BG Wealth Management

Services

Financial Services

Our philosophy mirrors that of the Alan Boswell Group; long-term trusted relationships are established and maintained by high calibre, qualified, professional advisers. All backed up by teams of qualified staff operating in an efficient, discreet and professional manner.

Corporate clients can rely on us to provide their senior staff and employees with a full range of advisory services. We will guide you through the increasingly complex world of employee benefits to ensure that you have the right solutions for your workforce.

We can advise you about a range of services including investments, pensions, private medical insurance and protective insurance. Independent advice tailored to individual needs ensures that our clients can plan for their future in confidence.

Mortgages

BG Wealth Management can now offer access to the complete spectrum of UK lenders and familiar high street names providing products that may not generally be available on the wider market. Our superior knowledge of the mortgage and financial markets allows us to offer a uniquely personal service for our clients.

BG Wealth Management can advise on competitive rates including:

  • Fixed rates
  • Discounted rates
  • Tracker Rates
  • Stepped discount rates
  • Offset mortgage rates

General Insurances

Through our connection with the Alan Boswell Group we have access to a full broking service covering Personal, Business and all other forms of general insurance.

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