BMC Wealth Management Limited
Brett Caffrey is an experienced Financial Adviser with 14 years in the financial industry and a Diploma in Financial Planning.
After two successful years as a financial adviser with Prudential Financial Planning, Brett was delighted to establish his own financial advice business, BMC Wealth Management, as a Member of The Advice Partnership from Prudential.
Brett has been helping people achieve financial security throughout his career, and has expertise across all areas of financial planning, including retirement, investments, and protection. Brett takes pride in providing investment solutions to meet individual client needs. He provides bespoke advice, following a rigorous assessment of each client’s financial needs.
Quite simply, Brett provides sound, personal and expert advice.
In his spare time, Brett enjoys spending time with his fiance and two dogs.
From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.
BMC Wealth Management Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.