About Bowmore
Strong roots. Connected thinking.
Independently-owned, Bowmore connects financial planning, asset management and corporate benefits around the increasingly complex financial lives of our clients.
Supporting individuals, families, business owners, trustees, charities and employers.
Our story
Our story began in 1989, when The Citimark Partnership was established. Its later evolution into Bowmore Financial Planning carried forward a heritage of personal service, thoughtful advice and long-term client relationships.
As clients' financial lives evolved, so did the expertise they needed. Bowmore Asset Management was founded in 2014 to bring the same considered approach to discretionary investment management.
In 2020, the two businesses formed Bowmore Wealth Group, connecting specialist financial planning and investment management around each client's ambitions and wider financial life.
Today, Bowmore Wealth Group encompasses Financial Planning, Asset Management and Corporate Benefits, united by a shared commitment to understanding clients, thinking independently and creating meaningful long-term value.
The Group continues to grow selectively, while preserving the independence, personal accountability and enduring relationships that have defined the business from the beginning.
Our journey
1989
The Citimark Partnership founded in Bristol
2010
Awarded Chartered Financial Planners status
2014
Bowmore Asset Management founded
2019
Trigon Financial Services acquired
2020
Bowmore Wealth Group created
2021
Richard Wells Financial Services acquired
2024
Independent Financial Strategies acquired
2026
DWA Protector and Rogate Capital acquired
1989
The Citimark Partnership founded in Bristol
2010
Awarded Chartered Financial Planners status
2014
Bowmore Asset Management founded
2019
Trigon Financial Services acquired
2020
Bowmore Wealth Group created
2021
Richard Wells Financial Services acquired
2024
Independent Financial Strategies acquired
2026
DWA Protector and Rogate Capital acquired
Bowmore today
Bowmore combines established heritage, scale and specialist expertise with the personal relationships on which the business was built.
40+ years
of financial planning heritage
Experience built across changing markets and evolving financial needs.
1,000+ clients
supported across the group
Individuals, families, entrepreneurs and businesses trust Bowmore with the decisions that matter.
3 generations
of families served
Helping clients plan for, build, protect and pass on wealth through every stage of life.
One Group. Three specialist areas.
Financial Planning, Asset Management and Corporate Benefits, united by independent thinking and shaped around the people and ambitions they support.
Bowmore Financial Planning
Helps individuals, families and business owners turn their ambitions into a connected financial plan. Our advisers bring together retirement planning, wealth protection, estate planning and cashflow modelling, adapting advice as life and priorities evolve.
Financial Conduct Authority reference 115180
Bowmore Asset Management
Builds and manages portfolios for private clients, trustees, charities and businesses. Our approach combines rigorous research, disciplined risk management and active oversight, with a focus on long-term outcomes rather than short-term market noise.
Financial Conduct Authority reference 626431
Bowmore Corporate Benefits
Helps businesses create meaningful benefits that support employees' health, financial wellbeing and long-term security. We design and manage schemes around each organisation's people, culture and goals, helping employers attract, support and retain great talent.
Bowmore Corporate Benefits is a trading style of Bowmore Financial Planning Limited.
The value of your investments can go down as well as up, so you could get back less than you invested.
Some things shouldn't change
Bowmore is privately owned. That ownership helps shape the kind of business we're building: one with a long-term perspective, a strong sense of personal responsibility and a clear commitment to lasting client relationships.
As Bowmore grows, we want to preserve what matters: the culture we've built, the standards we set and the personal approach our clients value. It's about building a business that can evolve without losing sight of what made it distinctive in the first place.
Our philosophy
Every decision connected
As financial lives become more complex, individual decisions should not be considered in isolation. Investments, pensions, tax, business, family and future generations increasingly affect one another.
We bring those connections into view, applying one clear way of thinking across every part of a client's financial life. The result is one connected strategy, with each decision informed by the wider picture and the future it needs to support.
Our values
Our values shape the way we think, the advice we give and the relationships we build with our clients.
Invest in our clients before they invest in us
We invest the time to understand what matters to each client: their circumstances, ambitions, responsibilities and concerns. We get to know the person behind the finances before making any recommendation.
Think independently
As an independently-owned business, we are free to form our own views and act in each client's best interests. We answer to our clients, not external shareholders.
Focus on meaningful outcomes
We start with what each client wants to achieve, not with a product. Our solution-led approach connects every decision to their wider plan, turning advice into meaningful action and long-term value.
Make experience practical
We bring together deep specialist expertise and real-world experience to help our clients navigate complex choices with advice that is practical, personal and relevant to the decisions they face.
Hold ourselves to high standards
We take a meticulous approach to every client relationship, bringing care, thoroughness and attention to detail while always looking for ways to exceed expectations. Our Chartered status and independent recognition reflect the standards we set for ourselves.
We always felt listened to and supported. They took the time to understand our individual circumstances, goals, and concerns, tailoring their service to our needs rather than offering a one-size-fits-all solution. Thanks to their knowledge, professionalism, and genuine care, we now feel far more confident about our financial future.
Recognised for the standards we set
Independent recognition does not define Bowmore, but it reflects the expertise, care and professional standards we bring to our clients every day.
Expertise without the layers
Bowmore brings together specialist financial planners, investment managers and corporate benefits advisers, with a leadership team personally accountable for the direction and standards of the group.
We don't believe in putting unnecessary layers between our clients and the expertise supporting them. We build close relationships, bring the right specialists into the conversation when they're needed and make sure you know who is supporting you and your financial strategy.
Your decisions grow something real
Every month, your relationship with Bowmore helps fund the planting of real trees. Five are planted for every member of our team, and if you choose to invest sustainably with us, two additional trees are planted through our partnership with Ecologi.
It's a small thing. But it means your decision to work with us, and the choices you make with your wealth, are already making a difference before you've asked us to.
Learn moreBuilt for the long term
Our history has shaped the way we work: independently, personally, and with every decision connected to the future you are building.
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