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Harwin Charles Bosworth APFS

Harwin Charles Bosworth APFS

Chartered Financial Planner and Managing Director

With more than 20 years experience in the financial services industry, I have achieved Chartered status and built up a loyal client portfolio, providing professional and unbiased Independent Financial advice.

I’m here to help you make the most of the wealth you’ve worked hard for and to realise your dreams not only for today, but in the future too. During our initial meeting I will listen to your concerns, as well as your goals and discuss potential solutions with you. It is my aim to understand you as best as I can so that you can be confident our solution is the best to help you achieve your goals.

I understand that emotions also play a large part in financial decisions and wealth planning, so I am here to help alleviate any market concerns you may have and navigate you through the not so good times, as well as the good. I believe it is my job to help you attain your financial goals.

Financial Services Qualifications

Advanced Diploma in Financial Services

AF1 Advanced Personal Tax and Trust Planning

AF3 Advanced Pension Planning

AF4 Advanced Investment Planning

AF5 Advanced Financial Planning Process

CF7 Lifetime Mortgages

JO5 Pension Income Options

JO6 Investment Principles, Market and Environment

MAQ Mortgage Advice

RO1 Financial Services Regulation and Ethics

RO3 Personal Taxation

HR1 Home Revision Plan

R05 Financial Protection

Certificate in Financial planning CF1, CF3, CF4, CF5, CF6, CF9, FP1, FP2

CF8 Long Term Care insurance

 


Get in Touch

Elaine Weate
Senior Administrator
Harwin Charles Bosworth APFS
Chartered Financial Planner and Managing Director
Caroline Nicolson Dip
Personal Assistant