Our Advisers

Matt is BMSG’s founder and Director, with over 20 years of experience in the financial services. He is passionate about ensuring the company and its team of expert advisers continue to deliver trusted, high-quality services. In his own services, Matt specialises in life insurance, income protection, critical illness cover, private medical insurance, mortgages, and helping clients with general financial planning to safeguard their futures. As BMSG’s Director, Matt has a real entrepreneurial drive which, combined with his wealth of industry experience, pushes him to ensure all of BMSG’s clients receive clear, practical, and personal advice designed to

James offers a wide range of advice across various financial services including pensions, investments, Equity Release, mortgages, tax, inheritance tax and estate planning. As well as holding professional qualifications with the London Institute of Banking and Finance, he has been awarded Chartered Status by the London Foundation for Banking and Finance. Chartered advisors have demonstrated themselves to be highly qualified, very experienced and committed to the highest professional and ethical standards. James specialises in pensions, investments, and the more complex areas of tax and estate planning. He is also BMSG’s Managing Director and has responsibility for the firm’s compliance with financial services regulations.

Dan is an Independent Mortgage & Protections Adviser with over a decade of experience. He offers personalised advice tailored to your situation and enjoys working with clients to help them meet their financial goals. Dan offers a range of advice services across mortgages and protections, and specialises in supporting clients with self-employed income and helping families create insurance and protection plans to protect what matters most. He is based in the across Northampton and Peterborough. His services begin with a friendly, no-obligation, one-to-one meeting to discuss your financial situation and goals. Get in touch with Dan today via the details listed above.

George is a Financial, Mortgage, and Protection Adviser based in Manchester, working with clients across the UK, with a strong presence in Manchester, Rutland & Lincolnshire, and Central London. He helps individuals, families, and business owners secure their financial future through clear, tailored, and independent advice. As an Independent Financial Adviser, George works directly with clients to provide unbiased, whole-of-market solutions that align with their life goals and financial ambitions. Whether you are buying your first home, planning for retirement, protecting your family, or looking to pass on your wealth efficiently, George offers expert guidance every step of the way. Areas of expertise include: • Mortgages – Advising across the Residential, Buy-to-Let, Second Charge, and Commercial markets, George navigates the complexities of the lending landscape to find the right solution for your individual or business needs. • Protection – Safeguarding you and your loved ones with income protection, life cover, and critical illness plans. • Investments – Building tax-efficient portfolios based on your objectives and risk appetite. • Pensions – Ensuring your retirement plans stay on track with smart, flexible pension strategies. • Inheritance Tax Planning – Helping you preserve your wealth for future generations. George takes pride in delivering a personal, relationship-based service built on trust, transparency, and long-term value. His commitment is to make financial planning straightforward, ensuring clients feel informed, supported, and confident about their future.

Emma has worked in the mortgage industry since 2011, spending several years as a mortgage adviser across a variety of sectors before moving into an administrative role after starting a family. With strong industry knowledge and excellent organisational skills, Emma now supports Dan across all areas of mortgage administration. Having first met Dan over 10 years ago, she plays an important role in helping clients move smoothly through the mortgage process, liaising with customers, lenders and solicitors along the way. Friendly, approachable and highly organised, Emma enjoys building relationships, supporting clients and helping keep everything on track behind the scenes. Outside of work, Emma is kept busy by her three young children and enjoys concerts, gigs, family days out and socialising with friends.

I bring over 20 years of experience in business, sales and customer relationships. Having owned and operated businesses across the tyre and construction sectors, I understand the day-to-day challenges business owners face. Over the past six years, I’ve also built websites and apps and helped businesses use AI to improve the way they work. I enjoy getting to the heart of a problem and finding practical solutions, whether that means improving a process, creating a management system or making better use of technology. At BSMEG Wealth, I bring that mix of commercial and technical experience to conversations with clients. If a business needs help thinking through its systems or managing a technology project, I can offer a practical perspective grounded in experience of running a business myself. Outside of work, family is hugely important to me. I’m also a football and golf fan, and I bring a down-to-earth approach and a sense of humour to what I do.