Bosworth Wealth Management

Financial planning solutions, built with you in mind.
Bosworth Wealth Management is a provider of straightforward, honest and professional advice. Our analysis, support and technology will free up time to focus on you and your family – we value our client relationships and enjoy seeing clients achieve their goals.

What we do
We pride ourselves on supporting our clients, providing you with access to a wide range products and services.

Pensions
Our most in demand service is Pension analysis, which is the core of what we do. Our pension support is designed to be flexible and to offer you as much or as little support as you need.

Investments
We’ll analyse your circumstances to identify the possibilities and opportunities. We’ll then track your progress, and be as involved as you’d like us to be in the management of your plan.

Mortgages
We offer a comprehensive range of mortgages from across the market. We know that arranging a mortgage can be stressful so we’ve designed a service to make the whole process as painless as possible.

We’ll help create a personalised plan to help you achieve your aspirations and goals. We’ll track your progress, and be as involved as you’d like us to be along the way.

We will discuss the full range of our on-going valued service proposition during our initial consultation. These services include, but are not limited to, providing you with;
Structured reviews.
An assessment of your circumstances and any changes to your plans that are needed.
Regular updates and information regarding your investments.
A choice of differing levels of support depending on your needs.
Ongoing support with correspondence and administration issues.