Financial planning services

Offering a broad range of financial services through our joint venture company BDSW Financial Services Limited, we are able to provide the following services:

• Retirement Planning
  We cover all areas of pension advice including helping clients to set up their own SIPP’s which are looked after by our joint venture shareholder.
  
  
• Wealth Creation and Management
  Sound investment advice is important if clients wish to achieve their long term aims. It is important to look after ones assets and clients need professional help to do this. At BDSW we can provide a comprehensive investment service to all the normal investment products.
  
  
• Financial Security in Ill-Health or Premature Death
  A client at different stages of his or her life will want different types and level of protection insurance. We are very aware of the types of protection insurance that will suit your current and future needs.
  
  
• School Fees Planning
  Private education is very expensive but potentially very rewarding for your family. Saving for school fees can help ease the financial burden by spreading the cost. We can help you choose the investment products which best fit your situation.
  
  
• Funding Care Fees
  Whether for yourself or for a relative, care fees can be extortionate. The full effect of the financial burden can be mitigated with good planning.