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Our experienced financial advisors provide a bespoke high quality service tailored to your current circumstances and future aspirations.

We provide wholly tailored financial advice to each of our clients. We take the time to listen and to understand what’s important to you, your family and your business, allowing us to present holistic advice to protect and grow the value of your wealth.

Our clients are at the heart of everything we do at Bond Dickinson Wealth. Our team of experienced, highly qualified financial advisors are all committed to delivering an excellent level of service. Whatever your aspirations and objectives, circumstances or feelings about investment risk, we’ll work closely with you to understand what’s most important to you.

We work alongside the legal and tax specialists at Bond Dickinson LLP, or with your other advisors, to provide a comprehensive and integrated approach to legal, tax and financial planning. Our service covers the full financial planning spectrum, including advice about investments, retirement planning and your protection needs. We look to make sure that your wealth grows with you as you move through your life, and that your family is protected should anything unforeseen happen. We also provide advice to business owners to ensure the success of their business, including advice to protect the business during difficult times and to provide a good benefits package to employees.  

We are authorised and regulated by the Financial Conduct Authority to provide independent, fee based advice. Our independent status means that we can select financial arrangements for you from the whole of the market place and from any product type, so we will always find the best financial solution for you. We will always agree our fees with you in writing, before any work is carried out, so you’ll be clear what you will be paying and when.

Our advisors are all highly qualified and half of the advisors within our team have obtained their status as Chartered Financial Planners. This demonstrates our commitment to only having the best people on our team, resulting in the best advice and service for our clients.

Get in touch

Head of Wealth
T:+44 (0)191 279 9756