Thank you, we have received your enquiry
One of our specialist advisers will be in touch shortly. They will look at your full financial picture to help you build a plan that gives you confidence in the years ahead.
What Happens Next?
We Will Be In Touch
A specialist adviser will contact you soon for your free, no-obligation conversation where we discuss your goals, and how we can support you. We will take time to understand your priorities, and what you want to achieve before making any recommendations.
Take Your Time
You can then take as long as you need to decide if you wish to go ahead with Bower Wealth, and our advice. You will not be pressured into any agreements, and you can withdraw your interest at any time.
Getting Started
If you wish to go ahead, your adviser will book in a further discussion to set out a plan. This could include a review of your investments, setting up a private pension or another form of financial plan.
Implementing Your Strategy
The hard part is done, you just sit back and relax while your dedicated adviser works for you. Your adviser will provide you with updates on an ongoing basis. If anything changes in your life, or finances, just book in a call with your adviser.
Frequently Asked Questions About Financial Planning
The first meeting is an honest and open conversation to understand your situation, goals, and what you are hoping to achieve. There are no obligations, and it is just as much a chance for you to ask us questions as it is for us to learn about you.
Yes. The first meeting is free of charge and comes with no commitment to proceed. We will only discuss fees once we have agreed on the scope of any advice you would like us to provide.
It helps to bring recent pension statements, details of any savings or investments, and a general sense of your income and outgoings. Do not worry if you do not have everything to hand, we can guide you through what is needed.
The two are closely linked. Your salary, dividends, pension contributions, and the eventual value of your business all affect your personal retirement income, your tax position, and your legacy. We consider both together to make sure every decision serves your broader financial goals.
We will always explain our fees clearly before any work begins, so you know exactly what to expect and there are no surprises.
If you would like to go ahead, we will carry out further research and come back to you with clear recommendations tailored to your goals. There is no pressure to proceed, and you are free to take time to decide.
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.