Experience it all

Chartered financial planning from a firm that places your ambitions first.

About us

At Bowmore Financial Planning, we want you to experience all that life has to offer. We believe that true wealth is about life choices, not just money. Let us help you build and implement a strategy that brings your ambitions to life.

About us

Your needs

Click through to the following pages to find out how our experienced team of specialists help:

I want to plan for my retirement
I want to plan for my retirement
I want to arrange my financial affairs tax efficiently
I want to arrange my financial affairs tax efficiently
I want to pass my wealth onto the next generation
I want to pass my wealth onto the next generation
I want to manage a change in my circumstances
I want to manage a change in my circumstances
I want to organise my employee benefits
I want to organise my employee benefits
I want financial advice for my business
I want financial advice for my business

Our clients say

In the summer of 2021, we asked our clients to help us understand what we do particularly well and where we have room for improvement. We’re delighted to report that:

96%

of our clients said that working with us has helped, or will help, them to achieve their goals.

86%

of our clients would recommend us to friends, family or colleagues.

95%

of our clients rated our understanding of their needs, goals, aspirations and objectives as “excellent” or “good”.
Michael & Sandra S

We feel more confident about our financial future thanks to Bowmore.

Michael & Sandra S
Piers B

Bowmore have gone above and beyond our expectations.

Piers B
Peter G

Having Bowmore as our adviser adds a real level of security and certai

Peter G
Can B

I feel comfortable knowing Bowmore care about my finances as much as I

Can B
Vicky N

I don’t have to worry about anything, as Bowmore makes me feel secure

Vicky N
Tony M

Bowmore make me feel like an important client – I haven't experienced

Tony M

Insights

24 Oct 2022

3 important ways to prevent the transition from summer to autumn dragging you down

24 Oct 2022

Why phased retirement might become the preferred choice for more people

24 Oct 2022

How to get more benefit from your company pension scheme

24 Oct 2022

Bowmore Financial Planning included within New Model Adviser Top 100 Firms

16 Oct 2022

Bowmore Bulletin: Your latest update from the Bowmore team

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