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Eoin Bowie

Financial Planning Consultant in Horbury

A little bit about Eoin

I am a Financial Planning Consultant with Quilter Financial Advisers, supporting individuals and families in building clear, structured financial plans. My focus is on helping clients organise their finances, plan for retirement, and make effective use of investments and tax-efficient savings. I believe financial planning should be straightforward, practical and aligned with each client’s personal goals and long-term ambitions.

Find out more about me below.

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Let’s work together to see how professional financial advice could benefit you.
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Graphic of people in a meeting discussing the value of advice

Financial advice is about more than managing money

When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.

More support than many people realise

More support than many people realise

New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.

As an adviser, I may be able to help with:

  • retirement planning
  • tax planning opportunities
  • pension consolidation
  • estate and legacy planning
  • financial planning through major life events
  • managing investments through changing market conditions.

Building confidence in your financial future

Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.

If we work together, I can help you:

  • gain clarity over your options
  • understand opportunities available to you
  • stay focused on long-term goals
  • build a clear financial plan
  • make informed decisions with confidence.

If this sounds good to you, please get in touch.

 

Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.

Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Diploma in Investment Advice

  • The Diploma in Investment Advice provides a sound grounding in UK financial services and consumer relationships, including exchange traded futures and options and financial protection.

Eoin's location

Horbury
Wakefield
United Kingdom

Eoin is located in Horbury and offers expert financial advice to suit your needs.

I am a Financial Planning Consultant with Quilter Financial Advisers, supporting individuals and families in building long-term financial security through structured financial planning.

My role is to help clients organise their finances, understand their options and make informed decisions about their future. This typically includes areas such as retirement planning, investments, protection and tax-efficient savings strategies.

I believe financial planning should be clear, practical and aligned with each client’s personal goals. My approach focuses on building long-term relationships and providing ongoing guidance as circumstances change over time.

Alongside my career in financial planning I have a background in competitive sport, playing rugby league at a semi-professional level. This has helped shape my approach to discipline, teamwork, and long-term thinking, which I apply when helping clients plan for their financial future.

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.

3. On going check-ins, on your terms

I'll be there as your financial adviser to give you the support you need.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 07 August 2026.