BSG Financial Solutions
Greater London, HertfordshireElite Pro
Mortgage advice stronger than bricks and mortar:
Our objective is to give you the best quality advice to suit your individual mortgage requirements and act on your behalf not the lender. We can recommend a mortgage/loan that is suitable for you, from the full range of products available in the market place
Whether you are a first time-buyer looking to purchase your first home, a home-mover looking to ‘climb the ladder’ or have bought and sold many times already and simply want to re-finance and secure a new product or a lower rate of interest, we can help.
Capital raising is allowed for most legal purposes, so if you are looking to fund some home improvements, or even raise the deposit for a new investment property or holiday home, then please discuss your requirements with one of our Advisers and they will be able to help find the most suitable product for your needs.
BSG helps clients make the most of their wealth, whilst providing a confidential and safe home for all their financial needs. Our service is built around comprehensive financial planning and sound investment principles. By exploring your goals and objectives we can tailor a financial strategy specific to your needs and dreams.
We use our expertise, analytics, behavioural coaching and cash flow modelling to ensure that you avoid any pitfalls and maximise all of the available opportunities and allowances that you have. We ensure that you are being as tax efficient as possible and can make informed decisions, helping you find the answers to those important questions:
Am I on track to achieve the income I need to maintain my lifestyle in retirement?
Could I retire now? When could I afford to retire?
If anything happened to me, how would this affect my family?
Can I afford to go on that world trip?
Can afford to help with a house deposit?
What would I have to give up?
How can I extract profit tax efficiently from my business?
What do I need to sell my business for to maintain my lifestyle?
How can I mitigate inheritance tax and ensure that the money I have worked so hard for goes to my children/beneficiaries?
Are my investments giving me value for money and are they generating the return that I need?
Am I taking too much risk with my investments?
How much could they fall and how would this affect my ability to pay for school fees or reduce my retirement income?
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BSG Financial Solutions
BSG Financial Solutions Q&A
What do you love most about your job?
We love what we do. We have the privilege and responsibility to become intricately involved in the lives of a very diverse range of people, often with incredible stories to tell. Because of our skills, knowledge and passion, they are able to entrust their financial future, and the financial future of their children into our hands. To us, that it very special and resonates with the team and our core values.
Why should our clients choose you?
With experience dating back to 1979, BSG offers financial solutions for both personal and corporate clients and has achieved the coveted Chartered Financial Planning status. We are also delighted to have been named in the top 100 firms in the UK for 2018. As a firm of Chartered financial planners we have satisfied rigorous criteria relating to professional qualifications and good ethical practices. Our core values run all through our business in our aim to deliver an excellent client experience. You can see our core values on our website (https://www.bsgfs.co.uk/about-us/core-values/) and what we believe they mean to our clients.
We operate a team ethos and will surround you with the right talent and experience to ensure that your financial solutions are always fit for purpose. If you have an accountant, solicitor or other professional that work with you, we will ensure that what we advise fits with the advice those fellow professionals may be giving you.
Chartered Financial Planner
Diploma in Financial Planning
Certificate in Mortgage Advice
Certificate in Equity Release
Award in Long Term Care Insurance
Advanced Diploma in Financial Planning
Chartered Financial Planners
Citywire New Model Adviser
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