Business Details
47 Years
experience
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.
Details
- Year established: 1979
- Employees: 16
- Licensed
- Insured
Highlights and features
- We have over 40 years of experience since 1979.
- Our team consists of Chartered Financial Planners.
- We build valued lifetime relationships with every client.
- We tailor financial solutions to each client's unique needs.
- We are authorised and regulated by the Financial Conduct Authority.
Associations and certifications
- Chartered Financial Planners
Payment methods
- Cash
- Debit cards
- Credit cards
Services
Financial Planning
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
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
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.
Reviews (6)
Robert
May 25, 2025
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BSG have always given us first class support and service, rightly tailoring our investment products around our short, medium and long-term needs, whilst also dealing promptly with any queries we may have or changes we may want. We would recommend them highly as an Financial Adviser.
Neil
Apr 20, 2025
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Sarah Wichelow understands our financial and family situation very well. She is always able to offer sound advice based on our circumstances. It's very important for us that Sarah is a point of contact should any of our family need her help.
Michael
Mar 11, 2025
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My financial adviser is excellent in communication and answering all my questions timely and yearly review in a clear and understandable manner.
Nicola
Oct 05, 2024
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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
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BSG provides an excellent service which we highly recommend. Nigel always offers the highest standard of professional advice backed up by a highly competent friendly team.
Stephanie
Jun 12, 2024
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Sarah has been brilliant supporting us with getting our first mortgage. She's been clear with all the steps and advised us on a number of areas we weren't aware of. It's really helped to put our mind at ease during a stressful process.