Enabling your dreams

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.

 

Financial Planning

How do we work as Your Personal Finance Director? We’ll help you discover what true wealth really means to you. We’ll give you the financial security to live your life to the full.

The Bucket

We think of your financial future being like a bucket which over time gets topped up with income and depleted by funding your lifestyle. What does yours look like? Does it run out or overflow?

Why choose BDB to direct your finances

“Peace of mind“, “Not thinking about money any more“, “Massive benefits to come in the future“, “Explore what’s possible“. Find out why our clients love our fresh approach to financial planning.

Optimising your finances

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.

Enabling your dreams

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.

 

Putting risks into context

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.

A new kind of financial planning process

Scott & Jo talk about the power of working with the BDB team as a couple so there’s a shared understanding – and they explain how BDB has helped them provide for their kids, reduce inheritance tax and manage a host of life changes.

BDB - Your Personal Finance Director