About us
Independent Financial Advice for Everyone
Who are BMSG Wealth Management?
We are a totally independent national firm of regulated financial advisers dedicated to helping you achieve your financial goals. We use cutting edge technology and state of the art back-office systems, along with excellent old fashioned customer service, to allow you to get the very best out of your relationship with us.
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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Our first ‘meeting’ is always free and without obligation. We want to fully understand your aims and goals before we introduce you to how we work. Once we have agreed (and started) your financial solution, we will provide regular reviews and updates. We will help you adapt your plans to your needs.
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We pride ourselves on providing world-class financial advice to everyone – so get in touch and let’s see how we can help you with your financial goals.
BMSG Wealth Management provides financial advice, guidance and support, which it believes should be available to everyone.
It is focussed on providing a dedicated service to clients delivered in a way that best suits them.