What Our Clients Think
A selection of comments from our satisfaction surveys
“Since my initial thoughts on moving my pension from a blue chip company final salary to a draw down pension option, Martin Birch from Belmayne IFA has expertly, conscientiously and efficiently guided and advised me on every step of the process. My decision could not have been reached without the informed, structured and tailored service provided by Martin. My individual circumstances at the forefront of Martin’s advice provided me with the confidence and reassurance required to make the major step to move to the retirement I envisioned. Sound, ethical, tailored advice. Very lucky to have found such an excellent financial planner.”
Mr Vernon, Derby
“After becoming increasingly disenchanted with my existing financial planner I decided it was time to seek alternative advice. Spotted Belmayne in the Dronfield Eye and just down the road from me as well. Made an appointment to see Ben and was impressed with his easy going manner and professionalism. After a very thorough analysis of my financial position he came up with a recommended plan. In spite of the choppy financial waters we find ourselves in, the investments he advised are performing well and I am pleased that “Captain Smalley” is steering a steady course for me through all the upheaval. To sum up, I regard Ben as a true professional but also a friend as well.”
Mr Meeds, Sheffield
“Belmayne have been superb from start to finish! After taking advice from two large national financial consultants and being surprised at the size of their fee structures and disappointed by their approach, I decided to give Belmayne Chartered Financial Planners a try. I was reassured that all the partners are chartered financial planners and met Jon Stevens, one of four partners within the company. Jon guided me through a very complex pension transfer process, which involved lots of meetings and telephone calls, he was always available to meet or talk and offered expert advice and support at every stage. I have since recommended several friends to Belmayne, all of which have been similarly impressed with the service offered.”
Mr Stevenson, Sheffield
“We all think it will never happen to us. I am relatively young, very fit and healthy, a non-smoker. From some annoying but vague symptoms I get a cancer diagnosis. The shock is beyond belief, the whole world changes and very little is concrete any more. The extraordinary amount of time taken up by cancer means few people can actually work through treatment. I would have really struggled without the Vitality policy [health insurance] recommended by David Bashforth. Its quick pay-out meant I can take time away from work without worry and focus wholly on getting better. It is money very well spent!”
Ms Lockwood, Sheffield
“We were introduced to Martin through a past employer sending us details of our pension plan. We had no thoughts of retirement as we were still in our 50’s. However, after looking into our finances Martin informed us we had enough funds to enable us to take early retirement. After consultation with Martin we decided to retire early and have not looked back! With the ongoing financial advice from Martin we are enjoying our retirement to the full. Not only did he help us make a life changing decision, he continuously monitors our financial requirements making sure we have adequate funds from our pension pots as and when we require. We have always found Martin to be very friendly and professional. He is always quick with answering any queries we might have. We would definitely recommend his services to our friends and family.”
Mr & Mrs Edwards, Stevenage
“Since having my pensions explored by Ben Smalley, it feels like a massive weight has been lifted off my shoulders. Knowing that I can now help my family financially a little more and enjoy life whilst I am still fairly young is perfect. Also feeling that my investments and retirement are taken care of really does set my mind at rest. Throughout the whole process, Ben has been extremely approachable, honest and upfront, with advice given on different options for me to look at. I have no regrets whatsoever trusting my future and that of my family to Ben.”
Mr McManus, Coventry
“I have already recommended Jon Stevens to friends and family members. Meetings take place at Belmayne in relaxed and pleasant surroundings and Jon makes me feel at ease immediately. He explains everything in easy to understand terms, presents thorough preparation for each meeting and I feel very comfortable asking him any questions. I would not hesitate to recommend Jon.”
AE, Dronfield
Miss Jowitt, Sheffield
“I was introduced to Belmayne by a friend I used to work with and on making my first appointment, met Jon Stevens. From the beginning, he has explained things in easy-to-understand terms, without any self-goal in mind. Being a single person, it is sometimes difficult to make ‘on the spot’ decisions about your financial future and Jon has no problem letting you think things over, so you are sure the decision you make is the right one. Thanks Jon, for all your sound advice so far and I look forward to a prosperous future.”
GW, Sheffield
“I have been working with Ben Smalley at Belmayne for over five year and have benefited greatly from his advice and guidance. From collation of disparate pension schemes to critical illness cover and life assurance plans, Ben has been extremely thorough and professional. I truly believe the returns I am reaping from my pension (as a result of Ben’s advice) will enable me to achieve my retirement goal years before I thought it was possible previously. I cannot recommend his services highly enough.”
Mr Feetham, Sheffield
