E&V London A4 - Flipbook - Page 66
E n g E l & Vö l k E r s | lO n D O n
Wealth management with Bowmore Wealth Group
Bowmore Wealth group is an independently-owned wealth management business.
We provide both chartered financial planning and bespoke discretionary investment management
Bowmore Wealth Group
At Bowmore we understand how exciting it is to be based in the Uk and experience all that the Uk and london have to offer.
We also understand how important it is to be guided through the Uk’s unique and multilayered financial environment.
successfully navigating the complexities and idiosyncratic nature of the Uk financial system is not an easy task for anyone.
however, it does not need to be a daunting or time-consuming process. Our 40 years of expertise puts us in the perfect
position to implement your personal financial infrastructure to support you and your family’s financial needs and objectives.
Whether your needs are investment-related, such as:
• a simple review of your investments.
• finding a solution for patriated funds.
• constructing a portfolio to provide a passive income target.
• Establishing the right approach to continue to build your wealth and support your Uk lifestyle.
Or more planning-related, for example:
• Understanding the most efficient way to arrange your affairs from a tax perspective.
• Understanding the Uk pension system.
• Planning for Uk school fees.
• strategies to mitigate Uk Inheritance Tax.
We will be able to assist you at every turn
We’re proud to be one of fewer than 1,000 firms in the Uk with Chartered status. Being a Chartered firm means you can be
confident that you are dealing with one of the Uk’s leading firms and that we are wholly committed to providing you with the
best possible advice, service and support.
Get in touch
Charles Incledon is a Director at Bowmore based out of london. Charles is
a Chartered Wealth Manager and a Chartered fellow of the Chartered
Institute for securities and Investment (CIsI). A brief chat with Charles will
give you the opportunity to identify and understand the opportunities to
improve and enhance your financial situation.
Mobile: +44 (0) 7887 898 118 | Email: charles@bowmoream.com
Bowmore Asset Management ltd and Bowmore financial Planning ltd are authorised and
regulated by the financial Conduct Authority.
Bowmore provide advisory services to individuals based in the Uk only.
Bowmore provide investment services to individuals both in the Uk and outside of the Uk.
66
