Wealth Management Worcester

Financial Advice You Can Trust.

Wealth Management

Expert financial advice for businesses and individuals.

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.

 

As Chartered Financial Planners, we have satisfied rigorous criteria relating to professional qualification and ethical good practice. It 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.

If any of these situations apply, feel free to contact us for an initial conversation

 

  • You are approaching retirement and want to consider your options such as income drawdown or annuity purchase.
  • You are dissatisfied with your pension and looking for clear and effective pension planning, perhaps with pension consolidation in mind.
  • You are a business owner and looking to maximise tax efficiency with the use of pension contributions.
  • You want to understand how Self Invested Pensions (SIPP / SASS) could help you achieve your goals.
  • You have personal wealth that you wish to consider for investment, either for income, and/or long term growth.
  • You are looking to protect your family in the event of illness or the worst-case scenario.
  • You are looking to protect your wealth from the potential of Inheritance Tax.

We offer a full complement of services including:

SIPP/SSAS

  • What is a SIPP/SSAS?
  • Is it right for me?
  • What can a SIPP/SSAS invest into?

Pensions

  • Personal Pensions
  • Pensions Transfers
  • Income Drawdown
  • Annuity Options
  • Commercial Property
  • Lifetime Allowance Advice
  • Annual Allowance Advice

Wealth Management

  • Discretionary Investment Management
  • Advisory Investment Services
  • Inheritance Tax
  • Trust Planning
  • Life Assurance & Protection

Corporate Clients

  • Workplace Pensions
  • Group Life, Income & Health Protection
  • Key Person & Share Protection
  • Relevant Life Policies
  • Corporate Investments

SIMON WOODHEAD

SIMON WOODHEAD
Chartered Financial Planner
Mob: 07960 493538
Email: simon.woodhead@ballardsca.com

 

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.

BDSW Financial Services Ltd is an appointed representative of David Booler & Co which is authorised and regulated by the Financial Conduct Authority  

footer-logo-2

Whatever your needs, we are here to help

To book a free no obligation consultation please call a member
of our friendly team on 01905 794504.