Peter G

Peter G

Peter G

Client since 2012

My name is Peter, and I've been a client of Bowmore for the last 10 years.

Having Bowmore as our adviser adds a real level of security and certainty to our financial future.

I decided to get in touch with Bowmore because I really wanted to get my finances in order. I was a little confused over some of my pension arrangements and wanted some professional advice to guide me in the right direction. Having met Bowmore, I realised that they could offer way more than just that particular aspect of advice, and they introduced me to an overall financial plan. The relationship grew from there.

Bowmore has helped us in the last few years, as our three children went on from school into university, and so the shape of our finances have changed. Bowmore have been able to guide us in managing our plan for the future and, ultimately, into retirement, and how we should structure our finances. They've been really instrumental in determining how we go about setting money aside for the future, as well as being able to deal with any eventualities that have come up over the last two or three years.

Having Bowmore there as our advisor adds a real level of certainty and security to how we look to the future. Knowing that they have a holistic view of our family and our finances makes me feel a lot more confident about our finances being secure in the future, and we can also plan for any eventualities. They’ve now given us a degree of confidence when we look at our finances.

I'm relatively financially literate, but I just don't have the time and the will to investigate the various options available to me in depth. So, while I could probably do the research myself, I don't think I would actually dedicate the right level of time and effort to doing so.

There are also a number of options open to me that I wasn't aware of until I'd met with Bowmore. Certainly, Mark has introduced us to some instruments and policies that are going to help in structuring our finances for the future, particularly into retirement. He's helped us with not just retirement planning, but also with tax planning. I don't think I could have done that without his assistance.

I have an annual review with Mark at Bowmore, but it doesn't stop there. Every week, they send a communication that offers insight into what they're seeing in the market, and some of background to the economic changes you might see over the course of that week. This is really helpful and insightful, as is knowing where they're making changes to the portfolio or investment strategy.

Over and above that, they’re very accessible. You can just pick up the phone anytime, anyplace, and I'll usually get a call back from Mark in a pretty short time frame. I feel like I can really communicate with Mark and his team any time we wish to.

I feel like I can really communicate with Mark and his team any time we wish to.

The three words I'd use to describe Mark are trustworthy, knowledgeable and flexible. The flexibility, in particular, is seen in how he meets the needs of our family and our financial position as it inevitably changes over time.

The best thing about working with Bowmore is that you're dealing with a relatively small team and you know that you're an important client. They are dedicated to servicing you and your family as individuals, and the level of service is quite personal and attentive, something you might not get from a larger firm.

I would certainly recommend Bowmore to other people because having that financial plan in place really gives you the security that I know many people look for.

Bowmore are somewhat unique in that they offer both financial planning services, as well as the fund management aspect of the business. I think the close proximity of those two things really helps form that holistic view of you as the client. We've certainly found huge value in working with Bowmore over the last 10 years. Having them know us and our requirements, and then being able to act quickly to meet those requirements and put plans in place has really helped us.

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