BDSW Financial Services Ltd look to offer a trusted and transparent approach to financial planning. During our initial discovery meeting, we look to learn about your aspirations and to understand how we might be able to assist you with achieving your goals. Whether you are looking to save for retirement, invest the wealth you have built up or provide financial security for your family members, we will work with you to understand your goals and help bring these to fruition.
Our service will give you access to experienced Chartered Financial Planners who have satisfied rigorous criteria relating to professional qualifications and ethical good practice. This means you can be confident that you are dealing with a firm that is wholly committed to providing you with the best possible advice, service and support.
As well as general businesses and private individuals, we also offer specialist advice geared towards the medical, agribusiness, veterinary and technology sectors.
Chartered Financial Planner
Mob: 07960 493538
Simon has over 30 years’ experience in pensions and financial planning. He spent 17 years in KPMG’s pensions advisory practice where he advised a wide range of corporate and individual clients, ranging from FTSE listed companies to successful private businesses and their owners.
Simon’s main focus is on holistic pension and investment planning for high net worth individuals and their businesses. He is a Fellow of The Pensions Management Institute and Chartered Financial Planner.
Away from work Simon spends his time enjoying family life with his wife and grown up children, country walks with his dog and trying to improve his running (he hopes to crack the 20-minute barrier for 5km one day). He also enjoys travelling, particularly to France, and skiing.
Ballard Dale Syree Watson really understands the farming business, they speak my language and they know what's going on in the sector. Their advice on diversifying has been great for me. With Ballard Dale Syree Watson, I don't have to worry about the everyday financial compliance and I can concentrate on, with their assistance, growing the farm and pushing forward with my plans.
Having worked with many accountants, Ballard Dale Syree Watson are very good, I get a personal service, and honest advice with no jargon. I particularly appreciate their pre-planning meetings which minimises the GP's time, their support is invaluable and I have on many occasions recommended them.
Ballard's have really looked after our business, it was with their help that we acquired the funding to develop our business, and with their ongoing support we keep track of the business financially so we know where we're going.
We have had a very long association with BDSW who have provided our accounting services to us for over 15 years. It has been very reassuring to have such a professional organisation advising with our accounting and development requirements. I really can't recommend Ballard Dale Syree Watson highly enough.
BDSW Financial Services Ltd is an appointed representative of David Booler & Co which is authorised and regulated by the Financial Conduct Authority
To book a free no obligation consultation please call a member
of our friendly team on 01905 794504.