BKD Wealth Management & Mortgage Advisors

Our Services

 

We aim to give advice in a friendly understandable manner and have built our business based on integrity, dependability and experience.
BKD Wealth Management offer both personal and corporate advice on a whole range of financial services including the following:

 

Personal

 

Retirement and pension planning
Investing for capital growth or income
School fees planning
Tax planning and mitigation*
Protection against critical illness
Income protection
Inheritance planning
Family protection life assurance

Residential Mortgages

Commercial Mortgages*

 

We are not authorised via the The Financial Conduct Authority to provide Commercial mortgage advice. We will refer you to a suitably qualified and authorised 3rd party.

 

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

 

We normally charge a fee for mortgage advice. The amount will depend on your circumstances. A typical fee would be £987

 

Corporate

 

Employee benefits implementation and management
Flexible employee benefits menu systems
Group and executive Pension schemes
Group income protection
Group death-in-service and dependants benefit schemes
Partnership and directors share protection
Key person business protection
Advice for your employees if required

 

*The Financial Conduct Authority (FCA) does not regulate all of these products and services

 

Over the years we have learnt what is most important to our clients

 

A trusting relationship built on mutual respect
Peace of mind that we are working with you
Reassurance that you are in control of your future

 

Whilst we have extensive knowledge, experience and expertise in how to do the following:


Increase Income
Decrease Expenses
Reduce Taxation liabilities
Protect Family Assets
Protect Business Assets