Building Excellence

We were delighted this week to be awarded the prestigous David Norton Building Excellence Award at The Institute of Financial Planning Annual Conference at The Celtic Manor Hotel.

David was regarded as the pioneer of client centered, fee based Financial Planning until his death in 2005 aged 54 from a brain tumour. The award was created in David's name and is awarded annually to celebrate his legacy.

We are hugely proud of this achievement and would like to take this opportunity to thank all of you for your support in building BoulterBowen WealthCare to where we are today.

After ten years together there is still a long way to go. Having built our team and unique WealthCare and PortfolioLogic processes, which were crucial in winning the award, we would ask for your help again in ''spreading the word''. We are still looking to take on new clients and if you know anyone experiencing confusion or concerns around money, who you think we could help, please do let us know.

Once again, thanks for your support. If you would like to read more - Newsletter September 2010