Working with you for a better financial future

Our experienced and established advisers offer a professional, prompt and supportive service in areas such as investments, savings, pensions and life assurance.

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About

Independent Financial Advisers based in Calne, Wiltshire

We believe everyone requires financial advice but many people don’t actually ask for financial advice.

If you’re looking to invest, buy a financial product or plan for the longer term, whether or not you need financial advice will depend on a number of factors such as what product you are looking for, how complicated your circumstances are and your short and long-term goals.

Boatman Financial would be happy to work with you for a better financial future.

How We Can Help You

Services

Wealth Management Service

Investments

Pensions

Group Personal Pension

Auto-Enrolment

Life Assurance

Critical Illness Cover

Wealth Management Service

Our Wealth Management Service helps with making smart decisions about your investments.

The Boatman Financial Wealth Management Service or WRAP is an online service that allows us to manage your entire portfolio of investments from one web page, regardless of where these investments are held.

Investments

Investing for the longer term means taking a risk with your money by investing in assets that could rise or fall in value. All investments carry risks, but putting your money in a range of different investments can help reduce the loss should one or more of them fall in value.

Group Personal Pensions

Group Personal Pension

GPPs are a type of defined contribution pension which some employers offer to their workers. As with other types of defined-contribution scheme, members in a GPP build up a personal pension pot, which they then convert into an income at retirement.

Pensions

Saving for retirement is something that most of us put off for as long as we can. But the reality is that the sooner you start paying into a pension plan the higher your retirement income is likely to be.

Auto-Enrolment

UK employers have to automatically enrol their staff into a workplace pension if they meet certain criteria. The law on workplace pensions has now changed and every employer must comply. We have a competitively priced consultancy service that will help all small to medium sized businesses. Auto Enrolment is regulated by the Pensions Regulator.

Life Assurance

Life assurance is about providing some financial security for people who depend on you financially. There are many different types of life assurance depending on your circumstances.

Critical Illness Cover

Critical illness cover, also referred to as critical illness insurance, is a long-term insurance policy where you’ll get a tax-free ‘lump sum’ – a one-off payment – if you’re diagnosed with one of the serious illnesses covered by your insurance policy. It's designed to pay off your mortgage, debts, or pay for alterations to your home such as wheelchair access should you need it.

Independent Financial Advisers, Boatman Financial are based in Calne, Wiltshire and John Boatman has been providing advice to clients across the South West of England for over 20 years.

Get in Touch

We're based in Calne, Wiltshire and operate mainly within the South West of England. Get in touch with us and see how we can work together.

Address

9 York Road
Calne
Wiltshire
SN11 8FW
United Kingdom

Working with you for a better financial future

Independent Financial Advisers based in Calne, Wiltshire

How We Can Help You

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