Saving for the future
Whether it is saving for your retirement or ensuring you aren’t paying unnecessary tax, we are here to help.
The providers we use are selected after they have been extensively researched to ensure they meet our high standards. Personal service is key to our business.
We have built great relationships with our clients. We are responsible for client assets of over £100 million.
If needed there will always be a member of the team available, whether it is email query or a chat on the phone.
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.
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 can’t predict the future, however we can help you plan to ensure you stay on course.
When you receive a professional investment recommendation, you can feel reassured that the investment decision you’re taking is a well-informed one that’s right for you.
If you’ve never invested before, it’s easy to get overwhelmed by the size of the task. So, if you’re not sure where to start, an advice service will help.
Your portfolio needs to provide an income for as long as you’ll need it. We can design a retirement strategy for you.
From 6 April 2027, most unused pension funds are included in your estate for inheritance tax. For many people this reverses the usual logic of which pot to spend first. Read the full explanation or see how we approach inheritance tax planning.
Through our regular reviews, it will feel like someone’s got your back. A professional and objective view means you’re benefiting from our years of knowledge and experience.
If needed there will always be a member of the team available, whether it is email query or a chat on the phone.
It can be difficult to keep emotions from driving your investment decisions. With our investment strategies, you will become less likely to react and make ill-advised decisions.
We look to ensure your wealth remains yours by investing in the most tax efficient ways.
By following our step-by-step approach, it could free up your time and energy to spend on something else.
We offer solutions with environmental, social, and governance standards.
We want to help you live your life to your full potential, before and after retirement. Our job is to provide you with security and peace of mind, and to put you in control. Whatever you want for the future, our retirement planning service can help you.
Before we provide any advice, we will agree with you the cost of our services. We will enter into a fee agreement with you. Below is a summary of our standard charging structure for our advisory work:
This is where you can tell us what you are looking for and we will outline our services; there is no commitment from you and no advice from us, either personal or generic.
Free of charge
We assess your situation, agree your financial goals with you and set out our recommendations and the reasons for them.
Free of charge
If you decide to proceed, we arrange the recommended product and handle the paperwork. There is no minimum fee. You can pay this directly or have it deducted from your investment. If it is deducted, less of your money is invested.
3% of the amount you invest or transfer
Charged separately from the above. The research and recommendation fee is payable whether or not you proceed.
£3,000 fixed fee for research & recommendation, plus £750 arrangement fee if you proceed.
Each year we review the progress you have made and check your plan remains on track, meeting you in person or over Teams, whichever you prefer. You can cancel at any time, without penalty and without giving a reason.
0.75% of the value of your investments each year
On £50,000 invested: £1,500 initially, then £375 a year.
On £150,000 invested: £4,500 initially, then £1,125 a year.
On £250,000 invested: £7,500 initially, then £1,875 a year.
Ongoing fees rise and fall with the value of your investments. Advice which leads to a product being arranged is normally exempt from VAT; where a service is advice only, VAT may apply. We will always confirm the total payable, including any VAT, before you agree to it.
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.
