Do you want to protect your wealth, make it work for you and do the very best for your family? If you answered yes to any of these questions then welcome home. The Bloomsbury team works closely with successful business people, their life partners and families to overcome the challenges involved in managing complex affairs and significant wealth. Our priority is developing long term relationships with our clients based on trust, respect and understanding. We don't just work for you; we work with you, empowering you to live life to the full secure in the knowledge that your financial affairs are structured in the best possible way to enable you to achieve your goals. It's a relationship that starts with a conversation...
Whats Important About Money to You?
What’s important about money to You?
Knowing your 'why' enables you to make decisions which are in line with your big picture and to increase your chance of success in whichever way you define it
Financial planning has witnessed significant change,
so it is not surprising that most people are unclear about what financial planners actually do. The aim of this guide is to explain the process in general terms and what financial planning with Bloomsbury can achieve for you.
6 key values good Financial Planners provide
Featured in the CISI magazine - read Carolyn Gowen's perspective on the personal side to planning someone's financial future.
"We wanted a one stop wealth management service tailored to our needs and Bloomsbury has delivered.
Their professional, common sense approach gives us peace of mind and total confidence that our future financial security is in very safe hands."
Inside views and comment from our wealth
Global Top 50 Achievement
New year, new limit
Ready for retirement
New plan for DOTAS on hold
What clients value
Preparing your heirs: Part 1
Preparing your heirs: Part 2 - Why it matters
To buy or not to buy
It can, particularly when markets are volatile, be hard to decide on the best time to invest (or, more importantly, the best time not to invest, given that we tend to be more sensitive to losses than to gains).
Pensions - all change please
Successive governments have wrestled with the challenge of how to deal with an ageing population and a growing social security bill
Peer to peer lending - a fad or the future
Much has been written over the years about the increasing disintermediation of the banks. Their traditonal role as lenders and - via their investment banks - issuers of equity capital, has been undermined ty other market participants such as hedge funds, mutualfunds and private equity firms
Higher rate pension tax relief – RIP?
6th April 2016 certain higher/additional rate taxpayers will see a reduction of up to £30,000 in the annual amount that they can invest.
Bloomsbury's Youtube Channel
Subscribe to the Bloomsbury YouTube Channel
You can access a collection of insightful help videos from the Bloomsbury wealth planning team.
A free wealth app from Bloomsbury
We are delighted to offer our mobile app, packed full of useful tools, features and latest news. Get this free download this from the App Store today.
Can we ask you a question?
We provide advice and recommendations from the whole financial market. Our comprehensive approach enables us to view investments in the context of your overall financial picture.
How to choose a financial adviser?
Public confusion about guidance has grown but reforms make knowledge more important than ever. Read this article that appeared in the Financial Times.
Financial Life Checkup
Financial Life Checkup
Take our free checkup online to assess how satisfied you are with the financial aspects of your life.