Advisory professionals

Every ambitious businessperson knows the key to lasting success is keeping clients happy, so it can be frustrating if you find they have needs you are unable to meet. Partnering with us could be just the thing you need to deliver even better service with little extra effort on your part.

You might be an accountant or solicitor requiring an investment solution for your client’s funds. Or you may be an independent financial adviser who wants to minimise your exposure to regulatory risk. Whatever kind of support you are seeking, you will find it among our experienced team.

How we help our partners

However large or small your current operation, there are huge advantages to entering a partnership with a trusted third party. If financial planning is the missing piece of your current client offering, we may be the perfect fit to help you deliver even greater results.

With our expert guidance, you could support your clients in preparing for retirement, protecting or investing their wealth or arranging their estate according to their desires. If they have a business of their own, you could enlist the help of our team in organising their employee benefits correctly or ensuring the right succession plans are in place.

Our financial planning know-how derives from over 35 years’ experience in the industry, so you can feel confident that both you and your clients are in safe hands. And by drawing on expertise from across the wider Bowmore Wealth Group, you will get advice that helps you reach all your goals while keeping you firmly in control.

Collaborative, always

Your clients value what you do and how you work and so do we. As your partner, we will devote real time and energy to understanding your approach so that we can provide support in a way that seamlessly aligns with it. Share with us what you want to achieve for your clients – or your business – and we will work together on a solution.

Completely bespoke

When we become your partner, our main aim is to understand what we can do differently to support you. The assistance we provide will always be entirely tailored to the needs of you and your clients.

Investment expertise

With us, you gain access to an investment proposition with your desired outcomes at its heart and a dedicated team of asset management specialists. Unlike an outsourced fund manager, our experts have a truly hands-on approach, with a focus on research, diversification and sustainability.

Growth support

Helping you strengthen your offering to clients is only the first step in our journey with you. With our support, you can achieve your client’s long-term objectives, build a more efficient business and find a better work-life balance in the process.

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