Experience it all

Chartered financial planning from a firm that places your ambitions first.

About us

At Bowmore Financial Planning, we want you to experience all that life has to offer. We believe that true wealth is about life choices, not just money. Let us help you build and implement a strategy that brings your ambitions to life.

About us

Our Expertise

Education Fee Planning
Education Fee Planning
Cashflow Modelling
Cashflow Modelling
Retirement Planning
Retirement Planning
Tax-Efficient Planning
Tax-Efficient Planning
Succession Planning
Succession Planning
Changes In Circumstance
Changes In Circumstance
Employee Benefits
Employee Benefits
Financial Planning for Businesses
Financial Planning for Businesses

Our clients say

In the summer of 2021, we asked our clients to help us understand what we do particularly well and where we have room for improvement. We’re delighted to report that:

96%

of our clients said that working with us has helped, or will help, them to achieve their goals.

86%

of our clients would recommend us to friends, family or colleagues.

95%

of our clients rated our understanding of their needs, goals, aspirations and objectives as “excellent” or “good”.
Michael & Sandra S

We feel more confident about our financial future thanks to Bowmore.

Michael & Sandra S
Piers B

Bowmore have gone above and beyond our expectations.

Piers B
Peter G

Having Bowmore as our adviser adds a real level of security and certai

Peter G
Can B

I feel comfortable knowing Bowmore care about my finances as much as I

Can B
Vicky N

I don’t have to worry about anything, as Bowmore makes me feel secure

Vicky N
Tony M

Bowmore make me feel like an important client – I haven't experienced

Tony M

Insights

30 Jan 2025

How to Build a Financial Plan That Grows With You After Divorce 

15 Jan 2025

634,000 UK taxpayers earning £100k-£125k are now caught in the notorious 60% ‘tax trap’.

29 Nov 2024

Will Your Pension Be Subject to Inheritance Tax?

27 Nov 2024

Explore Salary Exchange and Unlock Cost Savings

19 Nov 2024

On-Demand Webinar: Navigating Budget Changes

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