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Welcome to Boler Wiseman Limited

Boler Wiseman Financial Services Limited was established by a firm of Chartered Accountants to ensure clients obtain independent, unbiased, holistic, professional advice.

Boler Wiseman Financial Services Limited is a friendly professional team that provides truly independent advice throughout the south of England, with a broad range of expertise across all aspects of financial matters.

Our aim is to assist you in tailoring your finances to achieve your financial goals to suit your lifestyle requirements now and for the future.

This includes the following services:

  • Lifestyle Financial Planning
  • Investment Advice
  • Pension Advice
  • Inheritance Tax Planning
  • Protection Advice

To find out more about any of the services we provide, or if you have any questions to put to our team, call today on 01794 517117. Alternatively, email us directly using the query form provided on the Contact Us page of this website. We look forward to working with you.

The Financial Services Authority does not regulate taxation and trust advice.
The value of your investment can go down as well as up and you may not get back the full amount invested.

Boler Wiseman Financial Services Limited is authorized and regulated by the Financial Services Authority. We are entered on the FCA Register No 197176 at www.fca.org.uk

What can you expect from Boler Wiseman Ltd?

  • Free initial consultation
  • Expert independent advice
  • Friendly & professional service at all times
  • Complete transparency and confidentiality
  • Business development guidance
  • Accounting services
  • Audit services
  • Taxation services
  • Bookkeeping and VAT services
  • Payroll services
  • Your own cloud based accounting and finance department
  • We boast local, national and international clients
  • All services tailored to your needs

For more information on our accountant consultancy and services, please contact us today.

Boler Wiseman Limited
Registered Office: 8 Tollgate, Stanbridge Earls, Romsey, Hants SO51 0HE.
Registered in England & Wales - Company No: 03732926
 

 

 

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