At Bowmore Financial Planning we provide comprehensive financial advice to help you answer money-related
questions and make well-informed decisions for your family’s future.
Our goal is to assist you in setting your financial goals and executing strategies to achieve them, so you and your
family can enjoy a financially independent life.
How we
can help you
At Bowmore Financial Planning, we are passionate about helping you to
achieve your financial goals and live your best life. We offer a comprehensive
and personalised financial planning service that covers all aspects of your
financial situation and needs.
We start by getting to know you, your current financial situation, your goals
and your values. We then analyse your financial position and identify any gaps
or opportunities. We then develop a tailored financial plan that outlines the steps
you need to take to achieve your goals. We then help you to implement the plan
and provide ongoing support and guidance along the way. We are transparent
and ethical, which means we disclose all our fees and charges upfront and adhere
to the highest professional standards.
We are qualified and experienced, which means we have the knowledge and skills
to provide you with the best possible advice and service.
If you are interested in finding out more about how we can help you,
please contact us today for an initial consultation at no cost to you.
We look forward to hearing from you and working with you.
Chiara Conway CFP®
I set up Bowmore Financial Planning in early 2023 to bring a new standard in financial planning to business owners,
professionals and other individuals.
My primary focus is to assist clients with identifying their lifestyle and financial objectives, and then developing a bespoke financial plan to enable them to achieve their goals.
This financial plan is the guiding document throughout a client’s financial journey.
I help the client identify and implement the best financial solutions to achieve their objectives, including investments, pensions and family protection.
Throughout this process, maximising tax efficiency is a strong focus at all times. I build strong, long-lasting relationship with my clients that last for many years as we collaboratively work towards the achievement of the client’s financial objectives.