Contact Us
info@bcwm-ifa.co.uk
01484 982738
Blue Circle Wealth Management Ltd is a firm of independent financial advisers specialising in Retirement Planning, Investment Planning, Protection Planning and Estate & Tax Planning Advice.
At Blue Circle Wealth Management, our business is to help you plan a successful future. We provide financial services to private and corporate clients in the UK. Please take the time to browse our website.
If you have any questions please call us on 01484 982 738 or email us at info@bcwm-ifa.co.uk for a free, no obligation, initial discussion.
With an forever changing pension market, let us guide you through key life decisions and advise you on pensions, investments & savings and tax-efficiency. So, when you retire you can afford the lifestyle you want.
Let's work together to create a tailored investments and savings strategy. We will help you to maximise investment opportunities by creating a balanced portfolio that takes your attitude to risk into account.
There are many ways to protect your family and your standard of living when you need it most. Our priority will be in identifying protection cover that meets your needs, so that those dependent on you are protected.
It is important to make sure that your wealth is inherited by the people that matter most to you. We can assist you to plan in the most tax efficient way and helping you reduce your tax liabilities in all aspects of your life.