Manages investments of £300k - £30m for over 100 clients.
Independent Financial Advisor
Qualifications
Personal Financial Specialist
Diploma in Financial Planning
Member of:
Chartered Insurance Institute
Personal Finance Society
Experience
Owen has 35 years of experience in financial service.
Manages investments of £300k – £30m for over 100 clients.
Provides tailored bespoke investment advice that also takes into client: investment, tax, probate and accountancy requirements.
Has had one client for more than 25 years.
Often helps entire families across multiple generations.
He offers a wide range of investment, commercial lending, personal lending and protection advice.
Owen regularly partners with the personal tax team to mitigate inheritance tax. He also secures funding for our commercial clients through a variety of commercial lending products.
Achievements
Enabled a client to save £1.6m by creating a scheme using Johnsons’ IFA, accountancy, partnership agreement and AIM property relief services.
Helped a lottery winner retire early so he could devote more time to his charitable activities.
Personal
Owen volunteers for fundraising events for Cancer Research and Leukaemia Research. He enjoys travel and has travelled to 36 countries, as well as experiencing new cuisines with his family.
He is currently studying for his Chartered Financial Planning exams.
Independent Financial Advisor