Bowmore Financial Planning — Chartered Financial Advisers
Family gathered in a warm modern kitchen
Chartered Financial Planners

Helping you plan
your future with
confidence

Expert advice for every stage of your financial life.

Chartered
Regulated
Family-Owned

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.

We work with individuals, families and business owners who want direction, confidence and a financial plan that reflects what truly matters to them. Our advisers specialise in retirement planning, wealth protection, estate planning and cashflow modelling, providing joined-up advice as your circumstances and goals evolve.

People choose Bowmore because we take the time to understand their ambitions and build strategies that are personal and focused on long-term outcomes. Our role is to help you plan with confidence and turn your aspirations into reality.

Our Clients Say

Based on our most recent client satisfaction survey

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".

What Our Clients Say

"
Bowmore have gone above and beyond our expectations.
Piers B

Book your free discovery meeting

Our first consultation is completely free and without obligation. We'll listen to your goals and explain exactly how we can help.

  • No cost, no obligation
  • Chartered Financial Planners
  • Impartial advice — no product bias

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Also from Bowmore Wealth Group

Looking for investment management?

Our sister firm, Bowmore Asset Management, provides award-winning discretionary portfolio management for private clients, trustees and charities.

Bowmore Asset Management

Frequently asked questions