Dronfield-based independent financial planners, Belmayne, are expanding their administration team to maintain service levels following continued growth.
The Derbyshire firm has appointed two new members of staff and promoted a third, to ensure clients continue to receive the high standards of advice and care they have come to expect.
Beth Holmes joins Belmayne as a personal assistant to partner, David Bashforth and planner, Chris Pond. Her role will include liaising with clients and referrers, managing their diaries and processing paperwork. She brings with her 12 years’ experience in the financial services sector, having worked at Aviva after studying accountancy and financial management at university.
Administration assistant, Emma Heath, again has a background in financial services, working previously for both independent financial adviser and wealth management firms. She is taking on a role that was filled by Jo Fantozzi, who joined Belmayne last year and has been promoted to personal assistant to partner, Jon Stevens.
Tracy Knight, Belmayne’s administration manager, said: “It is a pleasure to welcome two such experienced and enthusiastic ladies to our administration department and to see Jo progressing her career so successfully. All three have excellent sector knowledge and a passion for client care and I have no doubt they will settle into their new roles quickly, becoming valuable additions to our close-knit team.”
Established in 2004, Belmayne delivers quality, independent advice that adds true value to clients’ lives by focusing on the aspects of financial planning that can be controlled to create a fair, transparent proposition.