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Increasingly, we find our clients are interested in ethical and sustainable investments, and we have dedicated significant research and work in this area.
One of our Investment Partners, TAM Asset Management, offers an outstanding and award-winning range of ethical and sustainable investment options. We are pleased to announce that this area is now part of our available investment offering for our global clients.
If you would like further information, we are happy to discuss how these ethical and sustainable investment options can be facilitated through your investment and pension holdings.
Contact us at:
enquiries@bgwealthmanagement.net
Before you engage us, we’ll get to know you to make sure we’re a good fit in terms of understanding what is most important to you.
After our discovery call, we will summarise our understanding of your current situation and the key objectives which will ensure we're aligned with your goals.
Once you’re happy that we’re right for you, we’ll provide our recommendations and implement them for you. But there’s never any pressure from us to proceed – that’s just not our style.
We will implement your plan, constantly monitor and report on the performance to ensure your private wealth is optimised and aligned with your goals and working for you. Additionally, we’ll provide you with regular statements and a half yearly review to ensure that you remain up to date with any investment or tax changes and that we continue deliver for the long term.
