BCWM Client Services
13 Upper Mount Street
Dublin D02 F407
Who we are
We are a financial planning and investment advisory firm that offers in depth advice and support to clients and their families providing a unique partnership and long term relationship with our clients.
We focus on ‘total wealth’ preservation, and enhancement. To ensure there is a proper structure to provide the requisite advice and guidance we have developed our unique Five Fund Analysis financial planning tool.
We provide bespoke customised wealth management services on a fee-only basis. This ensures we place our client interests first. We objectively assess the client’s current wealth structure and identify whether any changes in existing assets or financial gearing are appropriate, and what are the proper investment choices to fulfil client needs. We do not receive or charge commissions for selling financial products or organising financial investment transactions. Accordingly, we are not incentivised to engage in transactions or ‘churn’ investments.
We believe this ‘fee only’ approach gives our clients the reassurance that we are committed to a long term, mutually rewarding partnership with them.
We are our clients’ investment advisor and guide. We assess the current (and likely future) needs and circumstances of each client. This assessment forms the basis for the creation of a structured personal financial plan, that is agreed with the client. We create customised portfolios (using Equities, Bonds, Real Property, Exchange Traded and Actively Managed Funds as well as other more specialised investments) that are designed to fulfil the criteria specified in the agreed personal financial plan. We specify (and agree with the client) the risk and desired return, boundaries, and we use our unique Boundary Risk Analysis investment tool, to match each investment recommended with the historic risk/return data for each investment.
We believe our Boundary Risk Analysis provides a unique ability to maximise return within specified risk parameters. Our investment process ensures that not alone are investments selected to provide optimal return, but each investment is carefully monitored to ensure that under/over valuation of particular investment categories/sectors (as well as individual investments) are properly identified, and appropriate portfolio alterations implemented, in consultation with client requirements.
BCWM plc is regulated by the Central Bank of Ireland to provide the following investment services: Investment Advice, Receipt and Transmission, Portfolio Management and Investment Research.