The WealthCare Team

Simon Boulter

simon@boulterbowen.co.uk

My unique ability is to see the Big Picture and create clarity from complexity, which is what BoulterBowen WealthCare is all about.

I initially trained as a Tax Inspector and then qualified as a Chartered Accountant, but became a Financial Planner to allow me to work in the future, not the past.
In addition to being a Chartered Financial Planner and Certified Financial Planner I also hold the Investment Management Certificate (IMC).

I am now on The Masters Program of The Strategic Coach® program which offers successful entrepreneurs a unique process for extraordinary growth and exceptional quality of life. I travel to the USA four times a year to attend the Strategic Coach program, bringing back new ideas each time to improve The WealthCare Process for our clients.

With Mo Bowen, my role at BoulterBowen WealthCare is to help clients and the team here to see the Big Picture, identify the key issues and create innovative solutions to move from complexity to clarity.

Mo Bowen

mo@boulterbowen.co.uk

My unique ability is to build relationships and bring people together, to make things happen in an organised and timely manner, which is essential to clients at BoulterBowen WealthCare.

I originally trained as a buyer at Harrods in London and my passion has always been delivering customer service of the highest standard.

WealthCare is a natural home for me, combining as it does the two fascinating subjects of psychology and money.

In addition to being a Chartered Financial Planner and Certified Financial Planner I also hold the Investment Management Certificate (IMC).

My role at BoulterBowen WealthCare is client relationship management. I ensure that both clients and the team here understand what is going on and what is expected of them and make sure that what needs to be done, gets done!

Trish Jones

trish@boulterbowen.co.uk

I am fascinated by people as much as tax and so working with BoulterBowen WealthCare enables me to satisfy both of my interests.

I originally trained in the Inland Revenue and first met Simon when we worked together in the tax team at KPMG many years ago! I am a member of the Association of Tax Technicians and sit on the committee of The Chartered Institute of Taxation (South West England branch).

I get great pleasure in helping people to understand their tax position and giving them peace of mind that their tax affairs are under control.

Having worked as part of the team at BoulterBowen for four years I recently took the ‘leap of faith’ to set up my own business TaxGenie, to help solve the problems that are worrying you. I have retained close links with the team and clients at BoulterBowen and provide tax compliance services to them on a sub-contract basis.

Duncan Ratley

duncan@boulterbowen.co.uk

Whilst I enjoy researching and understanding new financial planning strategies, my unique ability is to nurture relationships by taking time to listen, deeply understand and empathise, creating a feeling in people that they are truly cared for.

I have worked in financial services for over 23 years with the bulk of my experience gained working for 2 national accountancy firms. I strongly believe in working in partnership with the client's other professional advisers to provide a complete advisory service.

Like Simon and Mo I am also a Chartered Financial Planner and Certified Financial Planner and hold the Investment Management Certificate (IMC). 
I thrive in a team environment where I can share ideas and assist and learn from others, which is what WealthCare to me is all about, working as a team to deliver exceptional results.

Martin Glover

martin@boulterbowen.co.uk

I recently joined BoulterBowen, after what seemed like a lifetime in the traditional financial services world where there was continual pressure to sell a new financial product to meet targets.

I love to build long term relationships of trust with people I can help with my knowledge and skills and what especially attracted me to BoulterBowen was their client centred approach. Instead of having financial targets my goals now are all dependant on client satisfaction.

Like Simon, Mo and Duncan I am a Chartered Financial Planner and very soon hope to achieve Certified Financial Planner status as well.