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.
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: