Bosworth Wealth Management - Leicester

Introduction to Bosworth Wealth Management

Located at 36 Bosworth Way, Leicester LE3 3QW, United Kingdom, Bosworth Wealth Management stands out as a premier financial advisory service, offering a comprehensive range of services including financial planning, consulting, insurance brokerage, and mortgage brokering. With a contact number 7738121448 and an accessible online presence through bosworthwm.co.uk, this firm is well-positioned to cater to the diverse financial needs of its clientele.

Key Services and Specialties

Bosworth Wealth Management prides itself on its specialized services tailored to meet the unique financial challenges faced by individuals and businesses alike. Their financial planners and consultants are adept at navigating complex financial landscapes, ensuring clients receive personalized advice. As an insurance and mortgage broker, they also offer support in securing reliable insurance policies and navigating the mortgage process, making them a one-stop-shop for all your financial needs.

Accessibility and Inclusivity

Understanding the importance of accessibility, Bosworth Wealth Management welcomes clients with disabilities with open arms. The office features a wheelchair accessible entrance, parking lot, and restrooms, ensuring that everyone can receive the expert financial advice they deserve. This commitment to inclusivity reflects the company's values and dedication to serving all members of the community.

Client Feedback and Reviews

The company boasts an impressive average opinion of 5/5 based on 24 reviews on Google My Business. Testimonials like "I couldn’t recommend Bosworth Wealth any higher. Lee kept me informed throughout every step of the process" highlight the exceptional service provided. Clients appreciate the thorough guidance, particularly regarding correcting misconceptions about pensions and identifying significant savings opportunities. This high level of client satisfaction is a testament to the firm's expertise and commitment to client success.

Recommendation

For anyone searching for reliable financial advice and tailored services, Bosworth Wealth Management is an excellent choice. Their combination of specialized expertise, commitment to accessibility, and outstanding client feedback makes them a standout option in the financial advisory sector. If you're looking to enhance your financial security or navigate complex financial decisions, consider reaching out to them through their website at bosworthwm.co.uk. Take the first step towards achieving your financial goals with confidence and expert support.

By choosing Bosworth Wealth Management, clients not only benefit from expert financial guidance but also enjoy a service experience that values inclusivity and customer satisfaction. Don't wait to transform your financial future – contact them today and take advantage of their comprehensive services offered in a welcoming, accessible environment.

👍 Reviews of Bosworth Wealth Management

Dave B.

5/5

I couldn’t recommend Bosworth Wealth any higher. Lee kept me in the the loop from start to finishing on each step of the process. I’d made some wrong assumptions about about my pension, this was quickly spotted by Lee and the correct information was explain to me. Also the financial savings over my current plans maintenance charges were significant.
Brilliant advice and service.

Lauren K.

5/5

Lee was invaluable in helping us obtain our first mortgage. He was so helpful and no question felt silly (of which I felt there were many). Lee went above and beyond for us and always replied so quickly, which helped us get the keys quicker than we anticipated. Lee was honest and realistic about what we could achieve/afford and we appreciated this.
Lee, thank you so much for all you have done for us. We are so happy that you helped us get on to the property ladder and will definitely be coming back when it's time to re-mortgage!

DILIPKUMAR R.

5/5

Lee is a fantastic pension adviser. I would strongly recommend him. Very honest, very knowledgeable , very friendly and always has his clients best interest at heart. Very approachable also. Lee is prepared to go the extra mile. It is an absolute pleasure to be one of his clients.

Ryan S.

5/5

Again, after dealing with Lee at bosworth wealth management I feel well looked after. Anything I couldn’t understand was explained to me. I’ll always use Lee for my mortgage & pension reviews as he’s always gone above and beyond including working a bank holiday to review my needs! Thanks Lee

Rob P.

5/5

Lee took me through an in depth review of the performance of my funds. He is very knowledgeable and was able to answer the questions I had. Keep up the great work Lee!

Maria W.

5/5

Lee provides professional advice and is an expert in his field. He is very responsive to any questions I might have and I have confidence in his ability as financial adviser. I would highly recommend him.

Grace T.

5/5

Absolutely excellent service I received!

Gavin W.

5/5

I’ve used BWM for a number of years now and I can’t fault the service, prompt, fast and reliable every time. Great knowledge of products and services. Thank You