How we operate

We work in conjunction with BBT Group to deliver a solution designed to meet the needs of their clients.

We aim to review the portfolios quarterly and make any adjustments deemed suitable. However, as discretionary fund managers we can react more frequently to changes in market conditions, re-structuring investments if we consider it to be in your best interests.

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Find out about our team

How can we help?

Our experienced team of Investment Managers and other professionals are always happy to discuss our solutions with you. To get in touch and find out more about what BBT Wealth Management can do for you and your clients, visit our ‘Contact Us’ page.

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BBT Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority (FCA).

BBT Wealth Management Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 950542.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

BBT Wealth Management Ltd is registered in England & Wales number 13268769. Registered office address: 3 Mariner Court, Calder Park, Wakefield, WF4 3FL

The Financial Ombudsman Service is available to resolve individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk

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