Sagee Abuebid Bellamy Wealth Management Ltd

Sagee Abuebid Bellamy Wealth Management Ltd We specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages.

Happy Christmas to all from me and my better half! We hope you’ve had a merry one so far! 🎅🏼
25/12/2024

Happy Christmas to all from me and my better half! We hope you’ve had a merry one so far! 🎅🏼

Can you guess what day it is in the office??We are in full Christmas mode currently! Which jumper looks the best?!
11/12/2024

Can you guess what day it is in the office??

We are in full Christmas mode currently! Which jumper looks the best?!

Thrilled to share that I’ve passed my Long-Term Care exam! 🎉 This achievement allows me to provide even deeper expertise...
06/09/2024

Thrilled to share that I’ve passed my Long-Term Care exam! 🎉

This achievement allows me to provide even deeper expertise and support for my clients as they navigate important care decisions for themselves and their loved ones. Here’s to taking care of what truly matters!

🌟 Client Feedback 🌟I am truly honored and humbled to receive such kind words from a valued client. Working as a financia...
25/07/2024

🌟 Client Feedback 🌟

I am truly honored and humbled to receive such kind words from a valued client. Working as a financial adviser, my primary goal is to provide exceptional service and personalized guidance that resonates with each client’s unique goals and concerns.

Feeling grateful and motivated by the kind words from our amazing client! 🙌. I’m thrilled to have made a positive impact...
29/09/2023

Feeling grateful and motivated by the kind words from our amazing client! 🙌. I’m thrilled to have made a positive impact, and i look forward to the future

I am thrilled to receive yet another outstanding review from a client! Assisting individuals in making informed financia...
12/09/2023

I am thrilled to receive yet another outstanding review from a client! Assisting individuals in making informed financial choices is truly my passion. ⭐️⭐️⭐️⭐️⭐️

CASH IS KING! RIGHT?………Unfortunately not.The key to beating inflation and protecting your money’s purchasing power is be...
31/08/2023

CASH IS KING! RIGHT?………

Unfortunately not.

The key to beating inflation and protecting your money’s purchasing power is best achieved by investing in assets that produce a higher rate of return than inflation. 
 
When investing in the medium to long term, equities have consistently demonstrated their ability to do just that. The chart below shows us how equities can outperform cash in terms of beating inflation.

Whilst last weeks announcement by the ONS showed that the rate of inflation has slowed to 6.8%, it is still relatively h...
22/08/2023

Whilst last weeks announcement by the ONS showed that the rate of inflation has slowed to 6.8%, it is still relatively high when compared to historical levels.

Actively managing your savings by investing may be the best way to protect your money from the eroding effects of inflation.

You may not notice its effects in the short term, but as time marches on you may start to feel the squeeze. We can see from the example below that if left to gather dust, the real value of cash kept saved under the mattress of £10,000 can drop to under £5,000 in just twenty years due to a steady rate of inflation of 4%.

Preserving the real value of your savings is best achieved by investing in assets which generate higher returns than inflation.
Don't leave your financial future to chance. Take control of your investments today by speaking with a SJP Partner.

The value of your investment can go down as well as up. You could get back less than you invested.
This material is not a recommendation, or intended to be relied upon as a forecast, research, or advice.
St. James's Place Representatives represent only St. James's Place Wealth Management pl, which is authorised and regulated by the Financial Conduct Authority.

SJP Approved 15/08/23

Last week me and my glamorous assistant Natalie Onslow held carrousel financial education sessions to year 10s, at Kings...
18/07/2023

Last week me and my glamorous assistant Natalie Onslow held carrousel financial education sessions to year 10s, at Kingsbury Green Academy in Calne. We tried to make the session as interesting as possible, after all it was a Friday.

We really feel that money management just isn’t taught enough in schools these days, so by holding these sessions, students can start their adult life off without money worries.

All of the students were really engaged with some very good responses to the questions we asked them. Thank you Catherine Young for organising the day!!

Just wanted to share my exam story with you all, some of you may know that once you become a qualified adviser there is ...
23/05/2023

Just wanted to share my exam story with you all, some of you may know that once you become a qualified adviser there is always more to learn. My goal is to be a chartered financial planner and to do this I have to pass another 7 more exams to achieve chartered status, so this is the first of many!

Address

Coped Hall, Swindon, SN4 8
Wootton Bassett
SN48DP

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4:30pm

Telephone

+441793975900

Alerts

Be the first to know and let us send you an email when Sagee Abuebid Bellamy Wealth Management Ltd posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share