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.