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Financial Planning

We firmly believe that planning for a secure future, be it for yourself, your family, or your business, is one of the most important steps you will ever take.

We appreciate that your financial situation is unique, and therefore if financial advice is to be truly valuable it must be based on a comprehensive detailed overview of your financial circumstances. However, unless your plans are acted upon and regularly reviewed, changes in your circumstances or the effects of inflation may erode their value.

In addition to our expertise we have access to specialists within BDWM, as well as links with other professional bodies including solicitors and accountants, thus enabling us to offer you a holistic wealth management service designed to meet both your short and long-term needs.

This information outlines our range of wealth management services and expertise which we are sure you will find informative in establishing effective ways to protect and enhance your future prosperity. We very much look forward to building a professional and valuable relationship with you in the future.

A HOLISTIC WEALTH MANAGEMENT APPROACH

We offer you the benefit of a single relationship to meet all of your financial needs, whether your priority is to:

  • Build and preserve capital
  • Manage cash and borrowings
  • Gain financial protection against risk

We can also provide access to an integrated suite of banking services with current, savings and borrowing accounts through the telephone or internet. We have a specialist integrated wealth management platform, where all your online banking accounts can be centralised using one log in and password.

If you’re looking for expert financial planning advice call us today on 0116 282 5137

The value of your investment can go down as well as up and you may not get back the full amount invested