Boler Wiseman Financial Services Limited was established by a firm of Chartered Accountants to ensure clients obtain independent, unbiased, holistic, professional advice.
Tel: 01794 517117
Tel: 02380 170139
Boler Wiseman Financial Services Limited is a friendly professional team that provides truly independent advice throughout the south of England, with a broad range of expertise across all aspects of financial matters.
Our aim is to assist you in tailoring your finances to achieve your financial goals to suit your lifestyle requirements now and for the future.
This includes the following services:
Lifestyle Financial Planning
Inheritance Tax Planning
To find out more about any of the services we provide, or if you have any questions to put to our team, call today on 01794 517117. Alternatively, email us directly using the contact form provided on the bottom of this page. We look forward to working with you.
The Value of your investment can go down as well as up and you may not get back the full amount invested.
Your Home may be repossessed if you do not keep up repayments on your mortgage.
The Financial Conduct Authority does not regulate taxation and trust advice.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Boler Wiseman Financial Services Ltd is authorised and Regulated by the Financial conduct Authority. We are entered on the Financial Services Register No. 197176 at www.fca.org.uk/register
If you click on the above link you will leave the website of Boler Wiseman Financial Services Limited and view the content of an external website. Boler Wiseman Financial Services Limited cannot be held responsible for the content of external websites.
Please read our Data Protection Statement, by using the contact form below you have agreed to our Data Protection Statement.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. Tel: 0800 0234567 or 0300 1239123 www.financial-ombudsman.org.uk
Boler Wiseman Financial Services Ltd
Tel: 02380 170139