Strategic Partners

Our clients desire to secure the financial future for themselves and their family extend well beyond the financial planning and investment services they receive from BLG Wealth.

Strategic Partners

Our clients will regularly consult with us when an event of some significance impacts on them or their families lives. This would include, but by no means only, redundancy, moving house, buying or selling a business, marriage, divorce or childbirth. However, whilst proud to promote our excellence as an independent financial planning firm we will acknowledge our limitations.

It is not unusual for our clients to ask for a recommendation for a family lawyer, tax accountant, employment lawyer, commercial financier or a commercial broker. Therefore, we see as a key part of our service proposition to be working with a group of high quality professional service providers including: lawyers, accountants, brokers etc.

If your particular requirements involve the need for advice from accountants, lawyers, business advisors, bankers, stockbrokers, insurance brokers; BLG Wealth have professional connections in these areas and will provide you with a personal introduction.

Business Family &
Personal Protection


Residential &
Commercial Mortgages


& Investments