About Us

A trusted partner can help you provide a wider range of options for your clients, strengthening their relationship with you in the process. Choose us, and your needs and those of your clients will always come first.

As our partner, you will work with professionals who are proud to have received awards and recognition for their expertise. With sustainability at the core of our approach, you are also assured that we share your values around giving back to our clients, colleagues and the wider world.

Bringing a third party on board can be cause for concern, but with us, it need not be that way. You can rely on our advice, based on decades of experience in asset management and financial planning, to deliver the right results. Whatever you want to achieve, your partnership with us will be built to last.

Firm history

The Bowmore Wealth Group started life as The Citimark Partnership Ltd in 1985. CEO Mark Incledon launched the business, later renamed Bowmore Financial Planning, to provide high-quality, independent financial planning and investment services that delivered true financial independence and security for both private and corporate clients.

Bowmore Asset Management, our discretionary fund management arm, was founded in 2014, and in 2020 both sides of the business joined forces to establish one strong, unified brand. Although our offering and team have grown considerably since the 1980s, the family-business ethos and our bespoke approach to achieving our clients’ aims remain firmly rooted at the base of our ongoing success.

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