Jon started his profession within Financial Services in 1998 and has since developed considerable skills and abilities in all aspects of Wealth Management. This ranges from simple saving and Investment Planning to the more complex areas of Retirement Planning, Inheritance Tax and Corporate Planning.
Jon has qualified as a Chartered Financial Planner and is also a Fellow of the Chartered Insurance Institute, which means he has satisfied rigorous criteria relating to professional qualifications and ethical good practice. This means you can be confident that you are dealing with one of the UK’s leading advisers who is wholly committed to providing you with the best possible advice, service and support.
Jon’s principle aim is to provide a high-quality service to his clients and to those who matter to them based not only on his own considerable expertise but also drawing on the wealth of support and expertise available to him as a Senior Partner Practice of St. James’s Place Wealth Management.
After working in the Advertising Industry for 15 years Colin decided to join the Financial Services in 1993.
Colin began as an adviser with Prudential before moving to Wesleyan working predominantly with Medical Professionals. During this time Colin gained an excellent understanding of the typical concerns they face and has an in-depth knowledge of the NHS Pension Scheme. He became a Financial Consultant with Bellamy Wealth Management in 2015.
Colin is committed to taking the time to build a relationship with clients by getting to know their individual situation and creating a bespoke financial plan that will help them achieve their goals.
Paul joined Bellamy Wealth Management in 2018 as a Financial Consultant bringing over 20 years’ of experience in the financial services.
Paul sees the role of a Financial Consultant as someone who helps their clients achieve their goals through a financial planning journey, by listening to clients aspirations and understanding their goals.
Paul looks to build trusting relationships with all his clients and he always endeavors to offer the highest quality service for their financial needs.
Paul holds a diploma and is now studying towards becoming a Chartered Financial Planner.
Rhian started to work in the Financial Industry in 2015 when she decided to change her career path from Government Policy and Communications to the Financial Industry.
Rhian gained her Level 4 Diploma in Financial Planning.
Rhian takes pride in her priority to build exceptionally strong, trusted and lasting rapports with clients. She aims to provide her clients with peace of mind regarding their personal financial affairs while these evolve over the years.
Rhian’s advice covers all areas of Wealth Management including but not limited to retirement planning, wealth protection, saving and investment planning.
Neil holds over 35 years of experience in Financial Services.
Neil has worked with multiple generations of clients. He takes pride on his emphasis on building and maintaining long term relationships and working closely with his clients to provide the highest standard of advice, as they and their financial needs evolve over the years.
In his spare time Neil enjoys playing both football and tennis while also following his wife and sons sporting achievements too!
With over 25 years of experience in the Financial Services, John joined St. James's Place in 2003.
John takes pride in his specialist advice to clients on their financial matters by ensuring clients are aware of the products that best meet their needs.
John also has a passion for football and is a season ticket holder at Forest Green Rovers and also enjoys following cricket.
With over 25 years’ experience in Financial Services, Jason joined Bellamy Wealth Management in 2017 as Operations Manager.
Jason is responsible for supporting Jon in running the operation and most importantly being on-hand to support our clients.
Cheryl joined Bellamy Wealth Management in 2013 bringing with her a wealth of experience from her previous roles in Financial Services. Cheryl started as Jon’s Personal Assistant and became Practice Manager when the business expanded.
Cheryl has now taken on the role of Paraplanner and enjoys the technical aspects of her role which involves working with the Financial Consultants to design bespoke financial planning solutions for our clients. She also enjoys the variety of work the Practice and St. James’s Place offers and the opportunity it affords to build a rapport with their clients over time.
Cheryl is currently studying to gain further knowledge in the Financial Sector.
Natalie joined us in early 2015 following a career in Internal Audit in the public and financial services sectors.
Natalie provides support to the team in her role as the Practice PA and is the primary contact for our clients. This helps to enable the Practice to meet its objectives of being able to provide a quality service to our clients.
In addition to this, Natalie also has the role of coordinating events and seminars that are held so that we are able to keep our new and existing clients informed.
Aside from work Natalie is a governor at her local primary school and enjoys spending time with her Tibetan Terrier Axel.
Leanne joined Bellamy Wealth Management in 2015 to work alongside the team to coordinate development and implementation of new procedures to aid the smooth running of the office. Previously Leanne has over 10 years of experience in the secretarial and administrative sector.
Leanne is now in charge of account management specialising in withdrawals. She has developed a great reputation both within our team and with the clients as a capable and able source of support who greatly adds to the way in which we are able to care for clients and help them achieve their objectives.
Leanne enjoys travelling and has backpacked across the world. She also likes to keep active.
Mona joined Bellamy Wealth Management in 2018 bringing over her First Class Degree from Imperial College London and wealth of experience from previous roles in Compliance and FCA Regulated companies.
Mona plans to study further financial and internal qualifications in order to develop her knowledge and with that her career with Bellamy Wealth Management.
Steve holds over 25 years experience in the Financial Services but retired in 2017 as a consultant.
Steve continues to work with Bellamy Wealth Management as Technical Support to the team.
Karla became a Director of Bellamy Wealth Management Ltd at the beginning of 2014.