Featured by Money Marketing, Bowmore Wealth Group has expanded its business with the acquisition of two London-based financial planning businesses, DWA Protector Limited and Rogate Capital Limited, bringing a combined £135 million in assets under advice into the Group and taking its total to approximately £650 million.
The deals deepen our footprint in London and the eastern M4 corridor, as part of a growth strategy that prioritises cultural alignment and a shared commitment to client-first financial planning.
Mark Incledon, CEO of Bowmore Wealth Group, said:
"DWA Protector and Rogate Capital have built trusted relationships with their clients over many years and we are delighted to welcome them into Bowmore. These acquisitions strengthen the business while allowing us to maintain the family-owned ethos and personal service our clients value."
Phil Povey, Director at DWA Protector, said:
"As I retire, it is reassuring to know that clients will be supported by a growing business that remains committed to high-quality financial planning advice."
Money Marketing: Bowmore completes twin acquisitions as assets rise to £650m
Bowmore Financial Planning Ltd and Bowmore Asset Management Ltd are authorised and regulated by the Financial Conduct Authority.