March 2024 by Tom Edgington
Great advice and service. Always explain things in easy to understand ways and the return on investments over the years has been great.
January 2024 by Susan Neville
I have known Mark Beverley for several years now.He always takes care to listen and fully my financial situation.He is full of expert knowledge and takes time to translate it into language that I can understand.I have always been happy with what we"ve decided together.I have recommended family to Bellamy Wealth Management
January 2024 by Andrew Edgington
Bellamy wealth management are a first class company,who are always at hand to give advice on money matters, and there yearly reviews are excellent giving sound advice on where to invest your money .could not recommend highly enough.
December 2023 by Sarah Slade
Had the pleasure of speaking to Luke and discussing my pensions. Lots of excellent advice and all aspects explained perfectly. Luke listened to my thoughts and I felt very comfortable discussing my finances. I cannot recommend Bellamy Wealth Management highly enough - thank you
December 2023 by Jim Rudge
Just had our annual review. Been with Bellamy for 6 years and very happy with their performance. Luke always explains everything in straightforward language that we can easily understand and has nice personal touch.
November 2023 by Alan Newman
This company was recommended to us by a friend and we were visited by Paul Beaumont. He gave us a clear appraisal of our financial position and was able to answer all our questions in language we could understand. We were impressed with the care and time he took and with the patience he showed to ensure that we understood everything. We appreciated Paul's calm, authoritative manner and at no time did we feel under any kind of pressure. We will certainly use this company for our future financial transactions. Highly recommended !
November 2023 by Karen Walters
My financial advisor Sagee Abuebid has been great support. He has delivered a seamless transition of my financial affairs in a very professional and timely manner. Ensuring that I had a clear understanding of the transition process at every stage. I highly recommend him.
November 2023 by Ashley Walters
Sagee Abuebid has provided a very professional service regarding my financial affairs and has made himself available when needed to answer any questions or queries that has arisen during and after our consultations. I highly recommend him.
November 2023 by Emma Matthews
Cannot fault Sagee enough! He is very methodical, clear, punctual and easy to talk to. In a stressful time of buying a property on my own, without Sagee?s additional guidance I wouldn?t know where I would be today. He was a key support in helping me secure not one but two mortgage offers due to difficult tenants not moving out the property and was always there to support when I needed him or had any questions. Couldn?t have asked for a better mortgage advisor! Thank you Sagee
October 2023 by Kevin Bull
Mr Kevin BullJust a few words about Bellay wealth management. I phoned them about 6Months ago and spoke to a young man called Sagee . He asked me about what information I was ringing for I said pensions. He then spoke to me about my situation and made a home appointment with me and have been out 3 time's now.sagee is a plit young man and a pleasure to work with.
October 2023 by Kerrine Holder
Sagee have been wonderful from the very first contact on the telephone. He?s very polite & professional. Explained everything to me about all the different options SJP could provide for me. Everything was in layman?s terms & not financial jargon so not to confuse me. He?s put my mind at rest about my pension going forward . Always a pleasure to see him. Can happily recommend Sagee & SJP.
September 2023 by Susan Cover
Bellamy Wealth Management has been my financial advisor for several years. I find the service offered very thorough in detail and feel my interests are well looked after. I have just had a one to one meeting with my personal advisor Paul Andrews and found him knowledgeable and easy to talk to.
August 2023 by Susan Gell
I have recently transferred my finances over to Bellamy Wealth Management. My advisor Sagee, has been to visit me numerous times and has explained everything very clearly. He listened to the kind of investor I am and we developed a portfolio to suit me. He handled the transfers for me and everything went very smoothly. Nothing has been too much trouble for him. I feel comfortable and secure with Bellamy handling my portfolio and would recommend them.
June 2023 by Dyren Novais
Sagee was a massive help when sorting out my mortgage and protection! He made the process simple and easy to understand. Would highly recommend
May 2023 by Nigel Hodges
I cannot thank Paul Beaumont enough for the amazing amount of work he put in to encash bonds in order to purchase a property. His communication with my family was excellent; he was professional and efficient in all ways to ensure the process was on time. Thank you, Paul, for all your time and effort, it is very much appreciated
