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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.

Start the conversation

Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
Contact me today

If it’s time for financial advice, I can help you

Graphic of elderly couple passing wealth to their relatives

Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.

Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.

I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.

I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.

Together, we can put your money to work in a way that helps you feel confident about the future.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited. April 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.