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Owen Irish Has Joined Invest Southwest.

We Are Delighted To Announce Owen Irish Has Joined Invest Southwest.

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.

Welcome to the team!

14 April 2023

The views expressed in this blog do not in any way constitute advice and are specific to the date noted. As time passes the facts can change and readers should consult their adviser for up to date advice on any matters covered within the blog. Invest Southwest offers an initial review, which is free of charge, however long it takes. From this we will be able to confirm how we can help and give you an opportunity to decide if you would like us to. Thereafter, we will provide you with detailed recommendations and exact costs. Please note that we promise not to levy any kind of fee unless we can demonstrate a benefit to you.

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