Investments

Managing your investments effectively requires commitment and expertise. We can help. It begins with understanding your attitude to risk and return, alongside your goals, timescales and how active a role you would like to take in the process.

Our Advisory Investment Service provides ongoing professional support to review your investment performance and recommend changes to your asset allocation and fund selection.

Or you can invest in risk rated model portfolios, actively managed by Boolers Investment Committee, through our Discretionary Investment Management Service. Their goal is to outperform relevant benchmarks rather than simply follow an index.

Whether you are investing for income, long term capital growth, or a combination of the two, we look to make your investments work harder, improve returns on deposits and be tax effective.

Beyond investment, we can help you pass on your wealth to dependents in a tax efficient manner, working closely with our in-house tax advisory team. Family Investment Companies, Inheritance Tax Planning and Trust Planning form part of our integrated approach to managing your wealth.

Here’s an idea if some of the areas we advise on:

• Make your savings work harder and make sure your investments are held as tax efficiently as possible
• Ensuring your affairs are well organised and your assets are distributed according to your wishes with effective inheritance tax and estate planning
• Give a helping hand to your children, planning the capital for private education, university or the housing ladder
• Organise your affairs through inheritance tax and estate planning

BW Financial Services Ltd (BWFS) is a joint venture between Bates Weston & Boolers. Bates Weston specialises in taking care of business owners and Boolers is one of the UK’s largest leading independent firms of Chartered Financial Planners. Boolers has successfully advised on client investments for over 30 years and staff hold specialist investment qualifications. BW Financial Services Ltd, firm number 189042, is an appointed representative of David Booler & Company, which is authorised and regulated by the Financial Conduct Authority.