About Us
Bringing together Bowmore Financial Planning and Bowmore Asset Management under one roof since 2020.
Our Story
Our roots trace back to 1985, when Bowmore Financial Planning was established as The Citimark Partnership — a Bristol-based financial advisory firm committed to putting clients first.
In 2015, Bowmore Asset Management was founded to bring the same philosophy to discretionary investment management. Since launch, the firm has grown to become one of the UK's fastest-growing DFMs, recognised as a top-two firm by the Private Asset Manager (PAM) directory.
In 2020, both firms were brought together under the Bowmore Wealth Group umbrella, creating a unified wealth management group able to serve clients with both financial planning expertise and institutional-quality investment management.
Our Two Specialist Firms
FCA 115180
Bowmore Financial Planning
Chartered Financial Planners providing holistic advice since 1985. Based in Bristol, we work with individuals, families and businesses across the UK.
FCA 626431
Bowmore Asset Management
One of the UK's fastest-growing discretionary fund managers, founded in 2015 and based in London. Genuinely active management for private clients, families, trusts and charities with a minimum investment of £100,000.
Our Values
The principles that guide everything we do — from the advice we give to the way we communicate and the decisions we make.
Client-First
Every decision we make starts with what's best for the people who trust us. We have no external shareholders, no product quotas, no conflicting interests.
Excellence
Chartered Financial Planners status and our award-winning investment process are external validation of standards we hold ourselves to internally, every day.
Family-Owned
As a family-owned group, our advice is never influenced by institutional ownership. We think for ourselves and act solely in the interest of our clients.
Transparency
Clear communication, honest advice and complete fee transparency are the foundations of every client relationship we build.
Our Offices
Bowmore Financial Planning
Bristol · FCA 115180
Bowmore Asset Management
London · FCA 626431