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We take pride in providing quality, independent financial planning
advice to meet your needs.

What we Do

We specialise in providing financial planning advice on a range of different pension, investment and financial protection solutions. 

We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development

We pride ourselves on providing quality, independent advice in a straightforward manner to help you understand and identify the best financial solution to meet your objectives.

The team at Bonum Wealth are experienced in developing financial plans that have a positive impact on people’s lives.

 

Logan Smith

Trainee Financial Planner

Having enjoyed working in the finance sector over the past few years, it gave me a flavour for the industry and fuelled my drive to expand my knowledge further. This led me to the Trainee Financial Planner role at Bonum Wealth. I am eager to develop a strong understanding of the technical aspects of financial planning through a combination of on-the-job learning, as well as studying for my professional exams (CII’s Diploma in Regulated Financial Planning).

In my spare time, I enjoy watching and playing football, going to the gym and travelling. Sport has always been a passion of mine- after leaving school, I studied Sport & Physical Activity at the University of Strathclyde and gained a First-Class Honours Degree.

e: logan@bonumwealth.co.uk

Chris Scott

Client Support

I have been working for Bonum Wealth for over 2 years. I now hold the title of Client Support. As well as continuing to learn on the job, I am studying for my professional exams.

In my role as client support, I hope to continue learning the more technical aspects of financial planning and expanding my knowledge in this field.

In my spare time, I enjoy being at the gym, going for long walks, spending time with my friends, travelling, and exploring new places.

e: chris@bonumwealth.co.uk