BDWM Wealth Management

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. 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.