Bowmore Financial Planning Limited

• Principal Place of Business

  Bowmore Financial Planning

  5-6 Farleigh House

  Old Weston Road

  Flax Bourton

  Bristol

  North Somerset

  BS48 1UR

  UNITED KINGDOM

  Phone

  +4401275462469

  Web

  https://www.bowmorefp.com

• Complaints Contact

  Bowmore Financial Planning

  5-6 Farleigh House

  Old Weston Road

  Flax Bourton

  Bristol

  North Somerset

  BS48 1UR

  UNITED KINGDOM

  Phone

  +441275462469

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Debt Advice

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  • · This permission is limited to debt counselling which is provided in connection with investment advice
  • · This permission is limited to debt counselling with no debt management activity

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Adam David Canavan

  IRN ADC01205

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 9A. Advising on P2P agreements
  • [FCA CF] Functions requiring qualifications (since 1 Jun 2021)
  • [FCA CF] Client dealing (since 1 Jun 2021)
• Alison Maria O'Neill

  IRN AMO01072

  • SMF3 Executive Director (since 9 Dec 2019)
  • CF1 Director (13 Apr 2018 to 8 Dec 2019)
• Caroline Elizabeth Leech

  IRN CXL01169

  • CF30 Customer (19 Oct 2010 to 29 Jun 2016)
• Charles Thomas Incledon

  IRN CTI01004

  • CF30 Customer (28 Oct 2019 to 8 Dec 2019)
• Charlotte Elizabeth McDonnell

  IRN CEC01107

  • 9A. Advising on P2P agreements
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 4 Aug 2025)
  • [FCA CF] Functions requiring qualifications (since 4 Aug 2025)
• Christian James Kurt Yates

  IRN CJY01007

  • SMF9 Chair of the Governing Body (9 Dec 2019 to 30 Sep 2020)
  • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 30 Sep 2020)
  • CF2 Non Executive Director (9 Apr 2015 to 8 Dec 2019)
• Claire Rosemary Musson

  IRN CRM01105

  • CF30 Customer (12 Jan 2010 to 19 Jan 2017)
• Claire White

  IRN CXW01566

  • CF30 Customer (7 May 2009 to 1 Nov 2009)
• Daniel Ryan Gornall

  IRN DRG01136

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 21 Jan 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 21 Jan 2021)
  • CF30 Customer (30 Aug 2017 to 8 Dec 2019)
• Duncan Liam Harvey

  IRN DXH00580

  • [FCA CF] Functions requiring qualifications (1 Jul 2022 to 1 Dec 2022)
  • [FCA CF] Client dealing (1 Jul 2022 to 1 Dec 2022)

No changes recorded yet.