Bowmore Bulletin: Your latest update from the Bowmore team

Last month, you read about our charitable work and Bowmore’s latest rising star, Stephanie White, preparing for her most recent exams.

This month, there is much to report from Bowmore HQ. We announce more qualifications, a new acquisition, exam success and of course, the full breakdown of our involvement in the Ride for Precious Lives, among other charitable endeavours.

Bowmore CEO and son reach Chartered Fellow Status

Firstly, our CEO Mark Incledon and his son, Charles, have both become Chartered Fellows of CISI this month. Congratulations to father and son on this fantastic achievement.

Charles commented: “Chartered Fellow Status is the highest level of status you can reach within the Chartered Institute for Securities and Investment (CISI), while it is great to reach this point on a personal level, I think more importantly, it demonstrates to our clients that we are continually holding ourselves to the highest standards in terms of professionalism, integrity and excellence.

It was just a coincidence that the old man and I were eligible for Chartered Fellowship at the same time, but special to reach this point together.”

Bowmore acquires Richard Wells Financial Services Limited

Last month, we successfully completed the acquisition of Richard Wells Financial Services Limited, a local financial advisory business that has specialised in providing advice to doctors and medical consultants. We extend a warm welcome to those clients to the Bowmore group.

As we already work with a number of medical professionals, we are able to offer a significant amount of knowledge and experience to Richard’s clients. We are also very grateful to Richard for sharing his detailed understanding of the NHS Pension Scheme, which is possibly the most complex of all public sector arrangements, requiring careful navigation.

We’d like to wish Richard a very happy retirement!

Bowmore in the press: John Clamp featured in Investors’ Chronicle

One of our  Chartered financial planners, John Clamp, was featured this month in Investors’ Chronicle, discussing retirement planning and pension consolidation – an important topic for many people looking ahead to retirement, especially in an era of high inflation.

Exam success for Stephanie White

Last month, you read about our trainee investment manager, Stephanie White and her passion for ESG investing. When we last caught up with Stephanie, she was revising for her CFA ESG exam.

We are now delighted to announce that Stephanie has passed this exam, bringing her one step closer to becoming a fully fledged investment manager.

Stephanie has been celebrating her success, telling us, “I am so pleased to have passed the CFA ESG! I am really enjoying learning about sustainable investing and I am excited to apply that knowledge in times to come.”

Congratulations, Stephanie, on your well-deserved success!

Raising more than £6,000 for the Ride for Precious Lives

After months of training and preparation, Bowmore paraplanner Duncan Harvey successfully completed the Ride for Precious Lives between 7 and 9 July, in aid of Children’s Hospice South West (CHSW).

The Ride for Precious Lives is undertaken each year by a dedicated group of cyclists, all of whom pledge to cycle more than 200 miles to raise money for CHSW. The hospice provides essential palliative care for terminally ill children, as well as bereavement support and other services for their families.

Duncan trained for the ride alongside our colleague Mark Millett, who sadly had to withdraw from the event due to illness. We would like to express our well-wishes for a speedy recovery to Mark and his family at this time.

At Bowmore, we pledged to match every donation to Duncan and Mark’s journey. So far, we have raised more than £6,000, including our own donations.

On Friday 7 July, Duncan set off in blistering heat to complete the Ride for Precious lives. We caught up with him a few days later, to find out how he fared on this cycle ride of a lifetime…

How are you feeling now that the ride is finally complete?

“Very tired. It was extremely hot – the hardest thing was coping with the heat. I realised after the weekend that I had gone through nine litres of water (or other liquid) a day while on the ride.

Wow. Were there any other unexpected things that arose, aside from the heat?

“Well, I did not end up riding most of the way with my cohort, Team Emily, because they put us in groups according to average speed. So, I rode most of the way with an amazing group of women called ‘Birds on Bikes’ who were really fit – much better than me – and they pulled us all along. There was an amazing level of camaraderie, which really helped.

“I got a puncture just three hours into the first day, but that was my only mishap. We actually rode so quickly that they asked us to slow down, as the people putting up signposts were getting behind us!”

It sounds like your training must have been pretty rigorous!

“In fact, no, because I cycle all the time. I cycle around 16 miles each day to and from work, so I just added training to those journeys and included different terrains, like hills.

“Doing that, I managed to train adequately for the race, unlike some of the others on the team, who had more of a standing start.

That is amazing. What did you do in the evenings after each day?

“I had a cold shower in the hotel each night. I had received some advice from another cyclist on what to wear and on the second day, I wore three pairs of pants and two pairs of cycling shorts! It was pretty painful.

“Otherwise, we had a few pints each evening and ate some dinner. At the end of each meal, CHSW organised speeches from those who had used their services. There were some speeches from bereaved fathers that were very difficult to listen to, but it was extremely important to remember why we were there and who we were cycling for.

“It was then that I realised that the £25,500 Team Emily raised in total would, at £20 an hour for care, provide seven and a half weeks’ support for an ill child. That means so much and really puts everything in perspective for all of us.

“There was also a very funny awards ceremony, at which everyone raised a glass to Mark, which was very special too.”

 

It sounds as if there were warm welcomes everywhere you went.

“The whole thing was so impressively organised. We had our meals provided as soon as we arrived at each stop and there were so many drinks and snacks available to everyone. At the end, there was an archway and a DJ awaiting our arrival. It was amazing.

“Although I did not cycle most of the race with the rest of Team Emily, on the final day, we waited for the whole group to catch up together so we could complete the race as one. That was a fantastic moment.

Is there anyone in particular you would like to thank for their support of the ride?

“I would love to thank Bowmore for matching the donations, it has made such a difference.

“Really, though, I would mostly like to thank Mark [Millett] for rallying us together and organising the whole thing. We were so gutted that he could not participate, but without him, none of this would have been possible. Thank you, Mark.” You can still donate to Mark and Duncan’s fund for CHSW via the JustGiving link or by scanning the QR code.

 

 

 

 

Bowmore’s youngest generations are helping to save lives at sea

Not only have our amazing colleagues been raising money for children in palliative care, but two of Bowmore’s youngest family members have been fundraising for the Royal National Lifeboat Institution (RNLI).

The RNLI are committed to saving lives at sea around the UK and in the surrounding international waters.

The industrious efforts of the children and niece of our chief investment officer, Jonathan Webster-Smith, have raised £87 for the RNLI’s Salcombe lifeboat station. The children sold their old toys to raise these funds and were met with congratulations from the local captain, as well as being featured in the RNLI newsletter.

You can donate to the RNLI online or by calling 0300 300 9990.

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