Bowmore Financial Planning has big growth goals for the next three years as it aims for its assets under advice to rise from £340m to £1bn.

The firm, which is the financial planning arm of Bowmore Wealth Group, recently acquired a medical advice firm to serve clients with specialised needs, adding £40m to start inching towards its target. More deals are being planned.

Bowmore, under the stewardship of CEO Mark Incledon, is increasingly working with clients on intergenerational planning. Bowmore’s advisers range in age from 20-something to 60-something, which places it in a great position to offer relatable advice to clients of any age.

Bowmore launched its ‘give and take’ initiative earlier this year, whereby team members are able to ‘give’ one day per year to a charitable or community cause and ‘take’ their birthday as an additional day off.

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