BW Financial Planning
I am an independent financial adviser and owner of BW Financial Planning with 30 years inexperience in the financial services industry.
The areas of advice that I advise on include:-
• Financial Cash Flow Planning ensuring that individuals /companies plan properly to have enough money in all circumstances
• Protection in the form of life cover ,critical illness cover and income protection for individuals and companies.
• Investment Advice covering ISAs, Collectives , Onshore and Offshore Bonds
• Pension and Retirement Planning advice including Workplace Pensions, Personal Pensions, Income Drawdown and Annuities
• All of these areas are also affected by advice that provide on Care funding and Inheritance Tax Planning
 
How I have been of assistance to clients in these troubled times?
*A free call on the phone or via Zoom to be a sounding board to talk to about your finances/concerns/ideas.
*Prioritising Financial Decisions – what can wait?
* Improving Cashflow -What direct debits should be cancelled and what should be retained.
*Could I access my pension fund/understanding the implications?
*Understanding my pension and investments and why they have gone down in value – should changes be made or left alone?
*Should I be taking advantage of the stockmarket drop?



  

Contact BW Financial Planning
M: 07879384599 | E: david@bw-ifa.co.uk

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