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.
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.
We do not currently charge VAT. Our prices include a home visit and each Lasting Power of Attorney (LPA) is subject to an additional registration fee, charged by the Office of the Public Guardian of £82.00 per LPA. Payment is due upon receipt of instruction. We accept cheques, bank transfer and all major credit cards including VISA, Mastercard, Maestro and American Express.
One LPA £270.00 plus the OPG fee £82.00
One Will £385.00
One Will and One LPA £550.00 plus the OPG fee £82.00
Two LPA’s £380.00 plus the OPG fee £164.00
One Will and Two LPA’s £615.00 plus the OPG fee £164.00
One LPA each £380.00 plus the OPG fee £164.00
One LPA and One Will each £799.00 plus the OPG fee £164.00
Two LPA’s each £720.00 plus the OPG fee £328.00
A Will each £447.00
Two Wills and 4 LPA’s £1,020.00 plus the OPG fee £328.00
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