Financial Planning
Bloomer Heaven Wealth Management Limited is a joint venture company, established with AFH Wealth Management to provide financial advice to our clients.
Complementing our existing taxation advisory services, Bloomer Heaven Wealth Management Limited allows us to provide a full range of financial solutions including:
- Discretionary & Advisory Investment Management
- Stock Broking Service
- Estate Planning
- Planning for School Fees
- Investing for Income
- Personal and Stakeholder Pension Planning
- Pension Planning for business owners and company directors
- Pre and Post Retirement Planning, including Annuity Purchase, Drawdown, Phased Retirement
- Business Related Assurance such as Keyman, Partnership Cover and Share Purchase Assurance
- Individual Life Assurance
- Critical Illness Assurance
- Disability & Income Protection
- Long Term Care Planning
- Mortgages & Equity Release Schemes
To discuss the service in more detail or arrange an exploratory meeting, please contact our Diary Manager on 01527 571707 or email post@bhwealthmanagement.co.uk
| The value of your investments can go down as well as up due to investment market fluctuations and you may not get back the full amount invested. Bloomer Heaven Wealth Management Limited is an Appointed Representative of AFH Independent Financial Services Ltd. which is authorised and regulated by the Financial Services Authority. FSA registration number - 216704. Bloomer Heaven Wealth Management Ltd Registered in England No. 07264453 |