Bow House Wealth Management was established in Berkshire as a trading style when Andrew Benson joined the National Independent Financial adviser Positive Solutions in 2005.
I made the decision to become directly regulated because I wanted to take full responsibility for my own business and the advice that I provide to my clients and I did not want to take responsibility for the advice that all the other advisers at a national IFA provided to their clients.I have always felt that I wanted to treat my clients in the way that I would like to be treated as a client.
I made the decision to become directly regulated because I wanted to take full responsibility for my own business and the advice that I provide to my clients and I did not want to take responsibility for the advice that all the other advisers at a national IFA provided to their clients.I have always felt that I wanted to treat my clients in the way that I would like to be treated as a client.
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I have worked personally with Andrew for the last couple of years in which time he has proved himself time and time again to be a man of great integrity and worth. He has helped me sort out the complex financial affairs of my father following his death, and has done so with both extreme professionalism and sensitivity.
The Investment arena is very complex as there are many ways in which to invest and there are thousands of onshore and offshore funds to choose from. These are some of the questions that we would be discussing with you prior to making an investment proposal to you.
We then use software programmes to provide some of the answers and we spend some considerable time drilling down to find out more about the answers you have given to see how that would stack up against the external pressures and vagaries of the Global markets in general.
We then use software programmes to provide some of the answers and we spend some considerable time drilling down to find out more about the answers you have given to see how that would stack up against the external pressures and vagaries of the Global markets in general.
Relevant Life Cover is a tax efficient alternative to traditional life insurance policies, allowing directors of limited companies to receive death in service benefits where premiums are paid by the company instead of from personal income after tax.
Relevant Life Cover is ideal for directors of SME businesses where there are not enough employees to be able to offer a group life scheme, enabling business owners to take advantage of tax benefits normally enjoyed by larger companies.It is also suitable for members of existing group life schemes as an option for topping up existing benefits or high earning employees who may exceed their personal pension lifetime allowance.
Relevant Life Cover is ideal for directors of SME businesses where there are not enough employees to be able to offer a group life scheme, enabling business owners to take advantage of tax benefits normally enjoyed by larger companies.It is also suitable for members of existing group life schemes as an option for topping up existing benefits or high earning employees who may exceed their personal pension lifetime allowance.
Family protection doesn't just mean life insurance. It can include critical illness cover, plans to cover mortgage and plans to cover loss of income due to illness. With the right protection in place, your loved ones won't have to worry about money when money is the last thing they want to worry about.
There is a demographic 'time bomb' ticking currently with pensions and no one knows when it will explode. What we do definitely know is that people are living longer and that the working population that pay for all our pensions through National insurance contributions, is getting smaller.
This points to one undeniable fact and that is we need to take responsibility for building our own pension fund to form an annuity which will provide income in retirement as the government is unlikely to be able to look after us to the level we expect in our old age.Auto enrolment was introduced by the Government in 2012 and is often referred to as the 'Workplace Pension'.
This points to one undeniable fact and that is we need to take responsibility for building our own pension fund to form an annuity which will provide income in retirement as the government is unlikely to be able to look after us to the level we expect in our old age.Auto enrolment was introduced by the Government in 2012 and is often referred to as the 'Workplace Pension'.
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