Wealth Management
Bennett Griffin Wealth Management Ltd (BGWM) is a joint venture between Bennett Griffin and Carpenter Box Wealth Management – Chartered Accountants, Chartered Tax Advisers, Business Consultants and Independent Financial Advisers with a reputation for innovation and excellence.
BGWM provide comprehensive financial planning service for Bennett Griffin clients.Our combined teams of experienced financial advisers, solicitors, accountants and professional tax advisers work closely together to provide a completely integrated wealth management system, working with you to achieve the best possible outcome.
Whether you are saving for a mortgage, looking for protection from unforeseen circumstances, looking to ensure your dependants financial needs are covered, wishing to invest and build a lump sum for the future, seeking to exit your business, planning for your retirement, or about to retire, we can help you!
BGWM is independent, unrestricted and without bias. This ensures that we act with integrity and will work with you to achieve the best outcome for you and your family.
Why use BGWM?
- To help you form and maintain a clear financial plan which makes the most of your money
- To obtain expert financial advice and/or investment management
- To undertake a regular review of investments and savings and ensure you are getting the best from them
- To achieve a sense of control, peace of mind and financial freedom
To discuss the services offered by BGWM or to find out more information about the BGWM team click on our contact page.
