Bonum Wealth has over 25 years experience in financial planning and wealth management. Bonum Wealth is proud to be independent, not tied or restricted to any one company or provider. How does this benefit you? Being independent means you can be sure Bonum Wealth always acts in your best interests and those of your family and the next generation when creating investment solutions specific to your needs.
Company director, Stephen Grimes, is a Chartered Financial Planner. Being chartered is an important industry accolade and is considered the “gold standard” for professional financial planners in the UK. This qualification supports the practical experience which Stephen has gained over two decades in financial services. The two go hand in hand ensuring you receive high quality advice and guidance in line with regulatory requirements and ethical standards.
The word ‘bonum’ is latin for good. We work with good people, providing good advice and good planning solutions. At the heart of businesses is our core values:
- Expert knowledge
Combining these values with these professional standards and behaviours is key to providing you with a personalised, trustworthy and reliable service for many years to come.
Bonum Wealth specialise in financial planning and wealth management, working with you to help you achieve your financial goals and the future lifeplan you wish to attain.