Personal Financial Planning

Simpson Bowers Wealth Management offers a range of services backed by knowledge and experience.

Personal Financial Planning

Simpson Bowers Wealth Management offers a range of services backed by knowledge and experience. Whether you are concerned about your eventual retirement or simply feel you are paying too much tax, we can help you find ways of making the most of your money for both the present and the future.

A small change in the way you manage your finances today can make a very considerable difference to your finances in the future.

Independent Advice on the following topics:-

Pension Planning:- Stakeholder, Group Schemes, Executive Personal Pension Plans, Self Invested Personal Pension Plans.

Retirement Planning:- Annuities, Income Drawdown, Phased Retirement.

Protection Advice:- Family & Business Protection, Mortgage and Debt Protection, Income Protection.

Mortgages:- Purchases, Remortgages, Buy to Let, First Time Buyers and Equity Release.

Investment Advice:- Individual Savings Accounts, Unit Trusts, OEICs, Bonds & Portfolio Construction.

Inheritance Tax Planning:- Wills, Transferring Assets, Gifting, Utilising Exemptions, Trusts.

The Financial Services Authority does not regulate Buy to Let Mortgages, Inheritance Tax Planning and Will Writing.

Purchasing a property in Barnet and the surrounding area

Click here to find useful links for Estate Agents and Chartered Surveyors websites in the area of Barnet.
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Head Office

Simpson Bowers Wealth Management
First Floor Office, 143 High Street,
Barnet, Herts, EN5 5UZ

T: 0208 275 8555
F:
0800 2061354
E:
gary@simpsonbowers.co.uk

 

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