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Your financial journey is a deeply personal one.

At Bower Wealth, we understand that personalised financial guidance is essential. Our dedicated team takes the time to listen and get to know you, ensuring that we provide tailored wealth management advice that aligns with your unique goals. We’re here to support you in protecting your assets, securing your loved ones’ future, and enjoying your retirement on your terms. The investment and financial planning experts at Bower Wealth will help deliver this through our personalised three-step approach…

Bower Wealth Leadership

Learn more about our company, our history and our approach to delivering the highest quality service.

The Bower Wealth difference, with Geoff Charles, CEO

“How would I summarise Bower Wealth? Quite simply, we are here to change your life for the better, both financially and practically. We achieve this by focusing our expertise on your long-term goals and personal wellbeing, and ensuring you will always be listened to and always looked after. We have never been interested in the hard sell.

One-to-one advice

“We know from experience that when we are dealing with matters as critically important and personal as your wealth, your financial protection and your legacy, it’s vital that we build a genuine connection and a rewarding relationship. I personally and sincerely look forward to us beginning that relationship together soon and becoming your trusted partner in securing your financial future.”

Customer Feedback

An award-winning service

What Mortgage Awards Winner – 2024
Equity Release Awards 2024 – Winner
Change Maker Award Winner – 2024
Feefo Platinum Trusted Service Award 2024

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.