BSG Financial Solutions | Chartered Financial Planners
Financial Services • 
London, England, United Kingdom • 11-20 Employees
Company overview
| Headquarters | Floor 13 Heron Tower, 110 Bishopsgate, London, EC2N 4AD, GB |
| Phone number | +445263505 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Mortgages, Pensions, General Insurance, Business Protection, Inheritance Tax Planning, Protection, Investement |
| Founded | 1979 |
| Employees | 11-20 |
| Socials |
Key Contacts at BSG Financial Solutions | Chartered Financial Planners
Stefan Lubek
Director
Nigel Preece
Managing Director/ Owner
BSG Financial Solutions | Chartered Financial Planners Email Formats
BSG Financial Solutions | Chartered Financial Planners uses 2 email formats. The most common is {2char} (e.g., {2char}@bsgfs.co.uk), used 85.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{2char} | {2char}@bsgfs.co.uk | 85.7% |
{first initial}{last name} | jdoe@bsgfs.co.uk | 14.3% |
About BSG Financial Solutions | Chartered Financial Planners
We love what we do. We have the privilege and responsibility to become intricately involved in the lives of a very diverse range of people, often with incredible stories to tell. Because of our skills, knowledge and passion, they are able to entrust their financial future, and the financial future of their children into our hands. To us, that it very special and resonates with the team and our core values. BSG helps clients make the most of their wealth, whilst providing a confidential and safe home for all their financial needs. Our service is built around comprehensive financial planning and sound investment principles. By exploring your goals and objectives we can tailor a financial strategy specific to your needs and dreams. We use our expertise, analytics, behavioral coaching and cash flow modeling to ensure that you avoid any pitfalls and maximise all of the available opportunities and allowances that you have. We ensure that you are being as tax effieicent as possible and can make informed decisions, helping you find the answers to those important questions: With experience dating back to 1979, BSG offers financial solutions for both personal and corporate clients and has achieved the coveted Chartered Financial Planning status. As a firm of Chartered financial planners we have satisfied rigorous criteria relating to professional qualifications and good ethical practices. Our core values run all through our business in our aim to deliver an excellent client experience. BSG Financial Solutions is a trading name of BSG Financial Solutions Limited which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. Approved by The Openwork Partnership on 11/12/2024
BSG Financial Solutions | Chartered Financial Planners revenue & valuation
| Annual revenue | $1,283,325 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
BSG Financial Solutions | Chartered Financial Planners has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
BSG Financial Solutions | Chartered Financial Planners has never raised funding before.
BSG Financial Solutions | Chartered Financial Planners Tech Stack
Discover the technologies and tools that power BSG Financial Solutions | Chartered Financial Planners's digital infrastructure, from frameworks to analytics platforms.
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Operating systems
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Miscellaneous
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