Welcome to BW Financial Planning Limited

Our commitment to you is to help you identify your needs and objectives through a friendly and professional advisory process.

What we do

We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.

About us

We pride ourselves on building long-term relationships with clients.

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Advice and services

We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.

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Please get in touch to discuss your financial requirements in more detail.
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Testimonials

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I have found Karl Bruck at BW Financial Planning to be extremely proactive and helpful in all aspects of my financial planning. He has helped me get my pension and ISA into the right funds of which the results have been very positive. Karl has also helped me with other matters such as mortgages whic...
Private Client
Your home may be repossessed if you do not keep up repayments on your mortgage.

SJP Approved 09/08/2023

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

BW Financial Planning Limited is registered in England and Wales, Number 6649429. Registered Office: 1110 Elliott Court, Coventry Business Park, Coventry, CV5 6UB.
Copyright St. James's Place © 2024
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Copyright St. James's Place © 2024