Cathy Smith
Belmayne Independent Chartered Financial Planners LLP
Minimum savings/pensions: Any amount
0330 038 8939
Based in Dronfield
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: September, 2017
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Cathy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Cathy's status
Last checked: 09 April 2025
Cathy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Cathy's status
10
Recent Client Reviews
Cathy has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Cathy has received 10 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 20 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Cathy has not yet added their qualifications to their profile
Qualifications not yet added
Cathy has not yet added their qualifications to their profile
Transparent Fees
Cathy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Cathy has provided information on their typical fees
Cathy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
11
Positive First Impressions
91% of VouchedFor users have had a positive (4 or 5 star) first experience with Cathy (based on 11 first impressions)
91% of users who are not yet clients had a positive first experience with Cathy
91% of VouchedFor users have had a positive (4 or 5 star) first experience with Cathy (based on 11 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Cathy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Cathy's status
Last checked: 09 April 2025
Cathy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Cathy's status
10
Recent Client Reviews
Cathy has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Cathy has received 10 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 20 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Cathy has not yet added their qualifications to their profile
Qualifications not yet added
Cathy has not yet added their qualifications to their profile
Transparent Fees
Cathy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Cathy has provided information on their typical fees
Cathy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
11
Positive First Impressions
91% of VouchedFor users have had a positive (4 or 5 star) first experience with Cathy (based on 11 first impressions)
91% of users who are not yet clients had a positive first experience with Cathy
91% of VouchedFor users have had a positive (4 or 5 star) first experience with Cathy (based on 11 first impressions)
Cathy Smith I hold 25 years financial services experience and firmly believe in providing my clients with the best possible customer service. I offer totally independent advice to my clients, providing bespoke solutions to their financial requirements. I am committed to building long term trusted and professional relationships with my clients through regular holistic financial reviews taking account of goals and aspirations both now and in the the future. I offer a relaxed and personable approach to financial planning and always use language which is appropriate to my clients experience, checking their thorough understanding at each stage of the interview. I am accustomed to dealing with clients from all walks of life, all levels of wealth and experience and aim to make their journey into the world of financial planning as easy and seamless as possible. Contact Cathy through VouchedFor and receive a free one hour initial consultation
Offers available through VouchedFor
Contact Cathy through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Cathy's clients
Based on responses provided by clients who have reviewed this adviser
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Adviser Disclaimer
Authorised & Regulated by the Financial Conduct Authority. Belmayne Independent Chartered Financial Planners is a trading name of Belmayne Independent Financial Services LLP, a Limited Liability Partnership.