Financial Planning

Bowmore Financial Planning Limited is a Chartered Financial Planning practice.

We have been advising high net worth individuals and their families for over 30 years and have built a reputation for providing lifestyle financial planning solutions. Our planning philosophy centres around achieving your dreams and aspirations. After all, a goal without a plan is just a wish.


We have been awarded Chartered Status which places us among the top 10% of advisory firms. We are proud to be recognised for our client-first approach, alignment with a professional Code of Ethics and provision of solutions for our clients.

It all starts with a free in-depth confidential consultation. From there you can choose from a range of services depending on your specific needs and budget.

We follow a six-step planning process, with regular reviews to keep your plans on track with your life.

Our Services include:

  • Future goal modelling
  • Wealth management & preservation
  • Retirement planning
  • Family protection
  • Remuneration planning
  • Personal risk assessment
  • Personal Injury settlements
  • Tax planning**
  • Inheritance tax planning**
  • Trusts (family & charitable) **

**We are not Trust or Legal specialists. Tax & Legal advice is not covered by the FCA.

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