Our Service

BV Services provides an holistic service which takes into account your complete financial situation, as well as your aspirations and expectations.

As independent financial advisors, BV Services undertakes research of the whole market place and offers personalised advice on all of the following:

Savings and investments
Pensions and retirement
Personal and business protection
Life changes
Mortgages
Education fees
Equity release
Long term care fees planning
Inheritance tax planning

How do we charge for our advice?

Our first meeting with you is free of charge and is completely without obligation.

Subsequent meetings, advice, reports, servicing, etc. will be subject to a fee. Fees will be agreed with you in advance and the amount charged will be dependent on the nature and complexity of the work undertaken on your behalf and on the level of service you require. Please enquire for further details.

You are not obliged to take our advice in any way. However, work undertaken on your behalf and as agreed by you, after the initial meeting at our expense, may be subject to a charge.