BG Wealth is born...
The partners here at Bennett Griffin LLP are delighted to announce that over the past year or so we have carefully developed another specialist service to benefit our clients, BG Wealth Ltd.
This exciting new initiative has been prompted by requests from a large number of our clients for strategic financial advice about their finances and investments, particularly in the current economic turmoil.
In our experience, there are always close links between the legal issues that we advise on and financial matters, be they for individuals or in respect of company and commercial matters. Our response has been to form an associated firm of Chartered Financial Planners, BG Wealth Ltd, with two excellent and highly qualified financial advisors who are Directors with two of our partners here at Bennett Griffin.
This arrangement enables us to ensure that the advice and quality of service that our clients receive in respect of financial advice is consistent with the quality of our own. The connection between the two firms also enables us to ensure that account is taken of the possible impact of financial arrangements on legal matters and vice versa.
BG Wealth has been created to provide strategic advice focused on :
- Inheritance Tax
- Wealth Management
- Legacy Investment
- Elderly Client Financial Issues
- Pension Consultancy
- Business Financial Planning
- Divorce Settlements
We consider it appropriate to make it clear that this new service is not part of our legal practice and the protection afforded our clients by the Law Society and Solicitors Regulatory Authority is not available. Instead, the appropriate protection is provided by the Financial Services Authority and Financial Services Compensation Scheme. No lawyer connected with Bennett Griffin LLP provides services through BG Wealth Ltd as a practicing lawyer regulated by the Solicitors Regulation Authority.
Please click on the following link to learn more about how BG Wealth could help you or your family or business and to find out more about John Kelly (also a Chartered Accountant) and Andrew Melbourne (Chartered Financial Planner).
For bespoke Financial Planning and Advice go to www.bgwealth.co.uk