The world of financial services has changed very significantly in the last few years and it has become increasingly difficult to operate as a "one-man-band". I have therefore made the decision to leave the industry and will soon be taking up alternative employment in a non-advisory role. It is with sadness that I have come to this decision but I feel it is the best for both me and my clients.
In order to ensure that my clients can obtain the appropriate level of service and administration for their policies, I have arranged to transfer my business to another firm of financial advisers. I have carefully searched for a well-established local firm with a similar ethical approach to business, who have an approachable down-to-earth attitude, the resources to handle a wide range of financial planning issues and a reputation for providing good customer service. As a result I am pleased to announce that from 7th April, my business will be transferred to RS Financial Solutions.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - 1 The Square, Raunds, NN9 6HP
01933623859
Business Name
Bowerock Financial Advice
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