Bosworth Wealth Management

Independent Financial Adviser 36 Bosworth Way, Leicester Forest East, Leicestershire, Leicester, LE3 3QW

First meeting at adviser's own cost

Response rating

7.0/10

13th August 2018

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

Business
- Group pensions
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Small business
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Long term care
- Long term care

Meet our advisers

Lee Barton DipFA CeFA CeMAP

Director

Qualifications & Accreditations Hide qualifications

CFA - CFA Program (CFA)

The CFA Program has been described as the gold standard qualification for the investment industry. This program thoroughly covers a broad range of investment topics including asset valuation, financial mathematics, corporate finance and portfolio management

CeMAP - Certificate in Mortgage Advice and Practice (IFS)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

DipFA - Diploma for Financial Advisers (IFS)

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Where to find us

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.

Compliance

Bosworth Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. FSR number 805232.
Registered in England and Wales Limited Company 11261607.

Capital at Risk. Investments can fluctuate in value and investors may not get back the amount they invest.

Tax rules can change at any time.

Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage.

We give clients the option to pay for mortgage advice by fee rather than commission.

Equity Release refers to lifetime mortgages. To understand the features and risks, ask for a personalised illustration.

The Financial Conduct Authority do not regulate, Will Writing, Buy to Let Mortgages, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

We will advise and make a recommendation for you after we have assessed your needs.

Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission.

The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customer in the UK.

We can advise you on

Business
- Group pensions
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Small business
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Long term care
- Long term care

Advice methods

Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Compliance

Contact options

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