Testimonial Category: Investments

Harwin Bosworth has been my financial adviser for over 13 years. He set up a personal portfolio with money I had available for investment in 2010. This portfolio has consistently increased in value and performed above the benchmark annually. I’ve been shown independent data supporting this. However, I am made aware of possible fluctuations in […]

Harwin Bosworth has advised me on financial matters for at least eleven years. I had very little experience of investments but Harwin has always been very conscientious and infinitely patient, ensuring I understood the terminology and implications. Under his guidance, I opened a life policy to provide for my children upon my death and my […]

We have taken financial advice on investments and pension products for over 5 years from Harwin Bosworth. During this time he has listened to our concerns and has offered us choices to reflect our particular needs coupled with well-researched advice. We anticipate a beneficial long-term financial relationship

I was introduced to Harwin in 1998 when he was working at a local firm. Since that time, Harwin guided my father and I through difficult financial times giving sound, sensible and unbiased advice on many aspects of monetary matters. In 2005, he invested a lump sum for me and after only a year, the […]

We have been impressed by the personal service you have offered and the products recommended which we feel has given us a good tax efficient outcome. We found the experience of great benefit and would recommend your services to anyone who requires financial advice.    

My relationship with Harwin goes back several years. Over the years I feel he has always given sound advice, no more so than during the last recession when my funds fared better than most due to his guidance and expertise. I would not hesitate to recommend his services.