BDWM
BDWM is an independent firm of financial advisers, serving families, professionals, and businesses in Leicester, the East Midlands, and beyond. The firm provides financial planning services to help clients protect and grow their wealth and secure their financial future.
- Estate Planning
- Mortgage Advice
- Wealth Management
- Financial Planning
- Assisting Families
- Retirement Planning
- Investments & Savings
- Business, Income & Family Protection
Company Details
BDWM is operated by The Bobby Dhanjal Practice Limited and is a Active company incorporated on 24 June 2009 with the registered office located in Leicester, Leicestershire. The Bobby Dhanjal Practice Limited was registered 16 years ago.
Status
Active
Size
Small
Directors
3
Age
16 years old
Employees
11
Turnover
Unreported
Total Assets
£2.33M
Cash in Bank
£21.63K
Total Liabilities
-£790.19K
Teams
23
14
10
5
1
CEO/ Managing Director • Joined Oct 2009
Account Manager
Head Of Mortgages • Joined May 2015
Financial Planning Manager • Joined Sep 2010
Financial Planning Manager • Joined Jun 2013
Financial Planning Manager • Joined Mar 2012
Supervisor • Joined Feb 2013
Administrator • Joined Dec 2021
Administrator
Administrator • Joined Oct 2022
Account Manager
Head Of Mortgages • Joined May 2015
Financial Planning Manager • Joined Sep 2010
Financial Planning Manager • Joined Jun 2013
Financial Planning Manager • Joined Mar 2012
Trainee Mortgage And Protection Advisor • Joined May 2012
Independent Financial Advisor • Joined Jan 2012
Independent Financial Advisor • Joined Jul 2011
Mortgage & Protection Advisor • Joined Jan 2019
Independent Financial Advisor • Joined Oct 2020
CEO/ Managing Director • Joined Oct 2009
Head Of Mortgages • Joined May 2015
Supervisor • Joined Feb 2013
Independent Financial Advisor • Joined Jan 2012
Admininstration • Joined Aug 2012
Independent Financial Advisor • Joined Jul 2011
Independent Financial Advisor • Joined Oct 2020
Protection Adviser • Joined Sep 2018
Financial Adviser • Joined Jun 2019
Paraplanner
Administrator • Joined Dec 2021
Administrator
Administrator • Joined Oct 2022
PA / Administrator • Joined Jul 2010
Admininstration • Joined Aug 2012
Cold Calling Expert
View 23 members