B.W. (FINANCIAL CONSULTANTS) LTD
- THE OLD PARISH ROOMS,
4 PAULS HILL
HP10 8NZ HIGH WYCOMBE, BUCKINGHAMSHIRE
Phone: 01494 816 858
Fax: 01494 817 733
E-mail: Send messagewww.bwconsultants.co.uk
Short profile:
We are Financial Consultants based in Penn, a Buckinghamshire village. Our aim is to provide a very personal, holistic and customised service to our clients who are drawn from various backgrounds including small owner managed companies. We are specialists in advising trustees on investment and work closely with our clients appointed chartered tax consultants and solicitors to provide a complete solution to their financial needs.
Detailed description:
We start with a FREE initial meeting to capture your requirements. This is followed by a written communication to identify areas where we can help. A full report follows and an implementation plan is agreed with the client. A minimum six monthly review for every client is then agreed.
We are independent advisors and work with a range of products. We will make a recommendation based on your needs.
The company was founded by Nigel Wright and Jeremy Blakeley in 2000. Both were directors of a provincial firm of IFAs. Collectively they have over 60 years of experience in the financial services industry and hold advanced qualifications from the Chartered Insurance Institute.
The company was created to provide holistic independent financial advice to a select number of clients. We continue to build close personal working relationships with our clients and aim to provide quality advice pertinent to your specific needs.
This page outlines the financial services we offer. We provide no "off the shelf" solutions. In our experience, every one of our clients is different and the solutions that work for one will simply not work for another.
The FSA may not regulate all these products and services. This fact will be disclosed to you at any initial consultation.
Keywords:
BW, Financial, Consultants, Money, Finance, Advice, Investment, Planning, Retirement, Inheritance Tax, Employee Benefits, Mortgages, Protection, Investing For Trusts, Risk Analysis, Portfolio Reviews, partnership protection, life assurance, private medical insurance