Chartered Wealth Manager
Biography – Owen has been working in financial services for over 20 years and has been advising clients in his current role for 7 years. He holds the sought after chartered fellow qualification from the PFS and is able to advise on some of the most complicated areas of financial planning. Having worked as a consultant with LV= specialising in pension advice for 10 years Owen holds several specialist pension and investment qualifications. He particularly enjoys helping clients at all stages of life create and put their financial plans into action.
Personal Information – Owen is originally from Ireland and currently lives in the Southside of Glasgow with his family and is the proud father of two children who keep him on his toes and very busy outside of work. He is a keen sportsman who plays tennis, squash and hockey for his local club Giffnock when time allows.
Qualifications
FPFS, Chartered Fellow of the Personal Finance Society, B.AccHons - Accountancy and Finance Degree from the University of Stirling.