About us
Find out more about who we are and how our values and services will positively impact your life and finances.
Mission statement
We are Bowmore Financial Planning. We are a Chartered, independent, adviser-owned financial planning firm based in London and Bristol.
Our team provide a truly holistic financial planning service that places at its centre, your life desires, dreams and aspirations. After all, true wealth is about life choices, not just money.
Our mission is to create and implement a strategy that will bring your ambitions to life. Enabling you to experience all that life has to offer you, is at the heart of our philosophy.
Firm history
Bowmore Financial Planning started life as The Citimark Partnership Ltd. Founded in 1985, CEO Mark Incledon launched the business in order to provide high-quality, independent financial planning and investment services that delivered true financial independence and security for both private and corporate clients.
In 2020, after 30 years helping more than 450 clients to achieve their financial ambitions, we rebranded as Bowmore Financial Planning Ltd. The move saw us realise a long-term ambition of our own, joining forces with our discretionary fund management arm – Bowmore Asset Management – to establish one strong, unified brand. Under the umbrella of Bowmore Wealth Group, we are now able to provide our clients with consistent, predictably high-quality asset management, alongside our chartered financial planning services.
We are delighted that although our business and our team have grown considerably since 1985, the family-business ethos and our bespoke approach to achieving our clients’ aims, remain rooted firmly at the base of our ongoing success.
Our Chartered status
Our awards
We’re delighted to have been recognised as financial services leaders in a number of sector awards.
Meet our team
Our exceptional team exemplify everything we’re proud of at Bowmore. Come and meet them.
Giving Back
We want to give back to the community through the work we do, find out about out latest initiatives.
