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.

BMSG Wealth Management

Independent Financial Advice for Everyone

INVESTMENT

PENSIONS

MORTGAGES & EQUITY RELEASE

INSURANCE

TAX/IHT

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

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

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.

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0151 662 0164

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Personally managed

John is an Independent Financial Adviser with over 17 years of experience in the financial industry. He is known for his personable and professional approach, offering expert advice across a range of financial matters.

John holds a degree in Economics and Mathematical Sciences, and is fully qualified to provide guidance on mortgages, investments, insurances, pensions, estate planning, and equity release. His extensive knowledge and dedication to client satisfaction make him a trusted adviser for those seeking to secure their financial future.

As seen in

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

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)(https://www.libf.ac.uk) and their awards can be viewed on our about (https://bmsgwealth.co.uk/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.