Why choose us

Understand more about what makes us different from other firms and why we stand apart when it comes to client satisfaction.

Why choose us

Making your dreams a reality

We want to be the architects of your financial plan, we will build the foundations and work with you to turn your dreams into reality, all underpinned and guided by our core principles.

A Chartered firm

We’ve been awarded the prestigious title of Corporate Chartered Financial Planners by the Chartered Insurance Institute (CII), placing us in the top 10% of advisory firms. Chartered status is the benchmark of professional excellence and integrity.


years of experience

For more than 35 years we’ve been gaining wisdom from all our clients, the markets and our profession. As Julius Caesar said, “Experience is the teacher of all things.”

Continuity and longevity of client relationships

We don’t compromise on our ability to deliver long-term security and continuity of care to our clients. As a family-owned, adviser-owned business, our clients know they can rely on us to be here for the long term, and we take great pride in that.

Sector specialists

Our team consists of sector specialists who bring an enormous depth of knowledge and wealth of experience to our clients’ personal finances.

Value demonstrated from day one

We believe it’s important to show you where we will add value from the very beginning of the process - tangible added value that you would not be able to achieve without us. That way you can decide for yourself whether financial planning is a good use of your money.

Clear, jargon-free planning

We will translate the technical jargon of the financial work into plain English so that you can make decisions confidently, with an insider’s level of understanding of all the issues at hand.

Consistency of outcomes

It’s what you’re here for, therefore, it’s what we deliver. Our investment outcomes are both consistent and predictable.

We walk the talk

There’s nothing we recommend to our clients that we wouldn’t do ourselves. In fact, in most cases, it’s what we are doing ourselves. It’s one of the benefits of being part of the Bowmore family – we take our results personally.

Our clients say

In the summer of 2021, we asked our clients to help us understand what we do particularly well and where we have room for improvement. We’re delighted to report that:


of our clients said that working with us has helped, or will help, them to achieve their goals.


of our clients would recommend us to friends, family or colleagues.


of our clients rated our understanding of their needs, goals, aspirations and objectives as “excellent” or “good”.
Michael & Sandra S

We feel more confident about our financial future thanks to Bowmore.

Michael & Sandra S
Piers B

Bowmore have gone above and beyond our expectations.

Piers B
Peter G

Having Bowmore as our adviser adds a real level of security and certai

Peter G
Can B

I feel comfortable knowing Bowmore care about my finances as much as I

Can B
Vicky N

I don’t have to worry about anything, as Bowmore makes me feel secure

Vicky N
Tony M

Bowmore make me feel like an important client – I haven't experienced

Tony M


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