Bellamy Wealth Management - Fleet

Bellamy Wealth Management is a financial planning firm located at Address: 24 Northfield Rd, Church Crookham, Fleet GU52 6ED, United Kingdom. They can be reached at Phone: 7747111651 or through their website bellamywealthmanagement.co.uk.

This company specializes in financial planning, providing expert advice and guidance to help individuals and businesses achieve their financial goals. They offer a range of services, including online appointments, onsite services, and a wheelchair accessible parking lot and restroom, making it easy and convenient for clients to meet with them.

Bellamy Wealth Management is also committed to creating a welcoming and inclusive environment for all clients. They are a LGBTQ+ friendly and transgender safe space, ensuring that every client feels comfortable and respected.

According to Google My Business, Bellamy Wealth Management has received 12 reviews with an average opinion of 5/5. This is a testament to the high-quality service and care they provide to their clients.

Reviews of Bellamy Wealth Management

ian warden

5/5

Really happy with the service provided by Jason, first class service and I was kept fully informed throughout. Sorting your pension can be confusing and stressful, Jason took away the confusion and stress, highly recommend this man and company, I now have a plan for the future, tailored to me

Neil Wilkins

5/5

We have been clients of Jason Hansford for just over a year now and have always received an excellent service from him. We originally wanted some advice on how many more years we would have to work for, before being able to retire, but his comprehensive review ended up giving us news that was life-changing (in a good way)! Jason is always available to meet up, offer advice and help with any queries. We cannot praise him highly enough. Oh, and he makes a smashing cup of coffee!

Julie Brooks

5/5

So glad I made contact with Jason. Needed advice on short/long term financial planning and pension consolidation. His knowledge, guidance and recommendations allowed me to make informed decisions, which is a huge weight off my shoulders. I love the fact I can arrange regular appointments either at home or from Jason’s Fleet office. A positive experience, and very grateful to Jason and his team for their help and support over the past few months.

Lee Hossain

5/5

Extremely impressed by Jason's level of service. He is very genuine and very helpful in preparing me and my wife with our retirement planning. He has given me a no-rush and sincere service. My journey with him has not ended and we will continue to see him until we have reached our goal. Jason is one of those rare finds.

Matt B

5/5

I have had the pleasure of working with Jason to review my financial position over the past year in order to plan for retirement and consolidate various pension funds. Jason is approachable, thorough and responsive. This relationship has provided me with a clear insight into the measures required to reach retirement goals. I would recommend Jason to anyone considering a review of their financial position & retirement planning.

Peter Wearing

5/5

Been working with Jason over the past few months to review our financial position and future plans to ensure our financial position.
Jason was very knowledgeable and very approachable during this time - and has helped us tremendously.
I would highly recommend Jason to anybody that is considering their short and long terms financial goals

Andrew Hartley

5/5

Cannot thank Jason enough for all his help. Have pay off my mortgage 5 years early. He also sorted out all my pension. 5 stars is not enough.

John Andrews

5/5

A big thanks to Jason at Bellamy Wealth of Fleet, for his informative assistance and patience while guiding me through my drawdown application.
I know I will be contacting him again the next time I need financial advice and assistance.
Thanks again