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Richard Owens

DipPFS

I have a history spanning 26 years in Financial Services. I pride myself on delivering an excellent customer service which in turn provides first class customer outcomes.

About

Owens Wealth Management Ltd was set up in November 2022. My aim is to provide Financial Advice to all clients, with a caring and empathetic approach. Financial Planners have reduced in numbers over the years, my aim is to fill the gap that this has caused, by offering face to face advice to help clients address their financial planning needs. With 26 years of working in Financial Services behind me, I feel that I am well placed to deliver positive outcomes to clients old and new. My approach, is friendly, caring, and meaningful.

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Advice and services

We offer an excellent wealth management service which will help you achieve your goals

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 30/05/2023

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Owens Wealth Management Ltd is registered in England and Wales, Number 15777312. Registered Office: 58 Crawshay Street, Ynysybwl, Pontypridd, Wales, CF37 3EF.