Bellamy Wealth Management Ltd - Swindon

Name: Bellamy Wealth Management Ltd
Address: Coped Hall Business Park, Bellamy Wealth Management 4, Royal Wootton Bassett SN4 8DP, Swindon, SN4 8DP
Telephone: 01793 975900
Rating: 5

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: Coped Hall Business Park, Bellamy Wealth Management 4, Royal Wootton Bassett SN4 8DP.
Phone: 01793975900.
Website: bellamywealthmanagement.co.uk
Specialties: Financial Advisor.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Transgender safe space.
Opinions: This company has 106 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Bellamy Wealth Management Ltd

☎️01793975900

⏰ Open Hours of Bellamy Wealth Management Ltd

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–4:30 pm
Saturday: Closed
Sunday: Closed

Okay, here’s a comprehensive overview of Bellamy Wealth Management Ltd, presented in a formal and helpful tone, suitable for someone seeking financial advisory services:

Bellamy Wealth Management Ltd: A Reliable Financial Partner

Bellamy Wealth Management Ltd is a distinguished financial advisor dedicated to providing comprehensive and personalized retirement planning solutions. Established with a commitment to client well-being and financial security, the firm operates from a modern and accessible location at Coped Hall Business Park, Bellamy Wealth Management 4, Royal Wootton Bassett SN4 8DP. Their contact number is 01793 975900, and you can find more detailed information on their website: bellamywealthmanagement.co.uk.

Location and Accessibility

The firm's strategic location within Coped Hall Business Park in Royal Wootton Bassett offers a convenient and professional environment. Bellamy Wealth Management Ltd prioritizes accessibility for all clients. The premises boast a dedicated wheelchair-accessible car park, wheelchair-accessible seating, and a wheelchair-accessible toilet, demonstrating a strong commitment to inclusivity. Furthermore, standard toilet facilities are readily available. The team understands the importance of comfortable and convenient service, and this is reflected in their physical infrastructure.

Services and Specializations

Bellamy Wealth Management Ltd specializes in guiding individuals through the complexities of retirement planning. They offer a range of services designed to help clients achieve their financial goals, including consolidating pension pots, developing bespoke investment strategies aligned with individual risk profiles, and providing ongoing support and advice. A key strength of the firm lies in its ability to streamline the often-challenging process of transferring multiple small pension pots into a single, strategically managed plan. They also offer convenient online appointments, allowing clients to connect with their advisor from the comfort of their own homes. On-site services are also available for those who prefer face-to-face consultations.

Client Feedback and Values

Bellamy Wealth Management Ltd consistently receives overwhelmingly positive feedback. With 106 reviews on Google My Business, the average opinion is a remarkable 5/5 – a testament to the quality of their service and the dedication of their team. Clients consistently praise the advisors’ helpfulness, expertise, and commitment to clear and transparent communication. The firm’s reputation is built on trust, professionalism, and a genuine desire to see clients achieve financial peace of mind. They clearly foster an environment that is LGBTQ+ friendly and committed to being a transgender safe space, reflecting a dedication to inclusivity and respect.

Recommendation

For individuals seeking a knowledgeable and supportive partner to navigate their retirement journey, Bellamy Wealth Management Ltd presents an excellent choice. Their commitment to accessibility, combined with their specialized expertise and consistently high client satisfaction, makes them a truly valuable resource. We strongly encourage anyone considering their retirement options to visit their website at bellamywealthmanagement.co.uk and schedule a consultation. Let Bellamy Wealth Management Ltd help you build a secure and fulfilling retirement.

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👍 Reviews of Bellamy Wealth Management Ltd

Peter S.

5/5

The adviser I used (Sagee Abuebid) was extremely helpful and guided me through all the options available for my impending retirement with multiple online meetings and documentation.
Transferring my multiple small pension pots into one high growth plan was a breeze and handled efficiently by Sagee.
I can highly recommend Bellamy Wealth Management when planning your retirement options.

Trevor S.

5/5

It was a pleasure to invite Luke in to our home to discuss our pension options. His review and discussion of our current financial position helped us make a confident decision on the way forward. We should have no hesitation in recommending Luke, and asking his advice on any future important financial issues.

David H.

5/5

After having a nightmare with my last mortgage which left me up paying massive interest payments, I contacted Bellamy when my remortgage was due, I spoke with their advisor Aaron, he guided me through a plan of action to get my mortgage back on track, which ended up not only saving me £300 a month but also managed to secure me some extra funds to do some work on my home, Aaron was also able to get me some great products on my insurances as well saving me an extra £50 a month on these.

Aaron was at all time professional, courteous and extremely knowledgeable, he took the time to listen to my concerns and what I wanted to achieve and managed to do all of the above nd more.

I can fully recommend Bellamy/Aaron for all your mortgage needs.

tracie C.

5/5

I have just purchased my first property and Sagee was amazing at getting everything with my mortgage set up. I was buying a different property before of which I ended up pulling out of the sale, it has taken a long time but I am finally happy in my home. Sagee explained the process and made sure I got the best mortgage rate available. Will use his services again when my fix term ends. Highly recommend him to anyone looking to buy their first home.

Jamie P.

5/5

I can’t recommend Sagee enough! From day one, he made everything about my finances easy to understand and tailored a plan that fits my future goals perfectly.

He is super responsive and keeps me updated, so I always know what's happening with my money. Thanks to him, I feel confident about my financial future. If you're looking for a fantastic financial advisor, go with Sagee!

David

5/5

I have to say that Bellamy Wealth have done an amazing job at trying to restructure some of our finances not least because of Aaron Saran who has been the most attentive individual that I have dealt with in a long time. He is so on his game. He is responsive, pragmatic, efficient and also quite funny. It has been an absolute pleasure to have him deal with our affairs.

Summer J.

5/5

During me and my partner buying our first property, we were recommended Aaron to help us with our mortgage process. We honestly can not thank Aaron enough for all the hard work and support he has given to us. Aaron is very organised and prompt, ensuring everything is dealt with as quickly as possible. His knowledge is exceptional, always having an answer to our questions. He has made the whole process completely stress free for ourselves and we will definitely be recommending Aaron to anyone looking for a mortgage advisor.
Thank you Aaron!

Holly A.

5/5

Sagee has been super helpful with our recent remortgage and also with my pension review. He explained everything in detail and made great suggestions. I feel very comfortable discussing my finances with him. He is professional and friendly. I will definitely recommend Sagee to anyone who needs help with their finances!