At BDR Financial Services, we believe every client is unique, so we support you with a unique financial plan built around your personal aspirations, priorities and lifestyle. We also believe it’s essential to actively manage your retirement plan, staying one step ahead of volatile markets and your own changing circumstances. That’s why we aim to create a partnership for life.
The world never stands still. Volatile investment markets, changing economic cycles, government reforms and your own evolving lifestyle needs can all impact your financial health, for better or worse. At BDR Financial Services we will help you actively manage your plan, identifying new opportunities and emerging risks, so you’ll always be ahead of the curve.
A partnership for life
As you and your family move towards and through retirement, your financial needs will change and evolve. We’re here to support you and your family at every stage, with insights and solutions to help you grow, manage, protect and transfer your wealth.
Fee for advice
We led the industry in introducing an absolutely transparent fee-for-advice model, so you’ll always know upfront exactly what our services will cost. When you engage us, we’ll clearly set out the fees you can expect to pay and the benefits you can expect receive in return.
Trust and transparency
Our relationship with you is built on trust and transparency. Because we’re an independent business, you can be confident we’ll only provide advice that is in your best interests. And we’ll always discuss the risks and benefits in detail, so you can make a completely informed decision.
Helping you take control
Few things equal the satisfaction of achieving your retirement goals by taking personal control of wealth creation. We work in collaboration with you, giving you the knowledge and opportunities you need to take control of your retirement plans.