Grow your financial position and look forward to a secure and prosperous future with impartial guidance from experienced financial advisers.
EXPERIENCED ADVICE IN AN UNCERTAIN WORLD
In fast-changing times, achieving financial security becomes even more important – and even more of a challenge to plan for properly.
You need to be assured that your investments are being managed by a trusted, qualified team of experts you can always talk to. At Bower, we provide precisely that.
In fact, we give you access to very best financial planning and investment management guidance, when you need it.
Please note that the value of your investments, and the income they produce, can fall as well as rise. You may get back less than you invested.
NAVIGATE YOUR FINANCIAL ROADMAP WITH CONFIDENCE
To help you on your journey, we have created a robust investment management service that is always:
Convenient
Building your financial future should be an effortless process. So we work with you to deliver the advice and strategic assistance you need, precisely when you need it.
Bespoke
You are unique – so our approach needs to be, too. We will create a financial plan built around your resources, timeframes, and objectives.
Qualified
You will always receive the most personal, dedicated service from Bower Wealth.
Efficient
We will quickly react and adapt your portfolio to reflect any market or life changes.
Straightforward
Our friendly, honest advisers make sure their recommendations are clear and easily understood, so you stay in complete control of your financial decisions.
EXPERTS IN MANAGING A WIDE RANGE OF INVESTMENTS, INCLUDING:
- Individual Savings Accounts (ISAs)
- Unit Trusts Bonds
- Open Ended Investment Companies (OEICs)
- Onshore Offshore Bonds
- Investment Bonds
- Investment Trusts
HOW OUR INVESTMENT ADVISORY SERVICE WORKS
1. Personal consultation
Before we give you any advice, we want to get to know you and you will want to get to know us. By arranging a free, no-obligation initial consultation, we can meet you, introduce ourselves and talk through what we can offer.
2. Defining your aspirations
Our team will organise a convenient time with you to discuss your personal goals and talk through your investment portfolio.
3. Review and analysis
We will examine all the data to hand and fill in the gaps where appropriate. Only then can we create a bespoke plan with tailored recommendations to make your wealth work harder.
4. Presentation
We will present your plan to you and go through each of our carefully chosen suggestions, explaining why we believe they will work in your best interests.
5. Implementation
Then we progress the plan, dealing with all third parties and associated administration on your behalf. We will keep you updated with our progress and upon completion, give you access to a client portal so you can securely view your investments, 24 hours a day.
6. Reviews
Of course, over time your plan may need to evolve and adapt according to your goals and the changing market environment. Bower will be here for you and, if needed, we can organise regular meetings to update you on any changes.
INVESTMENT MANAGEMENT FAQS
We can discuss our approach to tax efficiencies in our meetings. Basically, the more we know about you, the more we can explore the most suitable tax-saving investment opportunities for you and your family.
This really depends on what ‘best’ means to you. Perhaps you would like to make a gift to your family or use your assets to help you retire the way you want to. Whatever your aims, we can advise you on the most effective way forward. Of course, we will discuss your attitude to risk versus reward, as this will guide the type of investments we select and manage on your behalf.
The answer to this starts with a plan. Once we know where you want to be in the future, we can work out how to best get you there. Our financial advisers can develop a bespoke investment roadmap that will provide you with much-needed security for you and your family in the coming years.
Since our relationship is with you and not your money, our answer to this is purely personal. It may be to spend it, it may be to invest it, or it may be to do nothing if all is going well. Our recommendations are always tailored to your needs and circumstances.
The sooner you start thinking about this, the sooner you’ll be able to relax, knowing you have a solid plan in place and are working toward your goals.
That depends on so many factors. Most of us don’t like to think about what is going to happen when we pass on. But this can be an important part of the planning phase. We would not want you to be in a position where you have not been able to fulfil your wishes and dreams. So we work backwards from that point to plot out exactly what you want to achieve, and when.