Bowman Financial Planning Limited

Independent Financial Adviser The Old Brewery, Priory Lane, Burford, Oxfordshire, OX18 4SG
FCA verified
13th August 2018
We can advise you on
    • Buy to let
    • First time buyers
    • Flexible
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Paul Catling
Director
adviser-person
Roger Hillier
adviser-person
Anthony Waite
Where to find us
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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000

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