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 it very special and resonates with the team and our core values. BSG helps clients make the most of their wealth, whilst providing a confidential and safe home for all their financial needs. Our service is built around comprehensive financial planning and sound investment principles. By exploring your goals and objectives we can tailor a financial strategy specific to your needs and dreams. We use our expertise, analytics, behavioral coaching and cash flow modeling to ensure that you avoid any pitfalls and maximise all of the available opportunities and allowances that you have. We ensure that you are being as tax effieicent as possible and can make informed decisions, helping you find the answers to those important questions: With experience dating back to 1979, BSG offers financial solutions for both personal and corporate clients and 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. Our core values run all through our business in our aim to deliver an excellent client experience. BSG Financial Solutions is a trading name of BSG Financial Solutions Limited which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. Approved by The Openwork Partnership on
View Top Employees from BSG Financial Solutions | Chartered Financial PlannersWebsite | http://www.bsgfs.co.uk |
Revenue | $5.1 million |
Employees | 25 (25 on RocketReach) |
Founded | 1979 |
Phone | +44 1923 852080 |
Technologies |
JavaScript,
HTML,
PHP
+13 more
(view full list)
|
Industry | Financial Services, Finance General, Finance |
Competitors | Friar Gate Independent Financial Services Ltd, M P Warren & Associates, PSG Financial Solutions | Independent Financial Planning & Advice, Tower Hill Associates Limited, financialadvisers4u |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52399 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
Looking for a particular BSG Financial Solutions | Chartered Financial Planners employee's phone or email?
The BSG Financial Solutions | Chartered Financial Planners annual revenue was $5.1 million in 2023.
Richard Lubek is the Managing Director of BSG Financial Solutions | Chartered Financial Planners.
25 people are employed at BSG Financial Solutions | Chartered Financial Planners.
The NAICS codes for BSG Financial Solutions | Chartered Financial Planners are [52399, 523, 52, 5239].
The SIC codes for BSG Financial Solutions | Chartered Financial Planners are [628, 62].