Top team offers the finest financial advice

BLAIRGOWRIE business is celebrating its 15th anniversary and the recruitment of a new staff member. Ann Bellingham Financial Services is an independent firm directly authorised by the Financial Conduct Authority. Over the years, the company has gone from strength to strength. Ann Bellingham, principal at the company, has 34 years of experience in the financial services profession. She said “In the past 15 years, we have worked with other professionals, such as solicitors and accountants in Perthshire and Dundee, to offer all of our clients a complete financial planning service. Ann is joined by a strong team, recently bolstered by the introduction of Shona Forrest. Shona said “While I enjoyed working for RBS, I felt the time was right to develop my skills with Ann Bellingham Financial Services. I am embracing the opportunites that an independent financial planner has to offer their clients, old and new, and thoroughly enjoying working in a professional, friendly and enthusiastic environment.” Shona joins Deborah Pol, a private client manager, who has more than nine years’ financial services experience. Deborah added “After establishing and defining our clients’ main objectives, we guide and support them through a six stage process, culminating in providing them with their own bespoke financial plan. This is monitored closely by the team, discussed and explained clearly in simple terms during their planning review meetings throughout the year.”

Deborah is also continuing to develop her qualifications through the Chartered Insurance Institute. Colleague Larry Hansen has been a paraplanner with Ann Bellingam Financial Services for five years, providing extra support. Ann said “I appreciate how fortunate I am to be able to work with such talented, committed and caring individuals like Fiona, Deborah, Shona and Larry”.