Who we are

Who we are

boulter-bowen-team-photo

Simon and Mo Boulter met and established BoulterBowen WealthCare over 20 years ago, but our story starts before then.

Mo & Simon

Having started his career as a tax inspector, Simon qualified as a chartered accountant with Ernst & Young, moving to Devon in 1988. However, he soon realised that working in tax meant he was only able to react to what had happened in the past.

Whilst organising his mother’s affairs, on his father’s death and ensuring she had enough money to maintain her lifestyle, he realised his passion lay in helping people have a vision of their future, enabling them to have the time of their lives.

To do this, Simon decided to focus on Financial Planning, which is where our WealthCare process started!

Mo has always been fascinated by business and understanding how to make things happen.  She joined the Management Training course at Harrods to enhance this ability and soon discovered that her passion was inspiring others to be the best they can be.

When they started working together, Simon mentored Mo so that she learned all areas of Financial Planning and together they built BoulterBowen, both becoming certified, chartered and IMC accredited; also becoming one of the first companies to gain corporate chartered status.  This also enabled them to focus on what it was they did best:

Simon, looking at the big picture, identifying the key issues and taking clients from complexity to clarity, which he still does for the business and clients and Mo building relationships and inspiring people to make incredible things happen. She continues to do this for clients and the team.

In 2014 we introduced our Career Development Programme, enabling each individual to learn all aspects of the business. We now have a thriving team of 11, who are working towards specialising in their chosen field, ensuring we have a sustainable team for the future.

Our team.

James Bowen

Business Development Director

Mark Dapling

Chartered Financial Planner

Aidan Brown

Operations Manager

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.

Mark Dapling

Chartered Financial Planner

Mark joined BoulterBowen in 2003. He was employed by Mo & Simon in his interview, after discovering that he lived in New Zealand (Mo is from NZ!) and trialled for Gloucester Rugby (Simon’s passion is Rugby!)

Mark is now one of the highest qualified financial planners in the country. However, what sets him apart is his true ability is to empathise with people, gain a deep understanding of them and use his and other’s experiences to give them total peace of mind.  Mark’s aim in life is to be the best father he can be and I’m sure Nye and Elsie would agree he is! Mark is currently coaching the Under 13s at Sidmouth RFC and has been involved with The Wave Project.

Aidan Brown

Operations Manager

Aidan joined the team in 2018, having worked his way up to manager at the Co-op and overseeing a team of 20.

Having spent 3 years on our Career Development Programme, Aidan is now Operations Manager, enabling him to utilise his great communication skills as well as excellent analytical and organisational ability.  This ensures there are no black holes in our systems and processes and everything flows smoothly.

In his spare time, you’ll find Aidan running out for Chudleigh FC every Saturday or on the golf course with James!