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B.W. (Financial Consultants) Ltd

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B.W. (Financial Consultants) Ltd

Overview:

We are Financial Consultants based in Penn, a Buckinghamshire village. Our aim is to provide a very personal, holistic and customised service to our clients who are drawn from various backgrounds including small owner managed companies. We are specialists in advising trustees on investment and work closely with our clients appointed chartered tax consultants and solicitors to provide a complete solution to their financial needs.

Our services include:
» Investment Planning
» Retirement Planning
» Inheritance Tax Planning
» Employee Benefits
» Protection
» Investing For Trusts

We start with a FREE initial meeting to capture your requirements. This is followed by a written communication to identify areas where we can help. A full report follows and an implementation plan is agreed with the client. We expect to have regular reviews with our client.
We are independent advisors and work with a range of products. We will make a recommendation based on your needs.

History:

The company was founded by Nigel Wright and Jeremy Blakeley in 2000. Both were directors of a provincial firm of IFAs. Collectively they have over 60 years of experience in the financial services industry and hold advanced qualifications from the Chartered Insurance Institute.
The company was created to provide holistic independent financial advice to a select number of clients. We continue to build close personal working relationships with our clients and aim to provide quality advice pertinent to your specific needs.

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