BMSG Wealth Management

BMSG Wealth Management offers financial advice to assist clients in reaching their financial goals through various plans. They address aspects of financial planning, including protection, investments, pensions, and matters such as Inheritance Tax.
  • Pension planning
  • Investment advice
  • Insurance services
  • Mortgages & Equity Release
  • Tax and Inheritance Tax planning

Size
Small
Phone
N/A
Email
N/A
Locations
Bramble Cottage, NG32 3NB
9:00 - 18:00
6 The Old Quarry, PE8 4HN
03300430057
9:00 - 17:00
14 Youngs Cl, NG24 2TJ
9:00 - 18:00
Digital Popularity
Social Media
Competitors
Personal Asset Management
Personal Asset Management is a family-run firm of Independent Financial Advisors based in Kingskerswell, providing expert financial advice to individuals, businesses, Trusts, and Charities.
Company Details
BMSG Wealth Management is operated by BMSG Wealth Management Limited and is a Active company incorporated on 27 April 2020 with the registered office located in Stamford, Lincolnshire. BMSG Wealth Management Limited was registered 5 years ago.

Status
Active
Size
Micro
Directors
2
Age
5 years old
Employees
5
Turnover
Unreported
Total Assets
£26.93K
Cash in Bank
Unreported
Total Liabilities
-£18.14K

Director • English • Lives in England • Born in May 1974
Director • British • Lives in England • Born in Jan 1963
C & D Group Holdings Limited
PSC
Mr James Leonard Rolfe
PSC • British • Lives in England • Born in Jan 1963
Teams
All
2
Consulting
2
Finance
2
Mortgage Consultant • Joined Nov 2023
Financial Advisor • Joined May 2024
Mortgage Consultant • Joined Nov 2023
Financial Advisor • Joined May 2024
Mortgage Consultant • Joined Nov 2023
Financial Advisor • Joined May 2024