Financial planning
with a smile
Clear, reliable & professional financial advice.
We help individuals, families, and business owners across the UK make confident retirement, pension, and wealth planning decisions with FCA-regulated, financial advice backed by a combined 75+ years of experience and over 200 verified client reviews.
Our advisers will spend time getting to know you, before coming up with a financial plan to suit you.
This is a complex area, and it is changing. From April 2027 most unused pensions count towards your estate for inheritance tax. Your adviser can show you specialist planning tools to ease your mind leading into and throughout your retirement.
Inheritance tax planning
What changes in April 2027
Learn more
We are with you every step of the way, the personal touch is key to our business
Ian has been an adviser for the family for a number of years. All have complete trust in Ian and welcome his advice.
He listened to my specific requirements and what I expected to achieve in the long run, taking this into account he found options that best suited what I wanted.
Lee explains in easy to understand terms and offers various routes to market and puts no pressure on the client at all. He enables the client to make an informed decision (no jargon) with no pressure applied.
I’m self employed so it’s a stressful time seeking a lender; Lee put my mind at ease and talked us through everything. Always there on the end of the phone.
He took time to understand our financial situation. He advised us about the different investments and the risks involved with these. He kept us up to date with the changes. Lee is a very approachable person.
Lee helped us select the right option for us by taking all our factors in to consideration.
Ian has looked after my investments for several years now. When I wanted to invest in more ethical and environmentally friendly companies, Ian was happy to advise and make recommendations.
Required ethical investments, Ian produced a plan to achieve this. He explained his proposals in easily understandable terms.
He advised very clearly what my options were and also helped when I inherited from my mother’s estate. The growth on my investment has been better than if left with my bank.
Lee always makes me feel like a valued client and is in touch on a regular basis. Lee is doing a fab job and i would recommend him to anyone needing any financial advice!!!
We like to take time getting to know our clients, so we can understand what you are looking to achieve and the lifestyle you wish to lead. Once we understand this, we can build a plan to help you achieve what you want in life.
Bosworth Wealth Management is authorised and regulated by the Financial Conduct Authority. FCA firm reference number 805232.
Our advisers are based in Leicester, Tamworth, Coventry and King’s Lynn, and we work with clients across the UK.
The value of investments can fall as well as rise and you may get back less than you invested. Tax treatment depends on your individual circumstances and may be subject to change in future.
