Business Details
22 Years
experience
Expert Financial Planning Services in Dronfield
Established in 2004, we are an award-winning, family-oriented financial planning business based in Dronfield, North East Derbyshire. Our ethos centres on delivering independent, evidence-based advice tailored to individual client needs. With over 100 years of combined experience, our Chartered Financial Planners prioritise transparency, cost efficiency, and long-term client relationships. We specialise in retirement planning, investment management, and estate planning, adhering to strict ethical standards regulated by the Financial Conduct Authority. Our team of designated members holds prestigious accreditations, ensuring clients receive expert guidance aligned with evolving financial regulations and personal circumstances. 
Services
Retirement Planning
Investment Management
Family Protection
Estate Planning
Mortgage Advice
Details
- Year established: 2004
Highlights and features
- We offer evidence-based investment strategies to minimise costs and maximise returns.
- Our Chartered status demonstrates industry-leading expertise and ethical standards.
- Transparent fee structure with ongoing total fees approximately 1.3% per annum.
- Personalised financial plans reviewed annually to adapt to changing circumstances.
- Decades of combined experience in navigating complex financial regulations.
Associations and certifications
- Chartered Insurance Institute
- Financial Conduct Authority (FCA)
What people say
Expert guidance
Transparent fee structure
Personalised service
Long-term planning
Trustworthy advisors
Services
Retirement Planning
We create tailored retirement strategies considering current savings, lifestyle goals, and evolving pension regulations. Our planners analyse your financial position to ensure adequate funds for retirement. By reviewing existing pensions and tax allowances, we develop realistic plans to achieve your desired post-work lifestyle.
Investment Management
Our evidence-based approach utilises low-cost index funds diversified across asset classes. We assess risk tolerance and investment horizons to create optimal portfolios. Regular reviews ensure strategies adapt to market changes while maintaining cost efficiency through negotiated provider discounts.
Estate Planning
We design comprehensive plans to preserve family wealth across generations. Services include inheritance tax mitigation, trust creation, and care cost planning. Our strategies ensure smooth asset transfer while minimising tax liabilities through tailored legal documentation and ongoing reviews.
Family Protection
We establish protection policies covering life cover, critical illness, and income protection. By analysing existing provisions and future needs, we create safety nets to safeguard families against financial hardship during unexpected life events.
Mortgage Advice
Our independent advisors compare market options to find suitable mortgage products. We explain complex terms clearly and provide lifetime mortgage solutions while ensuring clients understand repossession risks through comprehensive affordability assessments.
People
David Bashforth
Designated Member
FPFS-accredited planner with expertise in complex pension transfers and health insurance solutions, prioritising client-centric financial strategies.
Jon Stevens
Designated Member
APFS-qualified advisor known for thorough pension analysis and building long-term client relationships through transparent communication.
Ben Smalley
Designated Member
APFS-certified planner specialising in retirement strategies, praised for approachable manner and successful investment guidance during market volatility.
Martin Birch
Designated Member
FPFS MCSI-accredited expert in early retirement planning, providing continuous financial monitoring to ensure clients maintain desired lifestyles.
Questions
What financial services does Belmayne offer?
We provide retirement planning, investment management, estate planning, mortgage advice, and protection policies tailored to individual needs.
How much do your financial planning services cost?
Our ongoing fees are approximately 1.3% per annum, with transparent pricing covering investment management and platform costs.
Can I meet with a financial planner remotely?
Yes, we offer remote meetings via video call or phone for client convenience.
Are your financial planners Chartered professionals?
Yes, our team holds Chartered status from the Chartered Insurance Institute, ensuring high expertise standards.
How do you approach investment planning?
We use evidence-based strategies with low-cost index funds, focusing on asset allocation aligned with your risk tolerance and goals.
