Bloomsbury Financial Planning

Smart ideas about wealth

Wealth management

Our clients

We work exclusively with clients for whom we can add significant value and make a real and lasting difference in realising their financial goals.

In most cases, our clients are retired, about to retire or widowed. In all cases, our clients seek to protect and grow their assets. In order to provide a high level of personalised attention for each individual, we work with a limited number of clients. Since we specialise in meeting the very specific needs of wealthy individuals, we work with clients who have £1 million or more to invest.

We deal primarily with five types of client:

• Successful entrepeneurs and business owners
• Senior executives of quoted businesses – often at board level
• Senior legal and accounting professionals
• City professionals – traders, analysts and bankers
• Trustees of substantial settlements

(For more detailed information please read our client case studies)

We see you as the chief executive of your life and Bloomsbury as your personal finance director.

Like any good finance director, we will make sure that you are fully informed so that you can make smarter decisions about your wealth. We ask the tough questions and help you to formulate the best solutions.

Take a look at our linked case studies above, which will give you an excellent idea of the Bloomsbury brand of financial planning, and the way in which we help our clients achieve their financial and lifetime goals.

Our fees
Bloomsbury Financial Planning is a fee-based firm, so our success is tied directly to the success of our clients' portfolios and not to the sale of any financial products. Our fee is calculated as a percentage of the assets we manage and our minimum fee is £2,500 per quarter (plus VAT where applicable).