Dan Riley - Financial Adviser with Bowcliffe Wealth Management

05/01/2026

First day back after the Christmas break is always a tough one, so it was great to come back to this in my inbox! Thank you to my brilliant clients for helping me achieve this - I am so happy you find my services so valuable

06/10/2025

Nice email to receive from VouchedFor last week, always good to be reminded that you are excellent 😄

But it's all down to the reviews left by happy clients, so I am very grateful for that

13/08/2025

In good company here

Throughout July, we celebrated the incredible professional talent right here in Ilkley. In collaboration with Your Ilkley Radio, we launched a new podcast series called 'Ask the Expert', which showcased the insights and advice of 14 local professional services businesses. These pre-recorded podcasts were broadcast on the radio and are now available to listen to and download from the Your Ilkley Radio website.

👉https://ilkleybid.co.uk/professional-services-month-ask-the-expert-podcast-series/

Ilkley Business Forum Discover Ilkley
Ison Harrison Solicitors Hartleys Auctioneers & Valuers Tennant and Darragh jewellery workshop Fowler and Powell Heritage Coopers of Ilkley Restoration Ltd
Full Circle Funerals Right at Home Ilkley, Keighley & Skipton Lumiere Photographic - Wedding, Baby, Family & Pet Photographer The Valley Clinic Physiotherapy TaxAssist Accountants CFP Group Ilkley Dental Centre Dan Riley - Financial Adviser with Bowcliffe Wealth Management

31/07/2025

No one likes hearing their own voice on recordings, but at least I like the content!

Have a listen to us discuss what financial advice is, and what it isn’t

In our next Podcast Spotlight as part of our 'Ask the Expert' series on Your Ilkley Radio, Nick Hancock chats to Dan Riley - Financial Adviser with Bowcliffe Wealth Management about financial advice - what it is and what is isn’t - typical clients (of which there isn’t one!) and how their advice is entirely bespoke to the individual.

You can listen here:
https://www.yourilkley.com/radio/podcasts/ask-the-experts-with-ilkley-bid/episode/dan-riley-bowcliffe-wealth-management/

24/06/2025

Sensible, balanced, and jargon-free content from VouchedFor here, at a time when many investors are feeling uncomfortable.

02/06/2025

Following on from Discover Ilkley's post last week about Mental Health Awareness Month, and the importance of financial health in our overall wellbeing, here are the findings of SJP's latest Financial Health Report

UK households are on average 12% better off than last year, yet according to SJP’s latest Financial Health Report1 six in 10 of us don’t feel financially secure. Our results highlight the real-term financial uplift that financial planning can deliver.

04/03/2025

Generation X is starting to retire, which may accelerate a shift in retirement patterns meaning advisers need to adapt for greater flexibility in our retirement models.

Interesting article from BNY here for advisers

The wealthier and better-prepared end of Generation X is starting to retire. This cohort may accelerate a shift in retirement patterns driven by government action, changing attitudes, economic necessity and evolving patterns of wealth. As a result, advisers are adapting, bringing greater flexibility...

25/02/2025

Top rated again for 2025! Huge thank you to my lovely clients whose fantastic feedback has helped me qualify with 5 stars for the seond year running!

19/11/2024

Are you a marketing specialist? Would you be interested in working with Sarah Siddons of Bowcliffe Wealth Management in our team? If yes, please contact Sarah directly at [email protected].

𝐉𝐨𝐛 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲 | 𝐌𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠 𝐒𝐩𝐞𝐜𝐢𝐚𝐥𝐢𝐬𝐭

I am looking for a proactive freelance/self-employed Marketing Specialist to join our financial planning team in Ilkley at Bowcliffe Wealth Management Ltd.

This is a flexible role of 1-2 days a week which can be done remotely or from our offices at 50-52 Skipton Road, Ilkley, LS29 9EP or a combination of both.

Bowcliffe Wealth Management Ltd is a Senior Partner Practice of St. James’s Place Wealth Management (SJP), one of the largest advice-led wealth management firms in the UK.

We provide goals-based financial planning to our clients.

As Marketing Specialist, you will initiate and manage the practice’s marketing activities, liaising with Sarah and SJP Head Office.

You must have a strong, proven background in Marketing & PR with an understanding of current online marketing concepts, strategy and best practice. This includes SEO, content creation, social media and a good knowledge of local/regional media.

A very strong attention to detail and organisational abilities is a prerequisite and you must have a self-starter positive attitude. A marketing agency background is desirable.

If you are interested, please email me at: [email protected] for a full Job Description.