Making dreams a reality since 1979
Our mission is to provide lifelong financial guidance that enables our clients to make well-informed decisions about their financial future. Our approach to financial planning is to ensure we fully understand each client's unique needs and personal goals, by doing so, we support our clients through the financial journey to achieve their aspirations.Our Expertise
BSG Financial Solutions has achieved the coveted Chartered Financial Planning status. As a firm of Chartered financial planners we have satisfied rigorous criteria relating to professional qualifications and good ethical practices. We have a deep understanding of the financial industry and are up-to-date with the latest developments. We use this knowledge to provide bespoke financial solutions that best suit our clients' needs.
Our Commitment to Results
At BSG, we are committed to delivering results for our clients. We understand that our clients rely on us to provide them with expert financial advice that will help them achieve their dreams. We take this responsibility seriously and work tirelessly to ensure that our clients receive the best possible service and achieve the results they are looking for.
Our Philosophy
We love what we do. We have the privilege and responsibility to become intricately involved in the lives of a very diverse range of people, often with incredible stories to tell. Because of our skills, knowledge and passion, they are able to entrust their financial future, and the financial future of their children into our hands. To us, that is very special and resonates with the team and our core values.
Our Experience
With over 40 years of experience, BSG has established itself as many families and businesses trusted financial adviser. We have worked with clients from various walks of life and have helped them achieve their financial goals. We operate a team ethos and will surround you with the right talent and experience to ensure that your financial solutions are always fit for purpose and is aligned with your accountant or solicitor.
Business details
- Year established: 1979
- Employees: 16
- Licensed
- Insured
Highlights and features
- - Wealth management
- - Retirement planning
- - Investments
- - Pensions
- - Inheritance tax planning
- - Financial planning
- - Tax planning
- - Income protection insurance
- - Mortgage advice
- - Life assurance & critical illness
Associations and certifications
- Chartered Financial Planners
Payment methods
- Cash
- Debit cards
- Credit cards
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Services
Financial Planning
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Our financial planning service is designed to align your aspirations with the effective management of your investments. Following a thorough assessment of your current financial arrangements, we provide tailored recommendations, ranging from minor adjustments to more significant refinements, always explaining the potential risks and benefits. Once agreed, we implement your plan and handle the administrative requirements. We also review progress regularly to ensure your plan evolves with your changing goals, recognising that the value of investments may fluctuate. Mortgage advice
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We are committed to providing expert mortgage advice tailored to your individual circumstances, always acting in your best interests rather than those of the lender. With access to a wide range of products, we can help whether you are buying your first home, moving property, refinancing, or raising capital for approved purposes. Our Advisers will guide you towards the most suitable option for your needs. Your property may be repossessed if you do not keep up repayments on your mortgage. Most Buy to Let mortgages are not regulated by the Financial Conduct Authority. Group Protection
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We provide tailored group protection solutions designed to safeguard both employees and businesses while strengthening workplace culture. Our service covers life insurance, income protection, critical illness cover, and private medical insurance, offered either individually or within a wider benefits package. Delivered by qualified advisers, these cost-effective solutions enhance recruitment, retention, and engagement while supporting an organisations duty of care.
People
Nigel Preece
Managing Director
After starting out in the financial services industry in 2000 with Blair Dunlop Associates, Nigel achieved the coveted title of Chartered Financial Planner back in 2007. He went further in being appointed a Fellow of the Personal Finance Society.
Following the acquisition by BSG Financial Solutions in 2011 he built his standing to being appointed Managing Director. Nigel is passionate about his clients and likes to be considered as trusted partner to the wider family.
Following the acquisition by BSG Financial Solutions in 2011 he built his standing to being appointed Managing Director. Nigel is passionate about his clients and likes to be considered as trusted partner to the wider family.
Sarah Wichelow
Director
Sarah has been with BSG for 6 years and has achieved the status of a Chartered Financial Planner. In 2022, Sarah was appointed as a Director and is excited to be involved with the future development of BSG.
Sarah is an enthusiastic and hard-working member of the team, who is keen to provide a quality service for our clients. Outside of work, Sarah spends most of her time catching up with friends whilst testing out new places to eat!
Sarah is an enthusiastic and hard-working member of the team, who is keen to provide a quality service for our clients. Outside of work, Sarah spends most of her time catching up with friends whilst testing out new places to eat!
Mark Edwards
Business Development Director
Mark has 40 years experience within the Financial Services industry and joined BSG in December 2013. Mark believes that customer focused service delivered by talented people is what makes our business great and that our clients are best served when they have the power of a structured team supporting them.
His role has a focus on recruitment and development to ensure we get it right first time. Away from work he enjoys sport, reading, music and walking as key leisure activities as well as the inherited childcare responsibility for the grandchildren.
His role has a focus on recruitment and development to ensure we get it right first time. Away from work he enjoys sport, reading, music and walking as key leisure activities as well as the inherited childcare responsibility for the grandchildren.
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Reviews (6)
Robert
May 25, 2025
Neil
Apr 20, 2025
Michael
Mar 11, 2025
Nicola
Oct 05, 2024
Whilst I am not an expert in these matters at any level my instinct has been to trust this team and thus far this has been well founded. The advice given seems appropriate to my circumstances, it is presented clearly and courteously, with due deference to my low levels of understanding (or interest).
Joan & Peter
Sep 05, 2024
Stephanie
Jun 12, 2024