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About BKD Wealth Management Limited

Our view of Financial Planning simple. We make sure that you have the right money, in the right place, at the right time. We ensure that your financial affairs are easy to understand and manage, with the minimum amount of time and stress. We are here to help you discover "How much is enough?" We provide experienced and knowledgeable advice in a clear and concise manner so that you understand exactly what your are signing up to, and you can have total confidence that your affairs are managed with integrity and dependability. We are so confident in the services and advice that we can offer, that we are inviting you to a non-committal consultation at our expense. We'll show you how to increase your income, decrease your expenses, reduce taxation liabilities, or protect family or business assets. BKD Wealth Management offer 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 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 dependents 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 YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. BKD Wealth Management Ltd trading as BKD Wealth Management and Mortgage Advisors is authorised and regulated by The Financial Conduct Authority. Company registration number: 8266483

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