Independent financial planning & wealth management

We provide .

Everyone has the right to a secure financial future.
We’re passionate about helping you achieve yours.

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BDWM is a leading independent firm of financial advisers, serving families, professionals and businesses across Leicester, the East Midlands and beyond.

Our focus is on providing a personal, bespoke financial planning service, to help you protect and grow your wealth and secure your financial future in a way that’s safe, sustainable and aligns with your aspirations and values.

Our advisers work one-to-one with you to understand your current situation and appetite for risk, before providing advice and recommendations tailored to your circumstances and objectives.

Then, through ongoing consultation, we support you throughout your financial planning journey, from setting long-term financial goals and working towards targeted growth, right through to retirement and maximising pension income.

The financial side of life can be complex. We’re passionate about creating long-term relationships, providing quality advice and practical pathways to help you achieve your financial goals, while taking care of all the necessary steps to make your plans into a reality.

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Meet the team

Our values

Our business is built on a desire to provide the best possible financial advice and customer service, tailored to your individual needs – whatever they may be.
Everything we do is driven by our values of:

Commitment
Our commitment to our clients, staff, partners and the industry ensures we can continue to roll out new initiatives that can enhance our overall value proposition
Community
We’re passionate about playing an active role in our community, doing business the right way and giving something back to our city and its people
Consistency
We aim to be consistent in performance, delivery and ethics to ensure we always fulfil what’s been promised
Innovation
We’re constantly striving to introduce new ideas and ventures that have the scope to change the financial services industry
Leadership
We aim to ensure that everyone in the BDWM team leads from the front, and focuses providing leadership within our industry
Respect
We give respect and recognition to ourselves and others and maintain high levels of professionalism, trust and ethics, both internally and externally
Service excellence
We aim to ensure BDWM provides an ongoing level of service to all clients that’s renowned for its class and excellence
Trust
Honesty, trust and integrity mean everything to us. We always strive to do the right thing, not the easy thing

What we do

We deliver a wide range of bespoke financial planning services, from investments and savings, protection, pensions and retiring to estate planning, wealth management and mortgage advice.

We focus on providing services encompassing every stage of the financial cycle, from wealth creation and accumulation to its transfer and preservation.

Our priority is to shield your wealth and protect your lifestyle, while delivering a highly personalised and bespoke service. Our advice is designed to be sustainable, ensuring our plans will remain effective in the future and are flexible enough to accommodate any changes to your circumstances.

We also work with additional finance professionals, including solicitors and accountants, to offer you a truly holistic, objective and unbiased holistic wealth management service to help you achieve your financial goals.

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Our Services

As one of the largest independent financial planning and wealth management providers in the East Midlands, BDWM has been helping individuals, families and businesses achieve their financial goals since 2009. Our full range of services includes:

Investments
& Savings

We’re here to help you choose the right way to invest and save your money, to help you reach your financial goals

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Business, Income & Family Protection

We can help ensure your personal and business income and assets are protected should the worst happen

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Financial
Planning

We’ll help you make the right financial choices at every stage of life to give peace of mind to you and your loved ones

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Retirement
Planning

We’ll help ensure you enjoy a comfortable and financially secure retirement that meets your lifestyle goals

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Assisting
Families

We can help make life more secure for the ones you love and cherish, with protection for you and your family

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Estate
& Planning

We can help relieve the stress and worry on your loved ones of dealing with your estate when you pass away

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The Bobby Dhanjal Foundation

In 2012, our company director and founder Bobby Dhanjal started up the Bobby Dhanjal Foundation for Children, to support disadvantaged children across Leicester.

It aims to ensure that all children, from any background, race or religion, have the experience of playing and making new friends in a safe environment. Bobby, who grew up in the city, was eager to give something back to the next generation and invest in its future. 

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* Please note, this link takes you to an external website. BDWM cannot be held responsible for the content of external websites.

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Let's talk

We’d love to sit down with you to discuss your financial and lifestyle goals and how we can help. For a free, no obligation initial chat, drop us a line or give us a call and we’ll be in touch.

Evening & weekend appointments are welcomed on request.

Office opening hours

Monday – Friday: 9am – 5pm

Contact

Bobby Dhanjal Wealth Management
Merus Court
Meridian Business Park
Leicester
LE19 1RJ

Out of hours: 07500 015151

Services

Address and Legal Information

Bobby Dhanjal Wealth Management, 3 Merus Court, Meridian Business Park, Leicester, LE19 1RJ.

BDWM is a trading style of The Bobby Dhanjal Practice Ltd which is authorised and regulated by the Financial Conduct Authority, FCA Number 537673. The FCA does not regulate Will writing, taxation and trust advice or some aspects of commercial lending. 

Mortgages – It’s important to remember that your home may be repossessed if you do not keep up with the repayments on your mortgage. Some forms of mortgage are not regulated by the FCA. 

Investments – The value of your investments can go down as well as up, so you could get back less than you invested.

Pensions – A pension is a long-term investment. The fund value may fluctuate and can go down. Your eventual income may depend on the size of fund when accessed, interest rates and legislation.

Protection – A protection plan will have no cash in value at any time, and will cease at the end of the term. If premiums are not maintained, then cover will lapse and you may not be covered if a claim is made. 

BDWM is registered in England No. 06943136 at the above address. Some of our fees may be subject to VAT, you will be advised if this is the case in advance of any work commencing, our VAT No. is 133 498 795.

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. Nothing on this website should be construed as advice. Individual advice should be sought

For free, clear and impartial help for all your money and pension choices, visit the Money Advice Service’s website. Please note, this is an external website. BDWM cannot be held responsible for the content of external websites.

Our services

The Bobby Dhanjal Foundation

BD Estate Agents

0116 282 5137

This website contains links to external websites. BDWM cannot be held responsible for the content of external websites. These links may take you to a non-regulated environment.