Dronfield-based independent financial planners, Belmayne, are bidding a fond farewell to a highly regarded team member, who is retiring after 30 years in the profession.
Since joining the firm in 2020, financial planner, Cathy Smith, has been listed consistently in the VouchedFor Top Rated Financial Adviser Guide. She now intends to spend more time with her family.
Cathy is handing over her clients to fellow financial planner, Melanie Shaw, to provide consistency and continuity of service. The pair have been working closely together to ensure a smooth transition and allow Melanie to develop her knowledge of each individual’s circumstances, financial objectives and personal preferences.
Melanie said: “It has been really interesting to see how Cathy approaches meetings and I’ve learned a great deal from shadowing her for the past few months. She has remained committed to delivering positive outcomes for clients and the guidance and insights she has provided mean I can move forward with strong foundations to support their ongoing needs.”
Cathy spent most of her working life in banking, where she eventually trained as a financial planner. She moved to an independent advisory firm in Chesterfield in 2015, before joining Belmayne. She has designed her own retirement to coincide with her husband’s and they now intend to spend more time walking, cycling and supporting their teenage boys.
Martin Birch, Belmayne’s managing partner, added: “Cathy has been a dedicated and active member of our team for the last six years and we’re very sorry to see her go. Her careful preparation has ensured a seamless transfer of clients to Mel and we are very grateful for the guidance she has provided. Cathy will always be a member of the Belmayne family and we wish her a long and very happy retirement.”
