BKD Wealth Management & Mortgage Advisors

Corporate Financial Planning/ Wealth Management


BKD Wealth Management provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs. We work in conjunction with other professional advisers that assist our clients businesses, including Accountants or Solicitors.


Deciding on the best benefit strategy for our clients businesses is also another integral part of building a successful company. We ensure that our business clients are able to continue to meet the challenges of a competitive business environment and ensure they are adequately protected.


It could simply be a case of reviewing, strengthening or streamlining your existing requirements or it may be time to introduce a whole new set of employee benefits. You may want to empower and reward your employees by allowing them to the flexibility of being able to choose their own employee packages from a range of options you set. Working with BKD Wealth Management means you take the lead, you set your priorities and you choose a 'package' of assistance and advice to suit your needs.


From straightforward life cover to complex pension planning, we make the process as pain-free as possible. In today's world of tight budgets and timescales, we will work with you to organise a simple, well-organised and headache-free package of benefits for your employees.


When advising companies and sole-traders, there are many aspects of the business that we take into consideration:


Corporate Financial Planning Advice


Group pensions
Corporate insurance
Corporate financial planning
Employee benefits arrangements
Commercial insurance*


We are not authorised to provide advice for Private Medical Insurance / Commercial Insurance but can refer you to an authorised adviser