Bosworth Wealth Management

Independent Financial Adviser  36 Bosworth Way, Leicestershire, Leicester, LE3 3QW
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FCA authorised
Last authorised 26th October 2020
There is no such as thing one-size-fits-all. Our service is designed to ensure your financial plan is specific to you.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Long term care
Meet our advisers
Lee Barton DipFA CeFA CeMAP
Director
About us

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
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Advice methods
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    Face to face

36 Bosworth Way, Leicester Forest East, Leicestershire, Leicester, LE3 3QW

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For advice on Pensions, Retirement Planning, Investments and Savings, Wealth Management and Life Cover.