At BLG Wealth we judge our real success not by the number of new clients we attract, but by our many current clients who remain loyal to us year after year.
About BLG Wealth
WE UNDERSTAND YOU HAVE A CHOICE OF WHO YOU USE AS YOUR FINANCIAL PLANNER AND THAT IF YOU ARE NOT HAPPY WITH EITHER OUR ADVICE OR SERVICE YOU WILL SIMPLY TAKE YOUR BUSINESS ELSEWHERE.
We know from your feedback that you really value our face to face meetings that are scheduled up to four times a year. You understand there will be many factors that could impact on our agreed investment or business strategy and any required adjustments are best implemented sooner rather than later. Factors such as general elections, global geopolitical events, currency fluctuations and unexpected economic data could all have a significant impact on the investment markets.
At the heart of high quality advice is really getting to know our clients. By taking the necessary time to fully understand your feelings on attitude to investment risk, your family, your career, your dreams and aspirations we gain a true insight as to what are our clients true priorities. This will not necessarily happen from just the first or even a second meeting. Any relationship takes time to evolve and how much time will depend upon many issues. However, we do know the better more open and trusting the relationship the better the financial outcomes.
The Personal Finance Portal
This is why being "serious about relationships" is the cornerstone of our client philosophy.
What to expect from
your Financial Planner
A friendly and courteous welcome
A full understanding of how we engage with you and any associated costs
Someone who genuinely cares about meeting and indeed exceeding your expectations
They are well prepared
Knowledge and relevant expertise
Straight talking, jargon fee communication
Honesty and integrity
Someone who will always go the extra mile when required
What we need from you
Answer questions comprehensively and honestly
Inform us of any material change in your personal or financial circumstances
Seek clarification at every stage
Immediately let us know if our service delivery falls below your expectations
Provide a quick response to all our queries
Let your family, friends and colleagues know of your experience with BLG Wealth
Our business has grown successfully as a result of recommendations and we are delighted when we receive this ultimate appreciation from satisfied clients.
Get In touch
If you are interested in becoming a client or you would like to learn more about our services, then we would be delighted to hear from you. Call us on 020 7628 2089 or alternatively fill in the contact form.
BLG Wealth Limited
Salisbury House, London Wall,
London, EC2M 5QQ