0182 376 0866
Based in Taunton
View locationChecks 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: 25 April 2025
Owen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Owen's status
Recent Client Reviews
Owen has not received any client reviews in the past 12 months
Owen has not received any reviews in the last 12 months
Owen has not received any client reviews in the past 12 months
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: 07 May 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.
6
Qualifications Uploaded
Owen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 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 not yet added their fees to their profile
Fees not yet added
Owen has not yet added their fees to their profile
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: 25 April 2025
Owen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Owen's status
Recent Client Reviews
Owen has not received any client reviews in the past 12 months
Owen has not received any reviews in the last 12 months
Owen has not received any client reviews in the past 12 months
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: 07 May 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.
6
Qualifications Uploaded
Owen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 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 not yet added their fees to their profile
Fees not yet added
Owen has not yet added their fees to their profile
Owen is an experienced financial advisor with almost a decade of advising within the finance industry. Prior to joining Invest Southwest, he provided financial advice for St James Place. Owen specialises in advising both private and business clients on pensions, investments, and inheritance tax planning. However, what sets Owen apart is his unwavering dedication to client service. He takes great pride in building long-term, professional relationships with his clients and is passionate about helping them achieve their financial goals. Owen is committed to providing exceptional client service and works tirelessly to ensure that his clients feel supported every step of the way. Outside of work, Owen is an accomplished sportsman. He formerly captained Taunton Town and now enjoys spending his spare time on the golf course or cricket field. If you're looking for a financial advisor who is both dedicated to his clients and passionate about his hobbies, Owen is an excellent choice.
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
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
Equity release may involve a lifetime mortgage. To understand the features and risks, please ask us for a personalised illustration. Check that this type of mortgage will meet your needs if you want to move or sell your home or you want your family to inherit it. Your home may be repossessed if you do not keep up repayments on your mortgage. The value of investments can fall as well as rise. You may get back less than you invest.