”Developing successful financial strategies to meet our clients' aspirations”

Karl Bruck and Peter Wall are the Directors of BW Financial Planning Limited who are a Senior Partner Practice of St. James's Place and have over 49 years’ experience in financial services.

'Our commitment to you is to help you identify your needs and objectives through a friendly and professional advisory process. We will then devise the appropriate practical solutions to meet those goals through the extensive products and services available to us. Your financial welfare is of paramount importance to us as the success of our practice is dependent upon building successful relationships with our clients. The level of satisfaction may be judged by the fact that most new clients come to us as a result of personal recommendation by existing clients.'

As a practice we understand how complex the issues of finances can be for the majority of people. With this in mind our aim is to simplify the process and assist in securing a strong financial future for our clients. This is something we both feel passionate about which is why many of our clients come to us from personal recommendation.

We provide a personalised wealth management service to help secure a stable future whether for yourself, your family or your business. Obtaining the correct advice and planning to achieve your objectives and goals is one of the most important steps you will ever take. It is also useful to regularly review your financial situation to take advantage of any developments in legislation and tax law that may apply to you. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial situation is crucial.

We both believe that together with you we can offer you successful financial strategies to meet your aspirations