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
FCA verified
15th October 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
    • Group pensions
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • 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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
Meet our advisers
Lee Barton DipFA CeFA CeMAP
Director
Where to find us

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

Contact 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.

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

Similar advisers near you

Independent Financial Adviser 1.63 mi
We aim to be your "trusted adviser" - the adviser you turn to for tailored advice and innovative ideas.
 
Independent Financial Adviser 2.04 mi
Award winning independent financial advice from of the UK’s leading Chartered Financial Planners, conveniently located on the edge of Leicester.
 
Financial Adviser (Restricted Whole of Market) 2.21 mi
Chartered Financial Planners for business owners, senior executives & people near retirement. ‘Highly-Commended’ Retirement Adviser of the Year Moneyfacts Awards.
 
Financial Adviser (Restricted Whole of Market) 2.23 mi
For advice on Pensions, Retirement Planning, Investments and Savings, Wealth Management and Life Cover.