Business Details
22 Years
experience
Trusted Financial Advisers in Dronfield | Belmayne IFA
Belmayne IFA, established in 2004, is a family-oriented financial advisory firm based in Dronfield, North East Derbyshire. Our ethos centres on delivering independent, client-focused financial planning services that prioritise long-term relationships and evidence-based investment strategies. With Chartered status awarded by the Chartered Insurance Institute, we combine over 100 years of collective experience to create tailored financial solutions for individuals, businesses, and professionals.Our team of certified financial planners adheres to the highest regulatory standards under the Financial Conduct Authority (FCA), ensuring transparency, ethical conduct, and comprehensive coverage of retirement planning, investment management, and estate planning. We distinguish ourselves through a commitment to cost efficiency, behavioural coaching, and proactive financial guidance that adapts to evolving client needs and regulatory changes.
Services
Retirement Planning
Investment Management
Family Protection
Estate Planning
Mortgage Advice
Business Financial Planning
Personal Injury Compensation
Divorce Financial Planning
Details
- Year established: 2004
Highlights and features
- We hold Chartered Financial Planner status demonstrating industry-leading expertise
- Our evidence-based investment approach minimises costs and maximises long-term returns
- We offer transparent, tiered fee structures with family investment consolidation benefits
- Our team has over 100 years of combined financial planning experience
- We provide behavioural coaching to maintain disciplined investment strategies during market volatility
Associations and certifications
- Chartered Insurance Institute
- Financial Conduct Authority (FCA)
What people say
Expert tailored advice
Transparent fee structures
Proactive financial guidance
Chartered professionals
Long-term relationship focus
Services
Retirement Planning
Our retirement planning service creates customised strategies to ensure financial security during retirement. We analyse existing pension arrangements, assess lifestyle goals, and develop tax-efficient withdrawal plans. With expertise in evolving pension regulations, we help clients navigate complex decisions about their retirement income options.
Investment Management
We implement evidence-based investment strategies using low-cost index funds tailored to individual risk profiles. Our approach focuses on asset allocation, cost efficiency, and long-term growth while maintaining diversification across global markets to optimise returns for clients.
Estate Planning
Our estate planning service addresses wealth preservation and intergenerational transfer. We help clients establish trusts, implement inheritance tax mitigation strategies, and create comprehensive plans for family wealth protection while considering both personal and business asset requirements.
Business Financial Planning
We provide tailored financial solutions for business owners including succession planning, profit withdrawal strategies, and workplace pension schemes. Our services help business leaders align personal financial goals with company objectives while ensuring continuity and tax efficiency.
Personal Injury Compensation
Our specialist service designs financial plans for personal injury compensation recipients. We create structured payment solutions, advise on tax implications, and develop long-term financial security strategies that address the unique needs of individuals receiving injury-related compensation.
People
David Bashforth
Chartered Financial Planner
With extensive experience in financial planning, David specialises in complex pension transfers and retirement strategies. He holds the Fellow of the Personal Finance Society (FPFS) designation and prioritises client-focused solutions.
Jon Stevens
Chartered Financial Planner
Jon provides expert financial advice with a focus on investment management and estate planning. As an Associate of the Personal Finance Society (APFS), he combines technical expertise with a client-centred approach.
Ben Smalley
Chartered Financial Planner
Ben specialises in retirement planning and investment strategies, bringing technical excellence to client solutions. His APFS designation reflects his commitment to professional standards in financial planning.
Martin Birch
Chartered Financial Planner
Martin offers expert guidance on pension consolidation and retirement income planning. As a Fellow of the Personal Finance Society with MCSI status, he combines regulatory expertise with practical financial solutions.
Questions
What financial planning services do you offer?
We provide comprehensive services including retirement planning, investment management, estate planning, business financial advice, and specialist support for personal injury compensation and divorce-related financial matters.
Are you regulated financial advisers?
Yes, we are Authorised and Regulated by the Financial Conduct Authority (FCA) and hold Chartered status from the Chartered Insurance Institute, ensuring adherence to the highest professional standards.
How do your investment strategies work?
We use evidence-based investing with low-cost index funds, focusing on asset allocation and cost efficiency. Our approach avoids active management underperformance while maintaining diversified global market exposure.
What fees do you charge for your services?
Our transparent tiered fee structure starts at approximately 1.3% annually, covering service costs, investment management, and platform fees. Family investment consolidation offers additional cost benefits.
Can you help with business financial planning?
Yes, we specialise in business owner financial planning including succession strategies, profit withdrawal optimisation, workplace pensions, and business protection solutions tailored to corporate needs.
Do you offer a free initial consultation?
Yes, we provide a complimentary initial consultation to assess your needs and explain our award-winning service, which can be conducted at our Dronfield office or your preferred location.
