Bellamy Wealth Management
Personal wealth management and financial planning advice for individuals and families in the UK
Highlights
- Young companyFounded 2022
- New on EvolcAdded 2026-11-10
About Bellamy Wealth Management
Bellamy Wealth Management provides personalised wealth management and financial planning advice, including support to build, grow, protect and preserve wealth. Specialist services such as wills, tax, legal advice, insurance and corporate lending are provided through a network of selected specialists.
The firm serves clients seeking advice for their financial circumstances and objectives, with ongoing advice and regular reviews. It is a St. James's Place appointed representative and advises on the group's wealth management products and services.
Bellamy Wealth Management Limited was founded in 2022 and is headquartered in Royal Wootton Bassett, with an office in Cornwall. Its team includes financial planners, advisers and technical and client services staff.
Product: Personalised wealth management and financial planning advice, with access to selected specialists for additional services.
Jobs at Bellamy Wealth Management
Leadership
- Karla Bellamy · Business Owner and Financial ControllerSource: company website
- Jon Bellamy · CEO & Chartered Financial PlannerSource: company website
- Michael Harper · Managing DirectorSource: company website
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