Wiltshire-based Boatman Financial offers a full menu of financial services in areas such as life assurance, pensions, savings and investments. The advisors are experienced and established, with expertise in professional, prompt and supportive service.
Wiltshire UK: Boatman Financial are pleased to announce that they have reached the anniversary milestone of six years offering services to area residents. The Independent financial advisors are based in Calne, Wiltshire and provide advice to personal and business clients across the South of England. The user-friendly website is carefully designed to offer an introduction to the company and descriptions of the services which it offers.
The financial advisers Calne team was formed by John Boatman in 2011. He had previously gained nearly two decades of experience in the financial services sector. The experience and knowledge allowed for the firm to build a reputation and client base throughout Wiltshire, Gloucestershire and across the South of England. The quality of the customer service has caused most of the business to come from referrals from existing clients.
The company encourages all of their clients to have regular reviews. This is a service, which they provide for existing clients. The service is done at least annually or depending on the client’s requirements, more frequently. Their Wealth Management Service helps with making smart decisions about client’s investments. WRAP is an online service, which they provide, allowing them to manage a client’s portfolio of investments from a single web page.
Some of the investments include Personal Pension, Individual Savings Accounts, Collective Investments, Onshore and Offshore Investment Bonds, as well as a number of direct investments in different mutual funds, or stocks and shares. All of these investments can be viewed on a single page and managed simply and effectively.
Investments, Pensions, Group Personal Pensions and Auto-Enrolment are services and products which are available. In addition, Life Assurance and Critical Illness Cover are products which are available to clients. For each product, the professionals at Boatman offer direct, experienced and knowledgeable assistance to area customers.
For more information, visit http://www.boatmanfinancial.co.uk/.
9 York Road, Calne, Wiltshire UK SN11 8FW
