Bowmore Wealth

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.

Testimonials

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.