What we do

At Bowmore Financial Planning, we believe that true wealth is about more than just your money: it is about being able to experience all that life has to offer.

Our holistic financial planning service starts by understanding what a life well-lived means to you. It’s only when we have identified your specific goals and ambitions that we can create a strategy that will deliver in the ways that count to you.

Our services

Our clients benefit from bespoke planning solutions. We spend the time getting to know you, what’s important to you in life, what level of risk you are comfortable with and what success looks like to you.

We then marry this understanding of your needs with our in-house expertise and specialist knowledge to provide you with a unique proposition, tailored entirely to your goals and requirements.

The specific ways we help are likely to change across the course of your financial life journey as your needs migrate between:

The services we offer at each stage of your financial life journey may include:

  • Future goal modelling
  • Wealth management and preservation
  • Cashflow modelling
  • Retirement planning
  • Pension advice
  • Family protection
  • Remuneration planning
  • Personal risk assessment
  • Personal injury settlements
  • Tax planning**
  • Estate planning
  • Inheritance Tax planning**
  • Succession planning
  • Intergenerational planning
  • Trust work (family and charitable)**

With an approach that celebrates and centres on your ambitions and needs, we can provide the financial security you need to move confidently through life.

** Please note, we are not trust or legal specialists. Tax & legal advice is not covered by the FCA.

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