Helping clients plan their financial journeys to achieve their life goals.

At Bowbrook Financial Planners we help you achieve your life goals with a planned financial journey.
We look at pensions, different types of investments and protection to develop the robust long-term plan you need to reach your goal in your personal and business finances.

If you’re a business owner, we are by your side from the start with set-up and protection advice. We help with tax-efficient profit extraction and planning as your business grows, and we’re ready for your planned and efficient exit into retirement.

We’ll always use clear language to discuss the flexible, tax efficient ways you can maximise returns and protect your finances, so you know your future is cared for and under control.

Bowbrook Financial Planners Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products