Investments / Portfolio Planning


For advice on investments we act as introducers only.

Today there are a bewildering range of savings and investment vehicles and options available to the investor. Building an investment portfolio must take into account tax opportunities and implications, attitude to risk and reward and balancing it to the need for income, growth or both.

Following a detailed personal review of your current financial position, aspirations and objectives, we will assess all of the above factors with you before making recommendations for your asset portfolio. Wealth creation and management is an ongoing process and we will look to meet regularly to ensure the best chance of your objectives being met.

 

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Risk and Reward Unit Trusts OEICs Investment Trusts ISAs Government Gilts Corporate Bonds

BDM Financial Consultants Ltd is an appointed representative of Sesame Ltd.

The site is intended for UK consumers only.
Director: Brian Marks

Registered Address: 68 Peghouse Rise, Stroud, Glos, GL5 1UR . Registered in England. Reg No. 4997591