We are a wealth management firm offering comprehensive, integrated advice to our clients for over 75 years

Welcome

If you need assistance in wealth management, the BCWM team have the expertise, experience, integrity and objectivity that you can trust.

Incorporated in 2006 and regulated under the MiFID regulations, BCWM was born out of, and continues a 75 year old tradition of advising clients and their families. We take a holistic view of financial planning and wealth management looking at the client’s overall financial circumstances, requirements and aspirations.

Because of our experience and culture, we are able to call on a range of advisory services thus providing a truly unique depth of service even for the most complex of financial planning and investment issues.

If you seek these attributes and need assistance in wealth management, please get in touch today.

OUR SERVICES

Finding peace of mind starts here

We provide integrated, comprehensive wealth management services in collaboration with other professionals. We work to help you protect and enhance total family wealth – and reach your goal of financial security.

Financial Planning
Financial Planning
Asset Management
Asset Management
Business Advisory
Business Advisory
Property Through Pension
Property Through Pension
Self Directed Pension Provision
Self Directed Pension Provision
Custodianship Trusts and Transaction Support
Custodianship Trusts and Transaction Support

Our People

Our Process

Insights

We work to help you protect and enhance total family wealth and reach your goal of financial security. And it all starts with the development of a comprehensive personal and financial family plan.

NOREEN O’SHEA, EXECUTIVE DIRECTOR

PLAN FOR THE FUTURE WITH US

Let’s Talk

Get in Touch