BKD Wealth Management & Mortgage Advisors

Personal Financial Planning

 

Private Client Services

 

The foundation of the services that we provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients financial planning strategy as events inevitably change.

 

Our approach is simple, we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.

 

BKD Wealth Management have vast experience in the areas of financial planning and wealth management and provide clients with a comprehensive service designed to create a bespoke financial planning strategy.

 

Private Client Advice

 

BKD Wealth Management understand that protecting our client's wealth from inheritance tax requires tailored, careful planning. We offer comprehensive advice about how to take advantage of the most tax-efficient and effective strategies to manage and protect our clients estates.


To support this we also offer a Will Writing Service. Our advice guides clients step by step through the process of making a Will, allowing them to express their wishes effectively.

 

The Financial Conduct Authority does not regulate Will writing and does not regulate Inheritance Tax Planning advice