Why Choose Us
Chartered financial planning and in-house discretionary asset management — under one roof, accountable to you.
The Bowmore Difference
Most groups offer either financial planning or investment management. We do both — properly, with our own people, and with a single client relationship that joins them up.
Two specialist firms, one roof
Chartered financial planning and in-house discretionary asset management — the integration is the USP.
Complete transparency
Clear communication, honest advice and full fee transparency are the foundations of every client relationship.
96% client endorsement
96% of clients say Bowmore has helped them achieve their financial goals.
Financial Planning
Why choose Bowmore Financial Planning
Corporate Chartered status, family-owned, trusted by families and business owners since 1985.
Corporate Chartered
Awarded to the top 10% of advisory firms — external recognition of standards we hold ourselves to every day.
Family-owned
No external shareholders, no product quotas, no conflicting interests. Our advice answers to you, not a parent company.
Established in 1985
Over 35 years guiding families and business owners through every market cycle, life stage and tax regime.
Planning-led, not product-led
We build the plan first. Investments, pensions and protection follow the plan — never the other way round.
Asset Management
Why choose Bowmore Asset Management
In-house discretionary management built on evidence, transparency and active oversight.
In-house Discretionary Management
Genuinely active management run by our own investment team — not outsourced, not white-labelled.
Top-tier industry rankings
Recognised by the Private Asset Manager (PAM) directory as one of the UK's fastest-growing DFMs.
Risk-first discipline
Every portfolio starts with a rigorous understanding of risk — yours and the market's. We protect capital first, then pursue returns.
Sustainable by design
ESG integrated across our process, with dedicated sustainable strategies for clients who want to go further.
Let's start a conversation
A 30-minute call with a Bowmore adviser. No obligation, no jargon, no pressure.
Speak with our team