0292 053 8418
Based in Penarth
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2023
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Owen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Owen's status
Last checked: 08 April 2025
Owen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Owen's status
9
Recent Client Reviews
Owen has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Owen has received 9 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 05 December 2024
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.
18
Qualifications Uploaded
Owen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
18 qualification certificates available to view
Owen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Owen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Owen has provided information on their typical fees
Owen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Owen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Owen's status
Last checked: 08 April 2025
Owen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Owen's status
9
Recent Client Reviews
Owen has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Owen has received 9 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 05 December 2024
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.
18
Qualifications Uploaded
Owen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
18 qualification certificates available to view
Owen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Owen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Owen has provided information on their typical fees
Owen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I joined Romilly Financial in April 2021 working closely with Chartered Financial Planner and Managing Director David Stealey. Over a 5 year period I had successfully passed all the relevant Financial services exams through the Chartered Insurance Insitute (CII) which authorise me to become an Independent Financial Adviser. In January 2025 successfully passed the final exams on Equity Release which has now awarded me to become a Chartered Financial Planner. I graduated from Cardiff University in 2015 and enjoyed a five-year career as a professional cricketer with Glamorgan CCC. My free time is mainly spent captaining St Fagans Cricket Club in the South Wales Premier League.
Offers available through VouchedFor
Contact Owen through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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).
About Owen's clients
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