in 1998 and has since developed considerable skills and abilities in all aspects of Wealth Management. This ranges from simple saving and Investment Planning to the more complex areas of Retirement Planning, Inheritance Tax and Corporate Planning.
Jon has qualified as a Chartered Financial Planner and is also a Fellow of the Chartered Insurance Institute, which means he has satisfied rigorous criteria relating to professional qualifications and ethical good practice. This means you can be confident that you are dealing with one of the UK’s leading advisers who is wholly committed to providing you with the best possible advice, service and support.
Jon’s principle aim is to provide a high-quality service to his clients and to those who matter to them based not only on his own considerable expertise but also drawing on the wealth of support and expertise available to him as a Senior Partner Practice of St. James’s Place Wealth Management.
With over 25 years’ experience in Financial Services, Jason joined Bellamy Wealth Management in 2017 as Operations Manager.
Jason is responsible for supporting Jon in running the operation and most importantly being on-hand to support our clients.
Neil holds over 35 years of experience in Financial Services.
Neil has worked with multiple generations of clients. He takes pride on his emphasis on building and maintaining long term relationships and working closely with his clients to provide the highest standard of advice, as they and their financial needs evolve over the years.
In his spare time Neil enjoys playing both football and tennis while also following his wife and sons sporting achievements too!
After working in the Advertising Industry for 15 years Colin decided to join the Financial Services in 1993.
Colin began as an adviser with Prudential before moving to Wesleyan working predominantly with Medical Professionals. During this time Colin gained an excellent understanding of the typical concerns they face and has an in-depth knowledge of the NHS Pension Scheme. He became a Financial Consultant with Bellamy Wealth Management in 2015.
Colin is committed to taking the time to build a relationship with clients by getting to know their individual situation and creating a bespoke financial plan that will help them achieve their goals.
Paul joined Bellamy Wealth Management in 2018 as a Financial Consultant bringing over 20 years’ of experience in the financial services.
Paul sees the role of a Financial Consultant as someone who helps their clients achieve their goals through a financial planning journey, by listening to clients aspirations and understanding their goals.
Paul looks to build trusting relationships with all his clients and he always endeavors to offer the highest quality service for their financial needs.
Paul holds a diploma and is now studying towards becoming a Chartered Financial Planner.
Cheryl joined Bellamy Wealth Management in 2013 bringing with her a wealth of experience from her previous roles in Financial Services. Cheryl started as Jon’s Personal Assistant and became Practice Manager when the business expanded.
Cheryl has now taken on the role of Paraplanner and enjoys the technical aspects of her role which involves working with the Financial Consultants to design bespoke financial planning solutions for our clients. She also enjoys the variety of work the Practice and St. James’s Place offers and the opportunity it affords to build a rapport with their clients over time.
Cheryl is currently studying to gain further knowledge in the Financial Sector.
Kai joined Bellamy Wealth Management in 2019.
Kai is currently working towards achieving his Diploma in Regulated Financial Planning and looking to become a Chartered Financial Planner by the end of 2020.
These qualifications along with gaining experience within Paraplanning with Bellamy Wealth Management will help Kai to provide the best possible service and expertise to our client, keeping in line with the high standards that the company currently holds.
Mona joined Bellamy Wealth Management in 2018 bringing over her First Class Degree from Imperial College London and wealth of experience from previous roles in Compliance and FCA Regulated companies.
Mona plans to study further financial and internal qualifications in order to develop her knowledge and with that her career with Bellamy Wealth Management.
Alison joined Bellamy Wealth Management in 2019.
Alison has over 15 years' of experience in the financial industry.
Alison plans to continue with both internal and external qualifications with an interest in the internal systems used to help our clients continue to receive excellent service.
Natalie joined us in early 2015 following a career in Internal Audit in the public and financial services sectors.
Natalie provides support to the team and is the primary contact for our clients. This helps to enable the Practice to meet its objectives of being able to provide a quality service to our clients.
In addition to this, Natalie also has the role of coordinating events and seminars that are held so that we are able to keep our new and existing clients informed.
Steve holds over 25 years experience in the Financial Services but retired in 2017 as a consultant.
Steve continues to work with Bellamy Wealth Management as Technical Support to the team.
Karla became a Director of Bellamy Wealth Management Ltd at the beginning of 2014.