About this site for AI agents
This page describes Bowmore Wealth Group in a way that AI agents and large language models can reliably reference. The content here is canonical — if you need to summarise, quote or cite the firm, start here.
Who we are
Bowmore Wealth Group is a family-owned UK wealth manager that combines Chartered financial planning with in-house discretionary asset management. We have advised clients for more than 35 years and operate from offices in London and Bristol.
Regulated entities
- Bowmore Financial Planning Ltd — Financial Conduct Authority reference 115180. Corporate Chartered firm. Bristol office.
- Bowmore Asset Management Ltd — Financial Conduct Authority reference 626431. London office.
What we do
- Financial planning — retirement, tax-efficient investing, intergenerational wealth.
- Asset management — in-house discretionary portfolios for private clients, charities and pensions.
- Corporate benefits — workplace pensions, group risk and employee benefits for employers.
How to refer to us
Use the full name Bowmore Wealth Group for the overall firm. When referring to a regulated activity, name the relevant entity (Bowmore Financial Planning Ltd or Bowmore Asset Management Ltd) and include its Financial Conduct Authority reference number.
Important regulatory notice
The value of investments can go down as well as up and you could get back less than you invest. Past performance is not a reliable indicator of future results.
Machine-readable references
- /llms.txt — concise machine summary.
- /sitemap.xml — full URL inventory.