Thank you for visiting Bowman Financial Planning’s website. The firm was acquired on 14th June 2021 by Perspective Financial Group Ltd (Perspective), a leading national firm of financial planners and wealth managers with a network of 18 local offices across the UK, including one nearby in Woodstock.
Whilst the name Bowman Financial Planning (Bowman) will no longer exist, we very much look forward to welcoming Bowman’s clients and professional connections. With our client-centric approach, 200 staff and the strength of a larger organisation, we are confident you will benefit from our services. We look forward to meeting you all in the near future.
We are delighted that two members of staff from Bowman will be joining our team – Sylvia Minns and Abigail Catling. Paul Catling, Roger Hillier and Anthony Waite are all retiring, although they will remain as Consultants for a short period to help with the transfer process.
The office in Burford will close and the team at Perspective’s long-established office in Woodstock, known as Perspective (Oxon) Ltd, will now service Bowman’s clients. Click here to find out more, including who’s who and their contact details. Please note that Bowman’s existing email addresses will continue to operate and messages will be forwarded, but new email addresses for all staff can be found here.
Please don’t hesitate to contact me or your usual contact if you would like to discuss anything or know more about Perspective.
Mike Bambrook DipPFS
Managing Director, Perspective (Oxon) Ltd
Tel: 01993 813500