Here at BCM Wealth Management in Stamford, our core aim is simple; to offer straightforward, clear advice to help you make the best financial choices, no matter what your goals are and no matter what stage of life you are at.
BCM Wealth Management has been awarded the status of Chartered Financial Planner (CFP) - the gold standard for financial advisers. This means you can be sure you are getting the very best advice.
If you want financial advice you can trust, on mortgages, pensions, retirement planning, investments, or any other aspect of your life, we are here for you. Unlike some financial advisers, our expertise and advice is always provided with a friendly, human touch.
We realise that everyone’s circumstances are different. That’s why we focus on you and your financial goals; by getting to understand your needs, we can develop a bespoke plan to help reach these goals. For us, it’s all about you.
From our base in Stamford, Lincolnshire we work with clients throughout the surrounding areas, including Rutland, Peterborough, Bourne, The Deepings and further afield.
We are proud of the long-term relationships we have established with so many clients. It tells us that our guiding principle of putting our clients’ interests at the heart of everything we do, really is making a difference. And we are forming new relationships every day.
We hope you find our website helpful. Please get in touch, because nothing beats a conversation. Call us on 01780 437500 or click below to find out more about the services BCM Wealth Management offers.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
OLIVER SMITH - DIRECTOR
Retirement
Planning
Whether you are close to retirement or have decades lying ahead, it’s never too late to organise your wealth to make it work harder for you.
BCM Wealth Management will work with you to create the best strategy for a comfortable retirement.
Investment
Planning
Preparing and implementing a bespoke plan that both protects and allows your investments to flourish.
Tax &
Trusts
Working to set your affairs in order as per your requests when you are no longer around to control them and ensuring that you are as tax efficient as possible.
Mortgages
Whether you are taking the first step on to the property ladder or own a portfolio of properties we will help find the best possible deal to meet your needs.
Protection
Protection planning is a crucial element of wealth management that can really make a difference to you and your family’s future.
With a variety of protection solutions, we can ensure that you are covered for every eventuality should the worst happen.
