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.
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.
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Frequently asked questions
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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.
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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.