High Achievers

We are celebrating the achievements of a trio of rising stars, who are forging careers in financial services.

With our help, three Belmayne staff members are developing their skills through academic study, whilst gaining practical work experience.

Chris Pond joins our team of qualified financial planners, after successfully completing his diploma in Regulated Financial Planning. He began working for us as a trainee in June 2018 and has been mentored by partner, David Bashforth, throughout his studies. He is now beginning to grow his own client base, whilst continuing to assist David and expand his qualifications to achieve chartered status.

Melanie Coleman began working as a personal assistant to partner, Martin Birch, almost two years ago and is now a paraplanner, analysing client information and risk, conducting cash flow planning and preparing reports. She achieved the RO1 Financial Regulation and Ethics qualification earlier this year and is currently studying the RO4 Pensions and Retirement Planning module, which she hopes to complete by the spring.

Former administration apprentice, Melissa Taylor, has taken up a fulltime role at Belmayne, after completing a diploma in Business Administration with Chesterfield College. She is now beginning her professional development, embarking on the RO1 unit of the Regulated Financial Planning diploma, to develop her awareness of legislation and the industry’s code of ethics.

We actively encourage professional development among staff and are very proud of the dedication and commitment all three learners are showing to their studies.