HERE TO HELP
Our aim is to help individuals and businesses to achieve their financial goals. We believe that we can have a positive financial impact on your future self. We do that by putting you at the heart of everything that we do. Our approach is straightforward – Listen first and speak last.
Using our talented team of people to get the most positive outcome for you, and by using the latest technology, we develop a practical plan designed to help you meet your objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Our Services
AUTO ENROLMENT
Auto enrolment helps people save for later life through a workplace pension.
MORTGAGES
Mortgages are one of the largest single transactions in most people’s lives.
PENSIONS
Designed to enable you to save enough money so you can live comfortably in retirement.
PROTECTION
The benefits of insuring ourselves against undesirable events cannot be overlooked.
SAVINGS & INVESTMENTS
From childhood, most of us are told to put away money to save for the future.
General Insurance
Whether you rent or own your home, insuring it is the right thing to do.
Wills & Trusts
If you die without a Will, then the government will decide who will inherit your estate.
Final salary schemes
Final salary schemes are a type of defined benefit pension scheme that are offered by employers.
Testimonials
“Friendly, expert and professional. Definitely feel that my financial adviser is on my side and genuinely looking after my best interests”
Tom
“Excellent – 1st rate service and performance. Great monthly and economic reviews emailed and excellent professional annual reviews. Available anytime to discuss any question that you may have regards your fund.”
David Greenhaigh
“Very informative and keeps a close eye on all aspects of my pension. Newsletters are sent out on a regular basis, ensuring I am kept well advised. Would strongly recommend using this service for all aspects of financial investments.”
Lee Davenport
Want to know more?
To find out more or to arrange a meeting with us, please call
0345 009 1969, or email info@bdwealth.co.uk