About BW Financial Planning

I gave my first piece of financial planning advice in 1995 whilst working for a Chartered Accountants in Marylebone. The Industry has changed massively since then and I work on a fixed fee basis as I believe it is transparent and better value for clients.
BW Financial Planning is part of the 2plan Wealth network of advisers and we make the most of technology to provide clarity in financial planning advice and efficiencies in a heavily regulated works which should provide al clients with better financial outcomes.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

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