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Welcome…

Bobby Dhanjal Wealth Management is a leading national firm of Financial Advisers, located in Meridian Business Park. We aim to serve the needs of businesses, professionals and families throughout the country.

Our focus is on providing wealth management services encompassing wealth creation, wealth accumulation, wealth transfer and wealth preservation throughout all stages of an individuals, family and business lives and that is best achieved through an unbiased viewpoint.

Our priority and focus is on shielding our client’s wealth and protecting their lifestyles, while delivering a highly personalised and bespoke service.

Our financial advice is designed to be sustainable, ensuring our plans will remain effective in the future, despite changes to your circumstances. We work with additional professional bodies including solicitors and accountants, allowing us to offer you a holistic wealth management service.

Our company is distinguished by our personal service, we offer the benefit of a single relationship for all your financial needs.

On behalf of BDWM, we invite you to learn more about our bespoke investment philosophy and endearing personal service.

We would like to thank you for taking the time to consider our services and proposition.
Should you choose to engage our services, we look forward to building a strong and rewarding relationship with you.

Bobby Dhanjal
Principal of Bobby Dhanjal Wealth Management
Mobile: 07500 015 151

Statement of values

Innovation
To introduce new ideas and ventures that have the scope to change the financial services industry

Leadership
To ensure BDWM and all individuals part of BDWM lead from the front and focus on being leaders within the industry

Service Excellence
To ensure BDWM provides a level of service to all clients that is renowned for its class and excellence on an ongoing basis

Commitment
Commitment to its clients, staff, industry and partners to ensure the firm is rolling out new initiatives that can enhance its overall proposition

Respect
Giving respect and recognition to self and others and maintain levels of professionalism, trust and ethics of the firm, both internally and externally

Consistency
Be consistent in delivering what has been promised. Consistency in performance, delivery and ethics

Accountability
Taking responsibility for our actions that influence the lives of BDWM clients, staff and professional partners

Efficiency
Being efficient and effective in our approach to give the ‘right’ solution each time

Collaboration
Collaborating internally to deliver market-leadings propositions and collaborating with external parties to enhance BDWM’s overall proposal and service offering

Fun
Having fun and celebrating small successes in our journey and upon achieving our goals and objectives

 

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