Kevin Owens

Kevin Owens

One50 Financial Planning Ltd

Reviewed for

Insurance and Protection ( 5 )

Mortgages ( 1 )

Pensions ( 47 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 24 )

Investments and Savings ( 40 )

Pension Transfers - Non Specialist ( 6 )

Long Term Care ( 9 )

Pension Transfers - Specialist ( 2 )

Financial Planning ( 13 )

Financial Mentoring ( 6 )

Financial Coaching ( 3 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 3 )

£100k - £200k ( 10 )

Up to £50k ( 9 )

£50k - 100k ( 5 )

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

First impression

by a VouchedFor user

15 days ago

Overall

Please provide a brief comment about your experience with Kevin

Kevin gave me detailed information regarding what to expect and how to prepare for our initial meeting. He was able to offer us an out of hours time for our meeting. We found Kevin to be very friendly, helpful and informative during the initial meeting.

First impression

by a VouchedFor user

15 days ago

Overall

Please provide a brief comment about your experience with Kevin

My first visit with Kevin was excellent. The introductory session was relaxed and professional. He made us feel very welcome and clearly explained what would be involved in changing our investment over to him

First impression

by a VouchedFor user

15 days ago

Overall

Please provide a brief comment about your experience with Kevin

My first conversation with Kevin was really helpful and informative. I was looking for assistance in understanding my pension options in the future and Kevin has already helped expand my knowledge and understanding. I look forward to more detailed discussions and his support on financial planning.

First impression

by a VouchedFor user

15 days ago

Overall

Please provide a brief comment about your experience with Kevin

Very efficient at getting things up and running ,knowledgeable on the products and investments we discussed.There was no pressure or hard sell on things we discussed,made you feel very welcome.

Review

by a verified client in Ayrshire

a month ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Pensions, insurance, retirement planning.

How has Kevin Owens helped you?

Kevin has been amazing in helping my partner and me with our future financial and pension planning. He went above and beyond to make sure we got the right advice tailored to our needs. His knowledge, patience, and genuine care made the whole process so much easier and gave us real peace of mind. We couldn’t recommend him highly enough!

Have you seen the outcome you were hoping for?

Yes, and much more than we were hoping for. We're already seeing several (unexpected) benefits across the board. - Peace of mind knowing our pensions are in their best possible position with our current financial setup, which has removed this anxiety completely from us as we plan for the future. We now have a much better understanding of how pensions work, how best to use/leverage them now and later in life, and many of the nuances surrounding them that were completely unknown before meeting Kevin. - Our overall financial health has improved due to the financial knowledge Kevin has shared with us in easily digestible ways. He loves what he does, which makes it easy to learn from him. It certainly helped remove the barriers we initially had. From pensions to savings, to index funds, through to tax insurance. Although we did not initially hire One50's services for other areas, we naturally progressed to it as we improved our finances. As a result, our mentality around money (in general), savings, and future planning has changed for the better.

What could they have done better?

N/A