Mizar Wealth provides purpose-led, no-nonsense financial planning for professionals, families and business owners. We believe financial planning is much more than retiring early or funding a holiday; it is a two-way dialogue grounded in self-reflection and professional guidance, enabling clients to make choices that support a fulfilling life. The Practice’s approach also aligns closely with the lessons and principles from "The Psychology of Money":

• Incorporate personal worldview into financial decisions 
• Treat wealth as a means to freedom, not a value in itself 
• Maintain humility in the face of market uncertainty 
• Favour behaviour-first strategies over technical perfection 
• Recognise that goals evolve as life changes 

Before founding Mizar Wealth, Bosco has over ten years in investment banking and financial technology, gaining deep market knowledge and firsthand insight into the challenges high earners face balancing career, family and life goals. As a Chartered Financial Analyst (CFA), Bosco maintains a close interest in market developments and investment strategies. He works closely with clients who have complex financial needs, including ESG funds, overseas incomes and structured products.

Bosco helps clients to:

• Optimise income and other taxes in higher tax bands
• Protect and invest for young children
• Build retirement pots and project cashflow
• Plan inheritance, trusts and legacy
• Explore growth and tax strategies with business owners
• Navigate complex tax status (worldwide income, overseas retirement, etc.)

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

Trusts are not regulated by the Financial Conduct Authority.