Any number of changing circumstances could cause your wealth to diminish, some inevitable and some unpredictable – new taxes and legislation, volatile markets, inflation, and changes in your personal life. Structuring your wealth in a way that minimises the impact of these changes is essential.
The value of investments and the income derived from them may go down as well as up, and you may not get back the amount originally invested.
Simpson Bowers Wealth Management can help you make informed decisions about the investment choices that are right for you by assessing your life priorities, goals and attitude towards risk for return.
Planning for your retirement is possibly the most important financial decision you will ever make. With life expectancy increasing year on year, we are now seeing the potential to spend almost as many years enjoying retirement as we have spent saving for it.
Simpson Bowers Wealth Management are committed to finding you the right mortgage that suits your individual requirements and circumstances. As your mortgage will be one of the biggest financial commitments you will ever make,
At Simpson Bowers Wealth Management, we don’t believe anyone should struggle to find comprehensive life assurance. If you have suffered with a serious illness or medical condition in the past,
Every circumstance needs to be considered when you receive advice on insurance. It is not enough to find the latest site offering the ‘cheapest life cover’ quotes, as your own circumstances would not be considered – you will only be given what you ask for.
A form of equity release, a lifetime mortgage allows homeowners to take a loan out on their home that is only repaid when they pass away or move to a care home, although interest payments can be made to reduce any debt.