0330 038 8941
Based in Totnes
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: April, 2024
5 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: 22 May 2025
Owen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Owen's status
10
Recent Client Reviews
Owen has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Owen has received 10 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: 20 January 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.
1
Qualifications Uploaded
Owen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate 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: 22 May 2025
Owen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Owen's status
10
Recent Client Reviews
Owen has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Owen has received 10 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: 20 January 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.
1
Qualifications Uploaded
Owen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate 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'm Owen, a young financial adviser with a mission to make the world of finance less complicated for my clients and build long-lasting relationships along the way. I'm here to guide individuals starting their financial journeys, helping them piece together their unique financial puzzles. My approach is all about practicality, focus, and making finance a straightforward and friendly experience. For me, financial planning is like embarking on a journey to realize and achieve your aspirations and ensure a secure future for you and your family. Whether we're crafting a retirement plan, strategically saving and investing for life goals, or adding insurance for family protection, I'm here to offer guidance. My commitment goes beyond just making financial decisions accessible; it's about making them achievable and aligned with your unique aspirations. Let's work together to secure your financial future, protect your loved ones, and turn your goals into reality. And guess what? The initial meeting, a crucial step in this collaborative journey, is on the house – absolutely free for you. So why not take advantage of this opportunity? Let's catch up for a chat or a call to dive into your financial goals, figure things out, and set the course for building a secure future together. Your financial well-being is my top priority, and I'm genuinely excited about the possibility of working together to achieve your aspirations.
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
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