Last month you read about Tom’s exam successes, our planner’s insights on World Financial Planning Day and more of our research being published in the press.
This month, as usual, there is much to report from Bowmore HQ!
One of our longest-standing financial planners, John Clamp, has passed a landmark exam. Plus, read about our annual Golf Day and our determined colleagues’ involvement in the Bristol Half Marathon.
John Clamp passes impressive sales exam
After undertaking an apprenticeship with Nine Dots Development, one of our financial planners, John Clamp, has been awarded a new sales executive qualification.
John said, “I appreciated being encouraged to explore my role as a trusted financial planner. It was insightful to have the opportunity to meet and learn from other people in different professions.
“This prompted me to look at some of the challenges I face from a new perspective and so arrive at more innovative solutions.
“As we dedicate time to keeping on top of the latest product developments and legislative changes, it has been refreshing to allocate a good chunk of my CPD hours to the part of the job I most value: that of client interactions and outcomes.”
John took this exam in September 2022 and passed with flying colours. Congratulations, John, on your achievement!
Bowmore’s annual Golf Day was a “hole in one” success
Bowmore recently hosted its annual Golf Day at the beautiful Bristol & Clifton Golf Club.
28 players, made up of Bowmore team members and clients, took to the course in wet weather, but they did not allow the rain to dampen their enthusiasm.
Gerry Curtis took the first prize, shooting an excellent 39 points.
In second place was Greg Gough with 36 points on countback and third was Peter Scott, also with 36.
The team event was won by Ian Foster, Greg Gough, Andrew Manders and our very own Tom Henshaw. Congratulations to this formidable team!
We also awarded individual prizes for golfers who showed their prowess throughout the day.
“Nearest the pin” on the 13th, Bristol and Clifton’s signature hole, was won by Tony Vallance who is now the proud owner of two Porsche “drive experience” days.
“Nearest the pin” in two shots was won by Peter Scott.
The award for “longest drive” was won by our own Adam Canavan who had travelled from London, quoting it was definitely his best shot of the day!
With plenty of Bowmore Single Malt given out at our prize giving, the event was a “hole in one” success.
Many thanks to all who attended and a very special thank you to Clare Underwood for organising the event.
Tom, James and Helen complete the Bristol Half Marathon
The OMF conduct life-saving research into ME, working to develop more knowledge around this disease within the medical community and providing patients with a better quality of life.
Reflecting on this amazing day, Helen said, “A great day at the harbourside. There were slightly hot running conditions, but a great atmosphere with plenty of support and post-run pints!
“Tom was a trooper and the only one of us to complete the half marathon distance, which was incredible.”
“James also smashed it, he didn’t even stop – amazing, considering he’s never done a run more than 5K before.”
“As for me, I was very happy to finish the 10K; not a personal best, but very happy my ankle held together.”
The team’s times are as follows:
- Tom’s half marathon – 2 hours, 11 minutes
- James’s 10K – 1 hour, 6 minutes
- Helen’s 10K – 57 minutes.
Finally, Helen says, “We’ve absolutely smashed our target, thank you so much to those who chipped in. Any last-minute donations are greatly appreciated.
“We are hoping to be back to our annual participation in this event, so there is plenty of time to dust off those running shoes and welcome any newbies for next year’s race!”
You can donate to support the OMF by clicking our JustGiving link.