Dronfield-based Belmayne, an independent firm of chartered financial planners, has appointed Greg McMillan as its second trainee financial planner as part of its plan to train its own advisers. The firm announced the appointment on 23 September 2026.
Greg will learn retirement and wealth planning while working towards his professional qualifications. He is being mentored by managing partner Martin Birch, who is helping him through the Chartered Insurance Institute (CII) diploma, and his role includes liaising with Martin’s clients and helping him prepare for review meetings.
From asphalt to advice
In the eight years since he completed his degree, Greg has held administrative and customer-facing roles, most recently in product manufacturing and quality assurance for a Sheffield-based sustainable asphalt manufacturer.
Greg said: “It has been my goal to enter the financial sector for the last couple of years and I have been actively pursuing professional qualifications, whilst trying to find a foot in the door. When the opportunity arose to meet Martin, I could see working and training at Belmayne would be fantastic.”
Martin Birch said: “Training financial planners ‘the Belmayne way’ is part of our long-term growth plans and we’re happy to welcome Greg on that journey. At our initial meeting, he impressed us with his enthusiasm and knowledge of the industry and he’s continued to show initiative and drive since joining us fulltime.”
More appointments are in our people section, and more from the region’s financial firms is in finance.