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BMSG Wealth Management

Independent Financial Advice for Everyone

Financial advice helps people achieve their financial goals by ensuring they have plans that are suitable and sustainable.

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It covers all elements of financial planning including protection (insurance), investments and pensions as well as more complex matters such as Inheritance Tax.

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BMSG can assist clients at all stages of their life’s journey. So, if you are just starting out, fully retired or anywhere in between, we would welcome the opportunity to discuss your plans and objectives.

Speak to a team member now
0330 043 0057

or

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Technology driven, personally managed

To reduce costs and increase efficiency, BMSG utilises an integrated variety of technology solutions.

This reduces the need for clients to visit offices or host home visits as most interactions can be managed remotely. These efficiencies allow BMSG to offer lower charges than might otherwise be required.

As seen in

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What our clients say

I have only been with BMSG Wealth Management for a short period of time and to date it's my opinion that they are focused on securing the best possible financial future for their clients. They are regularly in contact about your investments and if there is anything that needs to be looked at to secure a better financial retirement they are very responsive. First class service.

Alan

Frequently asked questions

  • Whose products do you advise on?
    BMSG is completely independent and can therefore source and recommend financial products from the whole of market; our aim is to find the right solution for you.
  • If your advisors are Chartered, what does that mean?
    Chartered status is a recognition of professional excellence and is awarded by an independent body. Our Chartered advisors are all Chartered Associates of the London Foundation for Banking and Finance (https://www.libf.ac.uk) and their awards can be viewed on our about page. The award indicates that an individual has not only achieved the highest level of relevant academic qualifications, but has also demonstrated excellent service over a number of years. Chartered advisors are required to maintain suitable and up to date industry knowledge via the Continuing Professional Development (CPD) regime.
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