I help creative business owners and sole traders make great decisions with their money by discovering what your future could look like. Speak to me to find out what we can do to help start that journey.
The ways I can help you are:
– Future cash flow forecasting
– Pensions and ISAs
– Investments
– Insuring the important things in life
– Working with your other advisers, such as accountants
You deserve to feel confident with your money. Most people have not had the opportunity to learn about how to do this right, but it is never too late to create the financial future you want.
The value of your investment can go down as well as up. You could get back less than you invested.
Bowen Smith Financial Planning is an Appointed Representative of and represents only St James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority.
SJP Approved 05/07/2024