“Listen” “Understand”. In a recent survey, these were the two words our clients used most often to describe what BDB does well. Once we understand what’s important to you, we can develop financial strategies that can make a profound, positive difference to your life.
Here is what some of our clients have to say about how we have helped them change their lives.
Lorraine describes how we helped her redefine her definition of wealth, understand the real value of time and see how change is possible despite how impossible it felt at the time.
Now that Neil and Alison feel able to put financial risk into context, they’ve been able to make positive, life-changing decisions – like buying that “little bit of Scotland” they always wanted.
Peter explains how we’ve helped him realise that it’s about how money can make possible the experiences he wants, and how he now feels free to spend time in the sunshine.
“Thank you for all your help, you are so skilful in your role that you make it look as if I am the only person you look after.”
“I didn’t realise I needed a personal finance director until I met Tim.”