We help clients to understand their current situation and to prioritise their Later Life planning.
Andrew has had over 28 years in the financial Services industry helping clients to achieve their financial goals. Andrew set up Bow House Wealth Management, an FCA regulated company, 15 years ago which runs alongside Bow House Consultancy. As well as offering help with leading powers of attorney (LPA), he also provides a service to individuals and families supporting vulnerable clients. Whether attending meetings as a supporting advocate when these clients receive financial advice or by working with families to ensure vulnerable clients are advised in line with their needs. He offers a full Trust planning service protecting family wealth from divorce, death and other difficult situations.
Rob has over 30 years financial services experience. His main areas of expertise are Inheritance Tax Planning and Lasting Powers Of Attorney. He holds the Diploma in Financial Advice awarded by the London Institute of Banking and Finance and is a member of the Society of Will Writers. He also provides technical support to Bow House Wealth Management (https://www.bhwm.co.uk/). He lives in Somerset and looks after our clients in the West Country.
Robert Owen Dip FA Member
Marilyn has had several career moves during her working life as well as spending over 20 years within the financial services industry as an adviser, a manager and now a practice manager. She divides her time between Bow House Wealth Management and Bow House Consultancy, looking after the practice administration and caring for the clients we work with. As an ardent family member, with her own children and grandchildren, she is a compassionate listener and quick to understand the individual situations that clients bring to the practice.
To find out if Bow House Consultancy can help you, please fill out the form below. Alternatively, call 01635 936 198 or email firstname.lastname@example.org