Bellamy Wealth Management
Multiple locations
Multiple locations
At Bellamy Wealth Management Limited there are no off-the-shelf solutions as our experience is that every single one of our clients has their own personal concerns, responsibilities and ambitions.
We put you at the core of everything we do. We want to understand your financial circumstances and objectives and what is important to you
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Pension Planning
Starting a pension, pension transfers and pension consolidation, Defined benefit Transfers and Pension Sharing Orders. Retirement Planning and forecasting, Income Drawdown planning.
Investment Planning
Investing for the future, tax efficient savings, savings for children/grandchildren. Lump sum or regular savings.
Estate & Inheritance Tax Planning
Planning and mitigating inheritance tax, Trust planning and investments. Later Life Planning.
Protection
Life cover, Critical Illness cover, income protection planning. For individuals and businesses. Mortgage protection.
