Strategic Wealth Management for Investors

Tailored portfolios, tax-smart strategies, and legacy planning—all under one roof

If you’re planning to invest £250,000 or more, you deserve strategies built for your financial stature—from customised portfolios and legacy planning to tax-efficient structures crafted for significant wealth.

Managing significant wealth requires a structured, strategic approach. As a Chartered financial planning firm, we provide tailored financial solutions for high-net-worth individuals, ensuring your wealth is invested wisely to achieve long-term security and growth. Whether you are looking to preserve capital, generate income, or build a legacy, our expert Planners will guide you towards the most effective investment strategies.

Tailored Investment Strategies for Long-Term Growth

As your wealth grows, so do the complexities of managing it effectively. With increased assets often comes greater exposure to tax considerations, market volatility, and evolving financial priorities. A personalised investment plan ensures your capital is working efficiently—not only to preserve what you’ve built, but to support your long-term goals and desired lifestyle

KEY CONTACTS

Adam Canavan

Financial Planner

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Joshua Mortimore

Financial Planner

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Jill Ellicott

Chartered Financial Planner

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John Clamp

Chartered Financial Planner, Fellow

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Roy Quick

Financial Planner

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Risk-Managed Investment Portfolios

A diversified, professionally managed investment portfolio is essential for growing and preserving your wealth over the long term. We offer carefully constructed, risk-rated portfolios aligned to your financial objectives and tolerance for risk, delivered through Bowmore Asset Management.

Strategic asset allocation designed to balance risk and return
Tax-efficient structures to support long-term growth
Global market exposure for diversification and opportunity

For clients with more complex needs, Bowmore Asset Management also manages a limited number of fully tailored portfolios.

Our Risk Profile Factsheets

Private Wealth & Legacy Advice

Preserving wealth across generations requires careful financial planning. Our estate and legacy advice services ensure your assets are structured efficiently to support your family’s future while minimising tax liabilities.

Trusts and estate structuring for intergenerational wealth transfer
Inheritance Tax (IHT) planning to reduce liabilities
Philanthropy and charitable giving strategies

Succession Planning

Tax-Efficient Investment Solutions

Maximising returns while minimising tax exposure is an essential part of high-net-worth financial planning. We work closely with tax specialists to ensure your investments are structured in the most efficient way.

Tax-advantaged investment vehicles such as ISAs, VCTs, and EIS
Pension and retirement planning to optimise tax benefits
Capital Gains Tax and Income Tax efficiency strategies

Tax-Efficient Planning

Retirement & Income Planning

A secure retirement requires a structured plan to ensure financial stability for the long term. We help high-net-worth individuals design a tax-efficient retirement strategy that provides sustainable income while preserving capital.

Pension consolidation and wealth withdrawal strategies
Investment portfolios designed for income generation
Mitigating risks associated with market fluctuations

Retirement Planning

Why Work with Bowmore Financial Planning?

Bespoke financial planning tailored to your unique wealth profile

Access to investment opportunities through Bowmore Asset Management who are celebrating their 10th year

Tax-efficient strategies to enhance investment returns

Dedicated financial advisors with experience in high-net-worth wealth management

Bowmore Asset Management

Frequently Asked Questions

What makes Bowmore’s wealth management service different?

We offer independent financial planning alongside in-house discretionary investment management—an approach that allows for integrated, tailored strategies. As a Chartered and adviser-owned firm, we aim to provide a personal, long-term relationship built around your specific goals.

Do I need a minimum investment to work with you?

Our strategic wealth management service is typically suited for individuals with £250,000 or more to invest. This helps ensure we can deliver the depth of planning and portfolio oversight required for more complex financial needs.

How is my money invested?

We design investment portfolios based on your objectives, risk preferences, and time horizon. Our discretionary investment team at Bowmore Asset Management manages portfolios in-house, offering a level of oversight and flexibility that supports long-term strategy.

Can you help reduce my tax exposure?

We can help identify and implement tax-efficient strategies using tools such as ISAs, pensions, VCTs, and other suitable investment vehicles. The aim is to structure your investments in a way that considers potential tax efficiencies in line with current legislation.What kind of clients do you typically work with?

We work with professionals, business owners, families, and retirees who are generally looking to invest £250,000 or more. Many are focused on building wealth, managing risk, planning for retirement, or passing on assets efficiently.

How often will I hear from you?

Clients receive regular updates and scheduled reviews. In addition, we’re available for conversations whenever your circumstances change or when you need guidance—providing a relationship-led service that supports long-term planning.

Is my money safe?

Your investments are held with FCA-authorised custodians, and we are regulated by the Financial Conduct Authority. Bowmore Financial Planning is also a Chartered Financial Planning firm, reflecting our commitment to professionalism and ethical standards.

How do I get started?

You can arrange an initial, no-obligation conversation with a Chartered financial planner. We’ll explore your situation, understand your goals, and explain how we may be able to help with a structured plan tailored to your needs.

Regulatory Disclaimer

The value of your investments can go down as well as up, so you could get back less than you invested.

The tax treatment of certain products depends on individual circumstances and may be subject to change in the future.

Past performance is not a guide to future performance.

Bowmore Asset Management Ltd is authorised and regulated by the FCA.

Bowmore Financial Planning Ltd is authorised and regulated by the FCA.

The Financial Conduct Authority does not regulate Estate Planning or Inheritance Tax Planning.

Bowmore Financial Planning Ltd is not regulated to provide tax advice