What We Do
Two specialist firms, one integrated service — Chartered financial planning and in-house discretionary asset management.
An integrated approach
Most groups offer either financial planning or investment management. Bowmore does both — properly. Our Chartered planners and our in-house investment team work to a single client view.
That integration means your plan informs your portfolio, and your portfolio answers to your plan. No outsourced model, no white-labelled portfolio, no information lost in the handover.
You can engage one service or both — whichever fits.
Financial Planning
Chartered financial planning
Comprehensive financial planning for individuals, families and business owners — pensions, investments, tax, protection and corporate benefits.
Retirement & Pensions
Pension consolidation, drawdown strategies, SIPPs and SSAS — engineered around the retirement you actually want.
Investment Planning
Tax-efficient investment portfolios built around your goals, time horizon and attitude to risk.
Tax & Estate Planning
Inheritance tax, gifting, trusts and intergenerational wealth — passing on what you've built efficiently and on your terms.
Protection & Insurance
Life cover, income protection, critical illness and shareholder protection — sized to the gap, not the policy.
Corporate Benefits
Workplace pensions, group risk and employee benefits for business owners and HR teams.
Holistic Financial Planning
Cashflow modelling and lifetime planning that joins everything up — pensions, investments, tax, protection and estate.
Asset Management
In-house discretionary management
Award-winning portfolio management for private clients, families, trusts and charities — designed, run and overseen by our own investment team.
Discretionary Portfolio Management
Genuinely active, risk-graded portfolios for private clients, families, trusts and charities. £100,000 minimum.
Sustainable Investing
Dedicated sustainable strategies for clients who want long-term returns alongside positive impact.
Bespoke Portfolios
Mandate-led portfolios for clients with specific holdings, concentrations or tax positions to manage.
Not sure which service you need?
A short call with a Bowmore adviser will help you work out what's actually useful — and what isn't.
Speak with our team