We are welcoming a new specialist to the team who will be using his experience in telecommunications to help clients from similar backgrounds. Matt Spivey joins Belmayne as a trainee financial planner, after spending the last 25 years in sales roles for firms such as Vodafone. Being made redundant in Read More >>
In this next instalment of our meet the team series, our longest standing partner, David Bashforth, tells us more about his career to date. He reveals how academic achievement is not the only route to success and when he reaches retirement, he’ll be practising what he preaches… Stumbling onto Read More >>
Welcome to the first in a new series of blogs, in which we learn more about what makes our planners tick. We’re kicking off with a deep dive into the career history to date of our motorbike loving managing partner, Martin Birch. Academic achiever I enjoyed school – being good Read More >>
We are welcoming another experienced financial planner with Chartered status to our team, focusing on and developing Belmayne’s reach. We have appointed Alex Napier to build on our ever-expanding footprint into Sheffield and highlight our commitment to providing first class client services. Alex joins Belmayne after almost five years at Read More >>
We are welcoming our third new recruit in as many months! Experienced financial planner, Nick Pike, is joining us to expand and strengthen the team offering advice and guidance to local residents. Nick has worked in the financial planning sector since 1999, after initially qualifying as a teacher and then Read More >>
We are welcoming another addition to our support team, who will be focusing on ways to enhance the experience we offer clients. Stephen Bright joins us as a technical administrator and trainee financial planner, to learn how to offer advice, whilst improving back-office processes and efficiencies. This latest appointment comes Read More >>
We are strengthening the service we offer to clients with the appointment of a new administration assistant. Experienced administrator, Janine Barnes, joins Belmayne to assist our management team and growing number of financial planners. Janine has held various administrative roles, most recently with a footwear manufacturer and is a volunteer Read More >>
We are expanding our support team with the appointment of a new personal assistant. Louise Dawson is joining our administration department to help partner, Ben Smalley, manage his clients and caseload. Louise comes to Belmayne after a decade at Aviva, dealing with pensions, investments and protection. During that time, she Read More >>
We have been doing our bit to encourage a youngster with a head for numbers to follow in our footsteps. Work experience student, 15-year-old Edward Flack from New Mills School in the High Peak, visited Belmayne to help him learn more about a career in financial services. Edward spent the Read More >>
Although paraplanning is a profession in itself, many see it as a stepping stone to becoming a fully-fledged financial planner. However, as my colleague, Cathy Smith, highlighted in her blog about the lack of female IFAs, very few women make the leap. As a paraplanner with a desire to progress, Read More >>
