Bellamy Wealth Management Ltd

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!

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. We have been entirely satisfied with Mark's investment advice over he years and very much appreciate the excellent administrative services now provided to us by Bellamy Wealth Management Ltd.

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.

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.

Mark has been my financial adviser for over 30 years. During this time he has got to know my circumstances and has provided suitable financial advice. He is knowledgeable and approachable, answering any questions I may have . I trust his advice.

My wife and I have been clients of Bellamy Wealth Management LTD for well over 12 years, following a recommendation from a friend and we have not been disappointed. We cannot fault the financial advice and care given to us over this time by Mark Beverley and Ian Finn. We always know we can contact them at any time and their advice and support is always extremely professional. We are very confident that the advice given will always be tailored to our requirements at that time. The annual review is extremely thorough and explained in a way that we can follow. We recommend both Bellamy Wealth, Mark Beverley and Ian Finn to anyone needing financial advice.

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.