Piers B

Piers B

Client since 2021

Bowmore have gone above and beyond our expectations.

My name is Piers, and I have worked with Bowmore for almost exactly a year now.

I was looking for two things from day one: financial advice and tax advice. I also wanted someone to make my investments work in a way that was best for my wife and family, and that we were actually listened to. I've worked with a number of investors before that have not fulfilled what we have actually asked for. Bowmore were recommended to me by my cousin, who has worked in the city for a long time. I have discussed various financial matters with him over the years, and he uses Bowmore himself.

The process Bowmore have put us through has been very interesting, and quite arduous in many ways. But I think that was necessary. There was a lot of investigation into our current situation, what we were looking for and what our aspirations were going forward. By doing that in-depth analysis initially, they’ve managed to tick the boxes that we wanted and have actually performed better than we expected them to.

The best thing about working with Bowmore is the personal attention. You can always get hold of someone who will understand your situation. The investments have also done very well so far.

The best thing about working with Bowmore is the personal attention.

The main differences between Bowmore and previous financial advisors and investors we've used is that they listened to what we were after. Compared to the more generic approach that previous advisors have taken, where we felt like a number, Bowmore have made us feel like an individual investor.

Three words I’d use to describe Bowmore would be personal, efficient and productive. They have performed better than I expected them to, and I would happily recommend them – indeed, I have already.

Whoever you are, and whatever your investment goals and aims, Bowmore will listen, and do their best to fulfil those requirements and needs. We're only a year in, so we haven't had an enormous amount of time to judge, but so far, they have been great listeners and have performed beyond our expectations.

Three words I’d use to describe Bowmore would be personal, efficient and productive. They have performed better than I expected them to, and I would happily recommend them – indeed, I have already.

Whoever you are, and whatever your investment goals and aims, Bowmore will listen, and do their best to fulfil those requirements and needs. We're only a year in, so we haven't had an enormous amount of time to judge, but so far, they have been great listeners and have performed beyond our expectations.

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