Belmayne Independent Chartered Financial Planners
Our Ethos
Belmayne is an award-winning, family-oriented financial planning business established in 2004 that operates from Dronfield, North East Derbyshire.
We believe small is beautiful. It allows us to offer the personal service our clients value and is so often lacking in modern society.
Our aim is to help you feel confident and secure about your financial situation, with a clear plan and the freedom to enjoy life without worry. We focus on the aspects of planning we can control, for example, risk, tax allowances and most importantly, the cost of investing.
To give you peace of mind, we go above and beyond professional requirements. In recognition of this and our commitment to excellence, our regulatory body, the Chartered Insurance Institute, has granted us the use of the title Chartered Financial Planners.
We also offer good value for money. Specialist financial advice can be perceived as expensive, but we have built our proposition fairly.
Click here to take a look at our transparent fee structure.
We promise to:
- Fight your corner and secure you the best deal
- Be available when you need us
- Help you set realistic expectations about investment returns and goals
- Keep you up to date about opportunities and risks
- Act ethically, responsibly and fairly in our dealings with you
We will never:
- Take the easy option, unless it is in your interests
- Sell you anything you don’t need
- Pass on your details without express permission
- Bombard you with generic marketing
- Act in any way that could be detrimental to you
