Bower Wealth delivers measured one-to-one wealth management advice and support.
Helping you to achieve your personal and professional financial goals.
You have worked hard for your money all your life. Now it is time to make it work hard for you.
From choosing and managing high yield investments to managing pension portfolios, your Bower adviser can provide expert guidance on all aspects of wealth management and financial planning.
But beyond this, we believe you need to feel reassured that there’s a team of dedicated people always on hand to help you.
You may have spent all your professional life working and planning for retirement, or perhaps you are just ready to take stock and plan for the future.
Let’s see how we can make your retirement the very best it can be.
Our History
“Excellent professional service handled with the minimum amount of fuss. Every step clearly and painstakingly covered. For those considering a similar venture I would heartily recommend the efficiency and professionalism of this organisation.”
“Nothing was too much trouble for them. I wouldn’t hesitate to recommend the personal service provided by Bower as opposed to the impersonal brokerage firms.”
“Thoroughly deserved 5 stars, from first enquiry to final outcome. First class job, first class outcome.”
In a fast-changing world, achieving financial security becomes even more important – and even more of a challenge to plan for properly.
Plus, the financial ecosystem is a complex one that never stays still. The increasing digitisation of services, new types of products and evolving rules and legislation all go to make the world of finance difficult to navigate.
Which makes it vital you get clear, effective, personalised support from the company that can really help you – Bower.
HOW IT WORKS
Before undertaking any work on your behalf, we will always inform you in writing of the cost. You will then be free to decide whether you wish to instruct us. Our fee structure will be dependent on the complexity of your situation and the work you wish us to undertake. Initial meetings are offered at our expense and without obligation. Please ask for a copy of our Client Agreement which contains details of our typical fees.
Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a guide to the future. The value of current tax benefits is subject to change.
Bower Wealth, Ongar Business Centre, The Gables, Ongar, CM5 0GA
