Our clients

We’ve always focussed on taking the worry from money, so our clients can have the time of their lives.

We work with people who have either sold a business, built wealth whilst working, or inherited family wealth, all of whom are now faced with new and complex decisions.  

Our clients are future focussed, family orientated and a pleasure to work with. As we’ve worked with our clients for over twenty years, many of them have introduced their children to BoulterBowen, as they look to build wealth.

This also involves taking the steps to ensure a smooth transition of wealth down the generations, aligned with our clients’ wishes.

The value of investments may fluctuate in price or value and you may get back less than the amount originally invested.  Past performance is not a guarantee of future performance.

What our clients say

George & Caroline

Get in touch today if you want to take the first steps towards financial peace of mind

James Bowen

Business Development Director

James (Mo’s son) joined BoulterBowen in 2016, having worked in London for 8 years. James has a passion for building fantastic relationships with new people and connecting people together .  He is our Business Development Director, working with our team and clients to ensure that we have a sustainable business future.

Out of the office, you’ll find James on the golf course or exploring the stunning local beaches with his family.

George & Caroline W

George & Caroline

Over the 18 years we have been with BoulterBowen, their clear and professional advice has meant planning our future has not been the daunting prospect we had once feared.

Even though circumstances have inevitably changed, at each stage we have felt in control and confident. It’s been a real partnership and one we hope will last a long time.

Gaynor C

Gaynor

My husband and I joined BoulterBowen 14 years ago. After my husband’s passing, BoulterBowen have helped me understand my investments, allowing me to concentrate on the things which are most important to me, namely my family and travelling. They’ve demonstrated that I’m able to maintain my lifestyle and not outlive my savings, which has also focussed my mind on passing wealth to my children.

Phil S portrait

Phil

My family have worked with BoulterBowen since 2003. As I’ve progressed my career in the tech industry, the team has helped me along the way, understanding my income position and financial goals. They’ve taken the time to appreciate my personal circumstances and objectives, advising on the most suitable financial planning to support my lifestyle now and in the future.

I can happily enjoy my life and support those dearest to me in their endeavours and have confidence that I can continue doing so with BoulterBowen’s clarity and direction.