Company
Awards and ratings
Recognition is useful only as evidence of consistency. These are the measures we hold ourselves to and report on openly.
Independent ratings
Our discretionary portfolio services are reviewed by independent research agencies covering performance, risk control and transparency of charges.
Client satisfaction
We survey clients annually on clarity of reporting, responsiveness and whether their plan is understood. Results are shared with all clients.
Professional standards
Advisers hold Diploma or Chartered status as a minimum, with continuing professional development recorded and audited.
Regulatory standing
BM Wealth is authorised and regulated by the Financial Conduct Authority. Our complaints and outcomes data is available on request.