Financial Planning
You only get one life, so carefully planning your financial future will help you achieve the lifestyle and goals you work so hard for.
Financial planning is one of the most important steps you will ever take. Whether you’re looking to secure a bright future for yourself, your family or your business, getting quality advice from a trusted adviser is the cornerstone of sound financial planning.
However, everyone’s financial circumstances are unique, which makes a bespoke strategy based on a comprehensive overview of your current situation and future aspirations essential.
It’s also vital to ensure your plans are carried out and regularly reviewed to ensure your money is working as hard for you as possible and that any significant changes in your lifestyle or the economy don’t erode its value.
At BDWM, we pride ourselves on giving a tailored, discreet and professional financial planning service to all our clients.
We’ll work with you to understand your personal, family and business circumstances before delivering a holistic wealth management service that meets your short and long-term needs.
We can help you create a bespoke financial plan that supports your lifestyle goals and gives you and your loved ones security and clarity and peace of mind.
We offer you the benefit of a single relationship to meet all your financial needs, whether you’re looking to:
- Build and preserve capital
- Manage cash and borrowings
- Gain financial protection against risk
We can also provide access to an integrated suite of banking services with current, savings and borrowing accounts through the telephone or internet. We have a specialist integrated wealth management platform, where all your online banking accounts can be centralised using one log in and password.
Meet our Financial Planning team
At BDWM, our people are very important to us. They ensure we provide all our clients with the best possible financial planning and wealth management services.
Here, you can find out more about our Financial Planning team.
Kalpesh Ruparelia
Financial Adviser, DipFA
Kalpesh joined BDWM in October 2010 and offers the following services:
- Investments & Savings
- Retirement Planning
- Inheritance Tax Planning
- Life and Critical Illness Insurance
- Private Medical Insurance
- Defined Benefit Pension Transfers
- Mortgages
Frazer Richards
Financial Adviser, DipFA
Frazer joined BDWM in September 2018 and offers the following services:
- Investments & Savings
- Life and Critical Illness Insurance
- Private Medical Insurance
- Residential and Commercial Buildings & Contents Insurance
- Professional Indemnity Insurance
Testimonial
"You made it look easier than it actually was. We are so grateful for all the help and guidance throughout the whole process, because when I first walked into your office I didn't think it could happen for me and Beth, and you made it happen. A VERY BIG thanks."
Daniel & Beth
Our Services
If you’re looking for help with other aspects of your finances, why not check out some of our other services?
The sooner you start planning for your financial future, the better. It can help you feel more secure, empowered and in control.
At BDWM, our starting point is always you – what are your dreams and aspirations, and what do you need to protect?
Once we understand this, our team of professional advisers will use their years of experience and expertise to create a financial strategy that meets your lifestyle goals.
For a free, no-obligation consultation to talk about your financial planning needs, just get in touch.
The Bobby Dhanjal Foundation
The Bobby Dhanjal Foundation supports disadvantaged children across Leicester.
It’s our way of giving something back to the next generation, raising aspiration and investing in its future.