Bowman Financial Planning Limited

Independent Financial Adviser The Old Brewery, Priory Lane, Burford, Oxfordshire, OX18 4SG
FCA verified
16th September 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Flexible mortgages
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
Paul Catling
Roger Hillier
Anthony Waite
Where to find us

The Old Brewery, Priory Lane, Burford, Oxfordshire, OX18 4SG

About us

Bowman Financial Planning Ltd was established in 1993 and has been based in Burford, Oxfordshire since 1995. We provide fee-based independent financial and tax advice mainly to individuals and small businesses through out the Midlands and the South of England. In addition to specific advice on Pensions, Investments, and Life Assurance, we provide investment and pension portfolio advice and management including the use of NISA, Investment Bond and SIPP Wrapper and Trusts where appropriate. We also provide a comprehensive Estate Planning/IHT mitigation service.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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