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.
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.
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?
“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.
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.
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.
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.