Client login
Client portal
The BM Wealth client portal gives existing clients access to valuations, contract notes and statements. Portal access is issued by your adviser.
Existing clients
Your adviser will send your portal credentials by secure email when your account is opened.
If you have lost access, call the desk on 0207 097 2531 and we will reissue it.
Not yet a client
Request a callback and a senior broker will talk through your income objectives before any account is opened.
Security
We will never ask for your password or full security details by phone or email.
Support
Email info@brooksmacdonald.biz for help with statements or documentation.