We work well with both Individuals and Business Owners, helping them plan for their financial future. Our advice covers Investments, Pensions and Protection.
We offer a service rather than sell a product. Bleathwood is specifically designed to offer clients a regular review service at an appropriate cost.
We help clients build a financial strategy and through regular meetings review how the plan is progressing.
We are passionate about providing Independent Financial Advice, which is supported by over 28 years worth of experience and high level qualifications. We help clients develop a strategy so they achieve their goals rather than sell products. We offer a "no obligation" initial discovery meetings were we explain how we work, costs and how we help you achieve your goals.
We are appointed representatives of Sense Network Ltd, a national network of Independent Financial Advisers.