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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0161 399 2945

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Personally managed

Wen is a Financial, Mortgage and Protection adviser based in Manchester and Liverpool. She focuses delivering a top-quality service and sound advice to her clients. She provides holistic personal financial needs from Mortgages, Insurance, Pensions and Investments.

Wen is a specialist in assisting Chinese and Hong Kong clients living in UK. She is passionate about tailoring bespoke financial products and plans to meet their needs. Not only does she help them to obtain a Residential Mortgage, getting right protections for their loved ones, and setting up Family Financial Plans to achieve their future financial goals; but also helps with Buy to Let Mortgages, Commercial Mortgages, Pensions and Investments. Wen has experience with complex cases and always helps clients to achieve the best results.

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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

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.