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Financial Consultants

BWD

BWD is a financial consulting firm based in Leeds, England. They offer a range of financial services to their clients, including financial planning, investment management, and risk assessment. With a team of experienced consultants, BWD is committed to providing their clients with personalized solutions to help them achieve their financial goals. As experts in their field, BWD is dedicated to staying up-to-date with the latest industry trends and regulations to ensure their clients receive the best possible advice and service.

Introduction to BWD

BWD is a financial consulting firm based in Leeds, England. The company has been providing financial services for over 30 years. BWD prides itself on being a unique company that prioritizes building long-lasting relationships with its customers. The company's team of financial consultants has extensive knowledge and experience in the industry, making them experts in their field.

Services & products

BWD offers a range of financial services, including investment advice, pension planning, and wealth management. The company's financial consultants work with clients to create personalized financial plans that meet their specific needs and goals. BWD also offers a range of financial products, including insurance, bonds, and stocks.

Location

BWD is located in the heart of Leeds, a bustling city in northern England. The area surrounding the company's office is home to many businesses, including restaurants, cafes, and shops. Customers can expect to experience the vibrant energy of the city when visiting BWD. The company is conveniently located near public transportation options, including the Leeds train station, which is just a 10-minute walk away.

Benefits

Customers should choose BWD for their financial consulting needs because of the company's commitment to building strong relationships with its clients. BWD takes the time to understand its clients' unique financial situations and works with them to create personalized financial plans that meet their specific needs. The company's team of financial consultants has extensive knowledge and experience in the industry, making them experts in their field.

Good to know

Customers should be aware that BWD is a fee-based financial consulting firm, meaning that the company charges a fee for its services rather than earning commissions on products sold. This ensures that the company's financial consultants are working in the best interest of their clients.

Reviews

BWD has received overwhelmingly positive reviews from its customers. Many customers praise the company's financial consultants for their expertise and professionalism. Customers also appreciate the personalized attention they receive from the company, with many stating that they feel like their financial needs are truly being heard and addressed.

Amenities

  • amenity
    computer
  • amenity
    wi-fi
  • amenity
    coffee maker
  • amenity
    reception desk
  • amenity
    parking
  • amenity
    wheelchair accessible
  • amenity
    financial advice
  • amenity
    investment advice
  • amenity
    tax planning
  • amenity
    insurance services

FAQ

What types of financial services do you offer?

We offer a range of financial services including financial planning, investment management, retirement planning, estate planning, and tax planning. Our services are tailored to meet the specific needs and goals of each client.

What experience do your financial consultants have?

Our financial consultants have many years of experience in the financial industry. They have a strong educational background and are highly skilled in financial planning, investment management, and other financial services. They regularly attend industry conferences and seminars to stay updated on the latest trends and best practices.

How do you charge for your services?

We charge for our services on a fee-only basis. This means that we do not receive any commissions or kickbacks from the financial products we recommend to our clients. Our fees are transparent and based on the complexity of each client's financial situation.

Can you provide references or case studies of your past clients?

Yes, we can provide references and case studies of our past clients upon request. We are proud of the work we have done for our clients and are happy to share their success stories with potential clients.

How will you tailor your services to meet my specific financial goals and needs?

We take a personalized approach to financial planning and tailor our services to meet the unique needs and goals of each client. During our initial consultation, we will work with you to understand your financial situation, goals, and risk tolerance. From there, we will develop a customized financial plan that is designed to help you achieve your objectives. We will continue to monitor your plan and make adjustments as needed to ensure you stay on track.

Reviews

  • Nick Taylor

    Unprofessional . Giving recruitment consultants a bad name

    28-12-2022

  • Peter Vuorela

    Had an interview arranged by this recruiter but never heard back. Very disappointing and unprofessional. Agencies should let you know even if it's a no - it only takes a quick call or an email. I might be a candidate today but could be a client one day. I'd use someone elss if I was hiring.

    28-05-2022