BoulterBowen WealthCare - Newsletter 27th July 2009

After six years trading as The Exeter Practice we have changed our name to BoulterBowen WealthCare. We believe this brings greater clarity about who we are, what we do and what we stand for.

At the core of what we do is The WealthCare Process^TM, designed to eliminate the paralysis caused by confusion and concerns surrounding wealth, bringing clarity and confidence about the wealth you have and how best to use it.

Key to The WealthCare Process^TM is PortfolioLogic^TM, a robust and effective approach to investment, designed to preserve and protect the wealth you have built, to give you long term confidence about money.

We also recognise there are some extremely successful people, whose concerns are around loss of control, the negative effects of wealth on younger generations and lasting legacy. The WealthCare Concierge is designed to help bring clarity, confidence and focus on the true purpose of wealth.

Confidence is probably the most important human ability there is, with confidence almost anything is achievable, without it very little is and we would like to take this opportunity to thank everyone who has helped us with the transformation to BoulterBowen WealthCare. With clarity and confidence about who we are, what we do and what we stand for, we will be able to bring even greater clarity and confidence to our clients, which is after all, why we are in business.

Have a brilliant summer; we look forward to seeing you after the summer holidays.