Individuals and families
We provide tailored advice and support, built around your goals, today and for the future.
Wealth of a lifetime
Award-winning wealth management and financial planning for individuals, families, businesses and charities across the UK.
Expert wealth management for every stage of life
We all have goals worth working towards. Looking after your family, growing your business, planning for retirement or securing the next generation's future. Turning those goals into a plan you can rely on takes expertise, experience and a team that genuinely understands what matters to you.
BM Wealth is one of the UK's leading independent wealth managers, helping individuals, families, businesses and charities protect and grow what matters most to them. We are FCA regulated, offer transparent fees and have offices across the UK.
Unlike many wealth managers, we bring together discretionary investment management and independent financial planning under one roof. Your investments and financial plan work together seamlessly, with a dedicated team on hand to help you understand your portfolio, review your performance and make confident decisions about your financial future.
Who we help
We provide tailored advice and support, built around your goals, today and for the future.
Business owners and entrepreneurs
From building your business to planning your exit, we offer expert financial planning advice on business and shareholder protection, employee benefits, insurance and more.
Charities and trustees
Specialist investment management and financial planning to help charities and trustees invest with confidence.
Sports professionals
Expert financial planning and insurance to protect your earnings and build lasting security.
Professional advisers
Integrated wealth management services for accountants, solicitors and professional advisers.
Not sure where to start?
Speak to an adviserOur wealth management services
From independent financial planning and discretionary investment management to insurance, mortgages and specialist advice, everything you need, under one roof. Our experts help you understand your portfolio, track performance and make confident investment decisions, with transparent fees and no hidden costs.
Financial advice and planning
BM Financial, our specialist financial planning team, will work closely with you to create a plan built around what matters most, from managing your income and growing your wealth today to retirement planning, pensions and securing your family's future.
Investment management
We build and manage a portfolio tailored to your goals, with transparent fees, rigorous risk management and clear reporting so you always know how your investments are performing.
Private and commercial insurance
BM Insurance, our specialist insurance team, works with a wide range of clients, finding the right level of cover at the right price. Whether personal or commercial, we can guide you toward the protection that fits your needs.
Employee benefits advice
BM Benefits is here to be your employee benefits department. Our team of trusted experts can manage every aspect of your employee benefits offer, helping you attract and retain the right people.
Mortgages
BM Mortgages, our specialist mortgage team, can help with high-value loans, second homes, buy-to-lets or complex income structures. We deal with situations like these every day, so we aim to find and arrange a deal that suits your circumstances.
Charity services
We help charities invest with confidence, with specialist knowledge of charity regulation, trustee obligations and the requirements of the Trustee Act 2000.
Personal injury and Court of Protection advice
Specialist independent financial advice for individuals and trustees in Personal Injury and Court of Protection cases, working closely with solicitors and legal teams to support those who have suffered serious injury.
Financial advice for sports professionals
Expert financial planning and wealth management for professional athletes, from the start of your career to long after it ends, with specialist advice on income protection, tax planning and long-term financial security.
Your guide to investing with BM Wealth
Our Client Investing Guide gives you a clear overview of what to expect across the investment services we offer. You'll find information on who each service is most suitable for, how to understand performance, and how we select assets, advise on risk and ensure you can make confident, informed decisions about your financial future.
Our awards
Our commitment to quality is independently recognised across the industry.
2026 PAM NextGen Leaders
Two of our advisers recognised nationally
VouchedFor
Top Rated Advice Firm, 2026
BM Financial
Defaqto Stars for Solutions
Bespoke Portfolio Service, Managed Portfolio Service and Platform Managed Portfolio Service
Partnering with the best in class
We sponsor and partner with organisations across the UK who share our values of discipline, excellence and dedication. Supporting the communities we live and work in, learn more about our partnerships here.
Arts and film
Equestrian
Grassroots sport
Regional business