What We Do
Your circumstances determine where we begin. That may mean financial planning, investment management, corporate benefits or a combination of all three.
You do not need to know which Bowmore service is right for you before getting in touch. Start by telling us what you want to achieve and we will help you identify the right starting point and connect other areas of expertise where they can add value.
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Whatever you want to achieve, Bowmore brings together the expertise that can help you move towards it.
Plan for the life you want and the people who matter to you.
Give your portfolio a clear role in supporting your wider objectives.
All investments involve risk and the value of investments can fall as well as rise.
Explore Asset ManagementCreate benefits that support your people and strengthen your organisation.
Bowmore Financial Planning
Before making any recommendations, we take the time to understand your circumstances, ambitions and the moments that matter to you. We then bring the different elements of your financial life into one clear strategy, shaped around what you want to achieve today and in the future.
Featured capability
Cash flow modelling provides a clear picture of your finances today and how your future could unfold, built around your individual goals, life plans and the moments that matter.
See how cash flow modelling works
Bowmore Asset Management
Your portfolio begins with a clear understanding of what you want your investments to achieve. We consider your objectives, time horizon, income requirements, values and the level of risk you are prepared to accept, alongside the role your portfolio needs to play within your wider financial life. These factors shape how your investments are built and managed.
Bowmore invests across three major asset classes: equities, fixed interest and alternatives. The balance between them is shaped by your agreed risk profile and provides the foundation for how your portfolio is constructed.
Our four investment mandates provide different ways to reflect your objectives, preferences, income needs and attitude to risk. Depending on what you want your investments to achieve, your portfolio may follow our Core, Passive, ESG or Income approach.
If you take advantage of our financial planning, your investment strategy will be aligned with your wider financial plan and overall objectives, helping investment decisions support your bigger picture.
The value of your investments can go down as well as up, so you could get back less than you invested.
Discover our investment approachBowmore Corporate Benefits
We help you create and manage a benefits proposition shaped around your organisation's objectives, culture and workforce. By understanding your recruitment and retention priorities, budget and existing arrangements, we can identify where your benefits could deliver greater value for your company and its people.
From building long-term financial security to providing support when it is needed most, we bring together benefits that protect your people's health, wellbeing and financial future.
Different clients need different combinations of expertise. What remains consistent is how we understand their needs, connect the decisions involved and help them move forward.
We form our own views rather than following a pre-determined approach.
We start with what you want to achieve, not with a product to sell.
Direct access to the people who understand your circumstances.
Financial planning, investment management and corporate benefits working together.
"As business owners, tax efficiency and protecting our legacy for our two daughters were key priorities. The advice on both fronts has been clear and valuable. Our investments managed by Bowmore have also done well, which has strengthened our overall position. The fact Bowmore is also a family run business was a plus point as they can relate to our business more so than others. Glad we made the move."
"What really sets Bowmore apart is their openness, honesty, and transparency, qualities that are all too rare and incredibly refreshing. The team is highly professional, clearly knowledgeable in their field, and that gave us great confidence from the outset. Our previous wealth management providers didn't offer any meaningful strategies to help us grow or diversify. In contrast, Bowmore have been a real breath of fresh air. They've given us clarity, direction, and genuine confidence in our financial future."
Whether your priorities relate to your family, investments, business or organisation, we will take the time to understand them and discuss how Bowmore can support you.
Start a conversationBowmore Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority (115180). Bowmore Asset Management Ltd is authorised and regulated by the Financial Conduct Authority (626431). The value of your investments can go down as well as up, so you could get back less than you invested.
