Bower Wealth delivers measured one-to-one wealth management advice and support. Helping you to achieve your personal and professional financial goals.
Quality tailored advice, made bespoke to you and your needs.
Bower Wealth is part of the Bower Group. With quality advice assured.
Find a local financial adviser and wealth manager.
During the first initial call we will explore your life journey and discuss your financial goals and our services to establish if we are the right fit. If we agree that our services will add more value than our fees, we will get started with uncovering your aspirations in more detail.
Together, we will go through everything you want to achieve in your retirement and review your current finances. We will discuss your retirement goals, including how much money you hope to have available when you decide to finish your working life. We will also collect as much supporting documentation as possible during this phase.
We will then arrange another meeting to go over your bespoke financial plan. This plan will be created purely to help you achieve your goals in the way that works best for you, and make your wealth work harder for you as life progresses.
We will carry out your agreed plan to the letter, taking away the hassle by contacting any third parties on your behalf. You will also receive updates on our progress and further investment advice from our team, should anything in the market prompt us to reconsider your options.
Finally, we will schedule regular meetings (i.e. annually) to make sure your retirement plan is still working for you in the most efficient way. If anything needs to change from either side, we can discuss this when we meet.
At Bower Wealth, we’ll take the time to understand you. From your current financial position to your goals and aspirations, our expert team will curate a tailored financial plan to put you on track to achieve greater financial security and peace of mind.
From ensuring you maximise the value of your pensions and savings to giving you a clear investment strategy, we will help you plan for the life you deserve.
One size does not fit all, especially when it comes to the planning of your retirement or finances. Your own particular financial situation, responsibilities and goals all need to be fully understood so we can help in the way that’s specifically right for you. We’re here for you, to help in every stage of your life now and in the future.
You don’t need confusion, you need clarity. No jargon, no nonsense. We talk the same language and take the time to understand you and your financial goals. Then we plan your investment path clearly and effectively.
Your world is unique to you. So we create an individual, tailored plan built around what you want to achieve. Our independent, whole-of market approach means we will only ever suggest an investment strategy that’s right for you. No-one else.
We view our relationship with you as a long-term one because the more we know you, the more we can help you. So we will stay in regular contact with timely reviews to ensure we can always offer the most appropriate help, advice and support whenever you need it.
Throughout life’s journey, each significant event presents unique financial challenges and opportunities. During these moments, the guidance of a professional financial adviser can be invaluable, helping you navigate transitions with confidence and clarity.
At Bower Wealth, our dedicated advisers recognise that every situation is unique. They’ll take the time to understand your personal, family, and business circumstances, ensuring that the advice given is customised to meet your specific needs – giving you the security and peace of mind to fully enjoy life, knowing your financial affairs are well-managed.
Technology is amazing but nothing compares to talking to a human who intimately understands your needs. Your Bower Wealth financial adviser is on hand to walk you through each step.
Let us help you reach your financial goals. Request a call back now.
Great service, explained everything very clearly and follow up was quick and efficient. Wouldn't ...
The service from Bower was excellent and the representative Mr John Brown explained everything in ...
The representative, Tracy , was exceptional. The first time she visited me, she was so kind and ...
The service I got was great. Matthew Woodgate explained the process very thoroughly and in terms I ...
I thonk that the sevice I had from Bower was A1, the company and the financial advisor went ...
I dealt with a lovely lady "Maxine Tanner" super friendly & very easy to talk to. She answered all ...
I dealt mainly with Lisa Hirst. She explained everything to me informing me of the different ...
Service was excellent everybody was very pleasant helpful and explained everything clearly and ...
Excellent from start to completion thanks 75
I cannot fault the service received. After an initial call made by Andy, a home visit was soon ...
Excellent. Eric was very easy to get on with and very knowledgeable. He answered all my ...
I recently used Bower equity release services and worked closely with our financial ...
Right from the start they came across as focussed on me and my needs unlike another provider that ...
I would just like to thank Tracy at Bower for her understanding of my situation and excellent ...
clear precise infomation on products well informed on progress of applying for products if i had ...
I like the fact that James came out to see us twice, he went through everything thoroughly and ...
Great service from Ian Bigwood and the team at Bower's. Would recommend.
Very quick service and plenty of follow up calls. However your representative was late for both ...
Polite good service very personable and easy to talk to. Explained everything in great detail ...
Great advice no pressure salesman Easy process
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 is a trading style of Bower Retirement Limited which is authorised and regulated by the Financial Conduct Authority. Financial Services Register Number: 451607.
Bower Retirement Limited is registered in England and Wales number 5788110.
Registered office: Bower, Ongar Business Centre, The Gables, Fyfield Road, Ongar, CM5 0GA.
Copyright © Bower Wealth 2024. All rights reserved.
020 3824 6070
