Bowmore Wealth Group Ltd
We place an equal emphasis on quality financial planning and asset management, with each progressively informing the other. In practise this means truly understanding your goals through thoughtful listening and then putting the appropriate plan in place with best of breed asset management to realise them. Our clients come from all walks of life and we pride ourselves on having the technical knowledge and expertise to provide peace of mind. Whatever your circumstance, our aim is to give you the contentment that only proper planning and management will deliver. We truly believe in our processes and practise what we preach – we invest our own money in the same way as we invest yours so our interests are closely aligned.
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Verified contacts
30
available on Kipplo
LinkedIn employees
38
11 to 50 range
Open roles
—
no listings
Distinct roles
18
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
30 contacts with verified email or phone · masked until revealed.
- CU
Clare Underwood
Office Manager · Operations
EmailPhone - DM
Debbie Mahanta
Private Client Director · Sales & Business Development
EmailPhone - JW
Jonathan Webster-Smith
Executive Director · General Business & Management
EmailPhone - HW
Hayley Wood
Operations & Compliance Manager · Operations
EmailPhone - JE
Jill Ellicott
Chartered Financial Planner · Finance & Accounting
EmailPhone - HB
Helen Best
Senior Paraplanner · Finance & Accounting
EmailPhone - LO
Louise Oliver
Customer Service Administrator · Customer/Client Service
EmailPhone
Showing 7 of 30 verified contacts
Top roles at Bowmore Wealth Group Ltd
18 distinct titles indexed · top 10 shown.
- 4chartered financial planner
- 3financial planner
- 2financial adviser
- 1admin team leader
- 1client director
- 1client services administrator
- 1corporate benefits administrator
- 1corporate benefits development executive
- 1customer service administrator
- 1executive assistant
- +8more titles
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