About MSBM Wealth

Building your Financial future together, we provide the solution to your goals/needs. Whether its complexed world of Final Salary Pension Schemes, investment planning or protection. We can help!
At MSBM Wealth we have over 30 years of experience to draw upon, on top that we are part of a bigger parent company ‘Pi Financial’ (a national firm) to oversight any work undertaken to give you that extra layer of protection.We understand how important your finances are to you, so our aim is to listen, understand, gather information before we put the right adviser in front of you.We want you to become part of our family of clients and for us to become part of yours.
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

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

  • Mortgages:
  • Mortgage protection
  • Buy my next home
  • First time buyers
  • Buy to let
  • Remortgage
  • Right to buy
  • High loan to value
  • Commercial for individuals
  • Self employed
  • Flexible

  • Find the best price for your project, click on a trade to get started