Personal Financial Planning

Our advice to you will be comprehensive and understandable.

 

Having established what matters to you, we create a clear strategy to secure your
priorities, achieve financial independence and protect your wealth. 
Within BKD Wealth Management we have vast experience and the most up to date expertise to draw on.

The life needs covered by our personal financial planning service include:

  • Providing for a comfortable retirement through Pensions

  • Investing a lump sum for Capital Growth or Income

  • Minimising you and your family’s liability to Inheritance Tax

  • Advising on and arranging your Mortgage*

  • Protecting your family through Life Assurance

  • Replacing your income and/or providing a lump sum in case of Critical Illness

 

* Please note:

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

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

The value of investments may go down as well as up, and you may not get back the amount invested. Levels of income from investments may fluctuate.

BKD Wealth Management are a Wholly owned subsidiary of Shipman Financial Planning, who are Authorised and Regulated by the Financial Conduct Authority  Reg. No. 06984287 (England & Wales) Registered Office: First Floor, Blackdown House, Blackbrook Business Park, Taunton, TA1 2PX