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 usYour needs
I want to plan for my retirement
I want to arrange my financial affairs tax efficiently
I want to pass my wealth onto the next generation
I want to manage a change in my circumstances
I want to organise my employee benefits
I want financial advice for my business
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%
86%
95%
We feel more confident about our financial future thanks to Bowmore.
Bowmore have gone above and beyond our expectations.
Having Bowmore as our adviser adds a real level of security and certai
I feel comfortable knowing Bowmore care about my finances as much as I
I don’t have to worry about anything, as Bowmore makes me feel secure
Bowmore make me feel like an important client – I haven't experienced
Meet your team
view allMark Incledon
Chief Executive Officer
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Gill Millen
Managing Director, Bowmore Financial Planning
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Chris Blakeley
Compliance & Operations Director
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Hayley Wood
Compliance & Operations Manager
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John Clamp
Chartered Financial Planner, Fellow
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Mark Millett
Financial Planner (on leave)
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Jill Ellicott
Chartered Financial Planner
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Adam Canavan
Financial Planner
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Roy Quick
Financial Planner
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Joshua Mortimore
Financial Planner
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Helen Best
Paraplanner
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Michael Baker
Paraplanner
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Carlie Rivera
Business Support Administrator
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Samantha Worthington
Senior Administrator
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Ali Grieveson
Senior Administrator
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Emily Sherring
Corporate Benefits Administrator
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Clare Underwood
Office Manager
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Insights
