0203 551 0160
Based in Twickenham
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 22 February 2025
Owen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Owen's status
4
Recent Client Reviews
Verified reviews: 100%
Owen has received 4 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 18 February 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.
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Owen has not yet added their qualifications to their profile
Transparent Fees
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Owen has not yet added their fees to their profile
3
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Owen
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Owen (based on 3 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 22 February 2025
Owen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Owen's status
4
Recent Client Reviews
Verified reviews: 100%
Owen has received 4 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 18 February 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
Owen has not yet added their qualifications to their profile
Transparent Fees
Fees not yet added
Owen has not yet added their fees to their profile
3
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Owen
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Owen (based on 3 first impressions)
My journey in finance began in 2014, just before the introduction of pension freedoms by the Coalition Government. Since then, I’ve earned the titles of Chartered Financial Planner and Probate Practitioner. As a financial planner, my focus is on helping clients build strong, adaptable financial plans that can withstand life's uncertainties. While technical expertise is the foundation of my work, my primary goal is to help clients achieve the life they aspire to by: Reducing tax on earned income Maximising growth from savings Enhancing financial literacy for smarter decision-making Retirement Planning Pension consolidation/Review I’m committed to guiding clients toward financial security and success, no matter the challenges they face.
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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This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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