Our objective is to help our clients live the lifestyle they want, without running out of money.
Knowing how you want live your life means knowing how much your lifestyle costs, both now and later. Using cutting edge fintech, your BMP Wealth Manager will help you model the costs and build a blueprint, showing how much you need and when you’ll need it. We can then see if you have “Enough”. Watch the video below to explain more about the technology we use:
Everyone falls into one of three camps. Those with not enough need help to build their balance sheet and manage what they have. Those with just enough have to develop a strategy to manage risks, while preserving their lifestyle. Those with too much money need to make robust plans to preserve a lasting legacy and to minimise crippling capital taxes, without affecting their lifestyle.
Cashflow planning is the process of looking at your current financial situation and planning ahead for the future. So, whatever you wish to achieve, we have everything you need to create lifetime cashflow plans to make an informed decision.
Build your wealth
Utilising cutting edge financial planning tools, we will help you develop lifetime cashflow plans that show the wealth you need to build and by when.
Manage your wealth
Our award-winning Model Portfolio Service helps your financial plan stay on track.
Preserve your wealth
We make sure your financial plans are securely protected, from safeguarding your future income to preserving your legacy.