David Blumsom

David Blumsom Email and Phone Number

Helping you to make smart decisions about your financial future. Fee Based Advice, Insurance and Wealth Management @ BMP Wealth Ltd.
central, central and western district, hong kong
David Blumsom's Location
Contact Info, United States
David Blumsom's Contact Details

David Blumsom personal email

About David Blumsom

BMP is a leading team of forward-thinking individuals who believe in providing quality Life Centred Financial Planning advice. Importantly, our transparent fee-based approach means that we are always aligned with your best interests -

David Blumsom's Current Company Details
BMP Wealth Ltd.

Bmp Wealth Ltd.

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Helping you to make smart decisions about your financial future. Fee Based Advice, Insurance and Wealth Management
central, central and western district, hong kong
Website:
bmpwealth.com
Employees:
6
David Blumsom Work Experience Details
  • Bmp Wealth Ltd.
    Representative
    Bmp Wealth Ltd. Dec 2022 - Present
    Hong Kong Sar
  • Pyrmont Wealth
    Senior Financial Planner
    Pyrmont Wealth Mar 2018 - Dec 2022
    Hong Kong
    Pyrmont Wealth Management is a leading team of forward-thinking individuals who believe in providing quality Life Centred Financial Planning advice, delivered via our LifePlan process.Importantly, our transparent fee-based approach means that we are always aligned with your best interests- Our PurposeOur purpose is to help you achieve the best life possible with the money you have. We work in partnership with you, putting your life at the centre of our conversations. We will take time to understand you, your background, philosophy, needs and objectives so that we can help you put your money to good use. In so doing, our aim is to provide you with a better Return on Life not just a better return on your investments.- SimplificationWe will help you get your financial house in order and will help keep it that way. We will help you provide for your lifetime income and expenditure needs, your tax planning, investments, protection and estate planning. Our aim is to simplify your life and to save you time and money.- Planning AheadWe use the latest financial planning software to help you to visualise your financial future,to assist you in prioritising your goals, and to benchmark our progress towards achieving them.- Smart DecisionsWe provide insight and guidance to help you avoid emotionally driven decisions in importantmoney matters. We are available to consult with you to ensure you have all the necessary information needed to make informed and smart choices.- License and LocationAs a fully regulated firm, Pyrmont Wealth Management hold both SFC Type 4 and 9 licenses as well as an insurance license from the Hong Kong Confederation of Insurance Brokers.Whilst we are a Hong Kong based firm, we take a global view and in addition to local clients we actively support clients across the UK, mainland Europe, The Middle East, Asia and AustraliaGet in touch today to see how we can help you.
  • Cbh Compagnie Bancaire Helvétique Sa
    Senior Financial Planner
    Cbh Compagnie Bancaire Helvétique Sa Mar 2011 - Mar 2018
    Hong Kong
  • Hsbc
    Senior Financial Planning Manager
    Hsbc 2004 - 2008
    Hong Kong
  • Equitable Life
    Representative
    Equitable Life 1998 - 2003
  • Hfc Bank
    Branch Manager
    Hfc Bank 1984 - 1996

David Blumsom Skills

Wealth Management Strategic Financial Planning Pensions Investment Advisory Financial Services Wealth Asset Management Financial Advisory Retirement Planning Income Protection Inheritance Tax Planning Equities Business Strategy Risk Management Credit Investments Portfolio Management Banking Mutual Funds Asset Managment Financial Risk Insurance Retail Banking Retirement Relationship Management Investment Strategies Life Insurance

David Blumsom Education Details

  • Berkhamstead, England
    Berkhamstead, England
    O And A Levels

Frequently Asked Questions about David Blumsom

What company does David Blumsom work for?

David Blumsom works for Bmp Wealth Ltd.

What is David Blumsom's role at the current company?

David Blumsom's current role is Helping you to make smart decisions about your financial future. Fee Based Advice, Insurance and Wealth Management.

What is David Blumsom's email address?

David Blumsom's email address is da****@****ail.com

What schools did David Blumsom attend?

David Blumsom attended Berkhamstead, England.

What skills is David Blumsom known for?

David Blumsom has skills like Wealth Management, Strategic Financial Planning, Pensions, Investment Advisory, Financial Services, Wealth, Asset Management, Financial Advisory, Retirement Planning, Income Protection, Inheritance Tax Planning, Equities.

Who are David Blumsom's colleagues?

David Blumsom's colleagues are Tammy Kwok, Jeanette Goatham-Swain.

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