Bow House Wealth Management was established in Berkshire as a trading style when Andrew Benson joined the National Independent Financial adviser Positive Solutions in 2005.
Bow House Wealth Management Ltd was established in 2011 when I decided to become directly regulated by the Financial Services Authority (FSA) and as of the 1st January 2013 the Financial Conduct Authority (FCA).
I made the decision to become directly regulated because I wanted to take full responsibility for my own business and the advice that I provide to my clients and I did not want to take responsibility for the advice that all the other advisers at a national IFA provided to their clients.
I have one fundamental mantra that in my view is the most important aspect of what I do in my profession and that is:
“The client comes first”
I have always felt that I wanted to treat my clients in the way that I would like to be treated as a client.
This means that I try to educate with the view that my clients understand what they are getting into whether it is an investment, pension, an Inheritance Tax arrangement or a Protection plan.
I strongly believe in this policy as it may take hours longer in the beginning but generally if there is client understanding it is much easier to discuss how we evolve and move forward in the future.
This process also creates Trust between me and my clients that is vital for the advice process to work well going forward.
As you will see from our logo, our strap line is “Traditional Values in a Modern World”.
I sometimes feel that the value systems in the modern world leave a lot to be desired and that traditional values are more in line with the way I developed in business and I will remain true to those values.
My Business Resume is attached for you to look should you so wish.
|Download Andrew Benson CV|
My resume illustrates that I have many years business experience outside of financial services as well as inside and that I have been involved in many different aspects of the financial services arena over many years.
Call Andrew Benson now on 01635 248068 or email him at: email@example.com
Over the past 25 years, Andrew has held several key positions with major financial organisations including international life companies and asset management organisations.
Find out why you should talk to Andrew about your financial planning needs. Watch the video above by clicking on the play button.
Click here to read what some of our clients say about our services and how we have helped them.