Bowmore Financial Planning

About Bowmore Financial Planning

At Bowmore Financial Planning, we believe that true wealth is about more than just your money: it is about being able to experience all that life has to offer.

Our holistic financial planning service starts by understanding what a life well-lived means to you. It’s only when we have identified your specific goals and ambitions that we can create a strategy that will deliver in the ways that count to you.

Our clients benefit from bespoke planning solutions. We spend the time getting to know you, what’s important to you in life, what level of risk you are comfortable with and what success looks like to you.

We then marry this understanding of your needs with our in-house expertise and specialist knowledge to provide you with a unique proposition, tailored entirely to your goals and requirements.

The specific ways we help are likely to change across the course of your financial life journey

The services we offer at each stage of your financial life journey may include:

Family protection
Wealth management and preservation
Remuneration planning
Retirement planning
Personal risk assessment
Trust work (family and charitable)**

Mark Incledon

Chief Executive Officer

Mark trained as an accountant before spending eight-and-a-half years in the IT industry. Deciding to move into financial services, Mark started as a self-employed independent adviser in 1988 and found himself owning 50% of the business in 1989. He became the majority shareholder by completing a management buyout in 2014 and assumed the role of CEO.

In 2015, Mark launched our fund management business, Bowmore Asset Management. His role now centres on driving the strategic direction of the Bowmore Wealth Group, while still finding time to advise his clients on a wide range of issues, predominantly how to reduce their Inheritance Tax liability.