At Bower Wealth we understand the importance of turning your financial goals into reality. Whether your aspirations are specific, such as ensuring a comfortable retirement income, increasing your net worth or retiring at the age of your choice, a well-defined financial plan is crucial. The role of a Bower Wealth financial adviser is to guide you through this process, providing the expertise and personalised strategies needed to ensure your financial objectives are not just aspirations but achievable milestones.
Whether your aim is to grow your wealth for a comfortable retirement income or to create a legacy for future generations, we are here to assist you in setting and striving to achieve your goals.
While the future may be unpredictable, it can be protected. That’s precisely what we do for you and your wealth with our comprehensive range of services.
We can help you plan your estate to ensure your loved ones are secure, no matter what the future holds, so you can leave behind the legacy you’d want.
Before undertaking any work on your behalf, we will always inform you in writing of the cost. You will then be free to decide whether you wish to instruct us. Our fee structure will be dependent on the complexity of your situation and the work you wish us to undertake. Initial meetings are offered at our expense and without obligation. Please ask for a copy of our Client Agreement which contains details of our typical fees.
Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a guide to the future. The value of current tax benefits is subject to change.