As a family business with the backing and support of one of the largest Financial Services Companies in the UK, we build and nurture long term relationships with our clients to ensure that as circumstances change, we are there to assist. 

Any long-term relationship is based amongst other things, upon trust, confidence, respect, loyalty and shared interests. The strength in B2 Wealth Ltd lies in its people. We have dedicated experienced staff working with enthusiasm for our clients. Our staff are imperative to our success, so we focus on investing in their development and onward training. All members of the support team are undertaking Chartered Insurance Institute development programs. 

At the heart of the service provided by B2 Wealth Ltd is the belief in effective communication to ensure that our clients are kept informed of ongoing progress as well as kept abreast of issues that may affect their financial wellbeing as part of the ongoing advice we provide. 

Our communication with you is tailored by designating you with a Private Client Administrator. Our clients select a service and communication strategy to fit their lifestyle and demands.

Clients are kept informed throughout the relationship, we regularly publish a range of exclusive newsletters including WeekWatch and quarterly Investor magazine. As a Client you will be able to select from the range of newsletters, online tools, custom market briefings and other literature we provide so that you can keep totally up to date in the areas that are relevant to you