MSBM Wealth

Independent Financial Adviser  48 Wintersdale Road, Leicester, Leicestershire, LE5 2GJ
First meeting at adviser's own cost
Building your Financial future together, we provide the solution to your goals/needs. Whether its complexed world of Final Salary Pension Schemes, investment planning or protection. We can help!
We can advise you on
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
Response rating
7.0/10
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FCA authorised
Last authorised 7th June 2021
Meet our advisers
Mr Ranbir Makh
Director & Independent Financial Adviser

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Accreditations
Certified Financial Planner
About us

At MSBM Wealth we have over 30 years of experience to draw upon, on top that we are part of a bigger parent company ‘Pi Financial’ (a national firm) to oversight any work undertaken to give you that extra layer of protection.

We understand how important your finances are to you, so our aim is to listen, understand, gather information before we put the right adviser in front of you.

We want you to become part of our family of clients and for us to become part of yours.

Our services

We understand how important is to make the right financial decisions based on your individual circumstances no matter what area of financial advice required. That’s why at MSBM we are here to listen, engage and then advice the best solution for you. We understand that this is about you ‘our clients and getting it right first time’.

We have FCA qualified advisers in all areas to address any financial need, however small or complexed. We believe that not every individual will have the same needs and objectives, our solutions are based on you and that’s what makes us different from the rest.

We believe we do a great job for our clients, see for yourself with a non-obligatory initial consultation.

Where to find us
Head office address: 48 Wintersdale Road, Leicester, Leicestershire, LE5 2GJ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 7th June 2021

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