Bowmore Financial Planning Limited

Reference number: 115180

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • Verified website

    bowmorefp.com

  • Verified phone number

    01275 462469

  • Verified address

    Bowmore Financial Planning, 5-6 Farleigh House, Old Weston Road, Flax Bourton, Bristol, North Somerset, BS48 1UR, United Kingdom

Also trades as
  • Bowmore Corporate Benefits

Company details

From the company's Companies House record.

Company number
01633500
Company status
Active
Company type
Private limited company
Incorporated
6 May 1982 (44 years old)
Registered office
Suite 5 Farleigh House Farleigh, Court Old Weston Road, Flax Bourton, Bristol, BS48 1UR
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Gillian Pamela Millen Director Oct 1965 21 Sep 2015
Alison Maria O'Neill Director Oct 1971 1 Feb 2018
Roger Ian Ganpatsingh Director Jan 1974 30 Jan 2025
Jonathan Mark Brewis Daniels Director Apr 1963 30 Jan 2025
Mark Wayne Incledon Director Sep 1956 Not published
Mark Wayne Incledon Secretary Not published Not published

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.

    Check your FSCS cover →

  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
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  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds 4 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Citimark Financial Services Limited
  • David Trodd Financial Services Limited
  • D.B. Trodd Financial Services Limited
  • The Citimark Partnership Limited

Names it no longer trades under

This firm has retired one trading name. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired name
  • Chawker &Co

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Common questions

Frequently asked questions

Is Bowmore Financial Planning Limited FCA authorised?
Yes, Bowmore Financial Planning Limited (FRN 115180) is authorised by the FCA to carry out regulated activities.
Is my money safe with Bowmore Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Bowmore Financial Planning to the Financial Ombudsman Service, free of charge.
Is Bowmore Financial Planning a scam or clone?
Bowmore Financial Planning is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Bowmore Financial Planning's Firm Reference Number (FRN)?
Bowmore Financial Planning's FRN is 115180. You can verify it on the FCA register.