Meet our team of friendly and experienced financial planners. Having spent years in the profession, we're best placed to advise our clients on their financial lives and help them achieve their goals.
Hear from some of our clients and read about how we've worked together to improve their financial lives.
In 2023 we asked our clients to participate in a survey, as Client feedback is essential to BMP Wealth.
It helps us understand what our clients value most, and where we can improve.
We want to share some of the results with you:
We asked our clients to explain the biggest single benefit of working with us, here are our favourite answers:
A friendly personal relationship, no hard sell of financial products.
Not losing significantly given market conditions.
Tailor made approach addressing the needs of my family and me.
I can focus on my job while BMP looks after my finances.
Working with an adviser I can trust and is responsive.
Trusted advice for over twenty five years.
We hold ourselves to the highest of standards, and the awards we win are a great example of how highly others believe us to be.
With cashflow planning, you can visualise your financial future, including alternative scenarios based on future events.
