Bowman Financial Planning Limited

Independent Financial Adviser  The Old Brewery, Oxfordshire, OX18 4SG
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FCA authorised
Last authorised 26th October 2020
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Long term care
Meet our advisers
Anthony Waite
Roger Hillier
Paul Catling
Director
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
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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