By working together for your clients, our pensions and investments experts
can find precisely the right plan to help improve their
financial future.
Bower has proven experience in working successfully with high-net-worth individuals. As a result, we are better placed to understand their needs and support you in delivering the right outcomes.
In summary, Bower Wealth:
We have long-standing relationships with many of the UK’s leading high net worth financial professionals.
Our decades of experience means we know instinctively how to help them save time, reduce their workload and provide the kind of ongoing support only our experts can give.
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
