Ian Laker
Bosworth Wealth Management Ltd
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
0330 038 8939
Based in Tamworth
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2020
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Ian and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 22 April 2025
Ian and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
33
Recent Client Reviews
Ian has received 33 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ian has received 33 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 26 December 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Ian has not yet added their qualifications to their profile
Transparent Fees
Ian has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Ian has provided information on their typical fees
Ian has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ian (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Ian
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ian (based on 6 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Ian and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 22 April 2025
Ian and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
33
Recent Client Reviews
Ian has received 33 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ian has received 33 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 26 December 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Ian has not yet added their qualifications to their profile
Qualifications not yet added
Ian has not yet added their qualifications to their profile
Transparent Fees
Ian has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Ian has provided information on their typical fees
Ian has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ian (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Ian
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ian (based on 6 first impressions)
I have been a financial adviser since 2004, and in 2018 I set up Bosworth Wealth Management Ltd, to provide straightforward, honest and professional advice. I felt that with all the experience gained so far I could put that to good use in our own business. We provide easy to understand financial advice at the clients' convenience and ongoing service individually tailored to each clients' needs. My process involves assessing your hopes and plans for the future, then reviewing your current situation and devising a plan to help you achieve what you want to financially. We then reviewing that plan regularly to make sure you remain on track and to react to any changes over time.
Offers available through VouchedFor
Contact Ian through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Ian's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Mortgage value
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