Our Services
At BWP, we offer a range of services that are designed to help unlock your time so you can focus on what matters to you most. We are trusted by some of the UK’s most high net worth individuals, families and business owners. We sit at the centre of their wealth ecosystem, creating a bespoke dynamic plan with the nuanced services they need today, and the ability to evolve and grow as their objectives, requirements and goals change over time.
Investment Management
We use some of the UK’s leading investment research to build and manage a portfolio around your goals, timeframe and attitude to risk. As markets and circumstances change, we adjust your portfolio on your behalf.
Retirement Planning
Retirement is about more than the size of your pension. We plan the income, timing and lifestyle you want, whether retirement is years away or close at hand, and keep that plan under review as your circumstances change. The result is a retirement you can approach with confidence.
Tax Planning
Unused allowances and reliefs are a cost that compounds over time. We structure your finances to make full use of what is available and to keep pace with changes in legislation, so that more of your wealth remains yours.
Business Owners
Your business and personal finances are more closely connected than most owners realise. We plan the extraction of profits, prepare for an eventual exit and build personal wealth alongside the company. The result is one coordinated plan.
Education Planning
School and university costs are among the largest financial commitments most families take on. We plan ahead so that fees do not interfere with your wider financial goals, and structure funding so that you can meet them with confidence.
Protection
Life rarely goes exactly to plan. We assess what is at risk for your family, income and business, then arrange protection that fits, so that unforeseen events do not undermine what you have built.
Inheritance Tax Planning
Without planning, a significant share of your estate can pass to tax rather than to the people you care about. We assess your Inheritance Tax position and put strategies in place to protect what you have built. The goal is for more of your wealth to reach the next generation, on your terms.
Workplace Solutions
Effective financial support for employees goes beyond auto-enrolment and a standard pension scheme. We design workplace benefits that employees understand and value. Better-supported employees make for a stronger, more resilient business.
Intergenerational Planning
Passing on wealth well takes more thought than a will alone. We plan how, when and how much to pass down, in a way that reflects your family’s values. It is about supporting and educating the people who matter, not just transferring assets.
Book a consultation
Your first consultation is complimentary.