Bulwark Financial Services

Financial Planning

Bulwark Financial Services is an established financial planning company that provides clients with a professional and comprehensive financial advice service. Reflecting the variety of different clients and situations we encounter, Bulwark Financial Services can tailor solutions to a wide range of financial needs, in particular:

Business Financial Planning - Bulwark Financial Services business financial planning knowledge and specialisation, combined with it's experience and dynamic portfolio of solutions makes it the ideal financial planning company for those organisations that are seeking a wide range of specialist advice

Inheritance Tax Planning - Bulwark Financial Services offers expertise in estate preservation with help and guidance in reducing or even eradicating the impact of Inheritance Tax on your beneficiaries*

Investment Planning - We are able to provide you with a portfolio of investments to help you achieve your longer term aspirations and financial objectives in a tax efficient manner.

Retirement Planning - Advice is available for those seeking Pre and post retirement planning solutions. With a wide choice of solutions and services available to you, we will strive to ensure that you enjoy a prosperous retirement.

*Tax legislation may change

Bulwark Financial Services is an appointed representative of the Friends Provident Marketing Group (FPMG), which is authorised and regulated by the Financial Services Authority (FSA), for advising only on the life assurance, pension and investment products of FPMG. FPMG takes responsibility solely for the advice provided on those products

Senior Partner, Duncan Seddon