Wealth Management
Bennett Griffin Wealth Management Ltd (BGWM) is a joint venture between Bennett Griffin and Carpenter Box Wealth Management.
The aim of BGWM is to provide a comprehensive and independent financial planning service for the clients of Bennett Griffin.
BGWM’s experienced financial advisers work closely with solicitors, accountants and professional tax advisers in order to provide a completely integrated wealth management system, working with you to achieve the best possible outcome.
BGWM clients come from all walks of life so whether you are saving for a mortgage, looking for protection from unforeseen circumstances in order 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 always strive for a solution best suited to your ambitions.
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
BGWM is authorised and regulated by the Financial Conduct Authority.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found at www.financial-ombudsman.org.uk
To discuss the services offered by BGWM or to find out more information about the BGWM team click on our contact page.
