David Bowman

David Bowman

Fidelius Ltd

Minimum savings/pensions: Over £250,000

0330 038 8942
Based in Bath
View location
Top Rated 2025
Verified since: December, 2023
4.8 out of 5

88 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 28 April 2025

    David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 42

    Recent Client Reviews

    Verified reviews: 100%

    David has received 42 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 03 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    David has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    David has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 28 April 2025

    David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 42

    Recent Client Reviews

    Verified reviews: 100%

    David has received 42 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 03 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    David has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    David has not yet added their fees to their profile

David has been employed in Financial Services since 1983 and was one of the original first 500 people to be awarded Chartered status when the qualification was launched. David joined Fidelius in 2016 coming from Ashcourt Rowan, where he worked for 13 years. David manages a portfolio of a little over 80 clients built up over many years, with approx. £80m invested through Fidelius. He believes the key to successful relationships with his many clients is trust. David lives in Somerset with his wife and their three cats (Magwitch & Little Dorrit & Alice) but his clients stretch from the Isle of Skye to Bournemouth and from Cornwall to the Suffolk Coast! In his spare time David likes to cycle, to spend time with his family and to be outdoors as much as possible. David's working week is Tuesday to Friday.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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