0208 166 8476
Based in High-Holborn
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2013
4.7 out of 5
Checks carried out by VouchedFor
FCA Regulated
Owen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 23 April 2025
Owen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
14
Recent Client Reviews
Owen has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Owen has received 14 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 02 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Owen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Owen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Owen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Owen has provided information on their typical fees
Owen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
74
Positive First Impressions
88% of VouchedFor users have had a positive (4 or 5 star) first experience with Owen (based on 74 first impressions)
88% of users who are not yet clients had a positive first experience with Owen
88% of VouchedFor users have had a positive (4 or 5 star) first experience with Owen (based on 74 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Owen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 23 April 2025
Owen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
14
Recent Client Reviews
Owen has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Owen has received 14 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 02 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Owen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Owen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Owen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Owen has provided information on their typical fees
Owen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
74
Positive First Impressions
88% of VouchedFor users have had a positive (4 or 5 star) first experience with Owen (based on 74 first impressions)
88% of users who are not yet clients had a positive first experience with Owen
88% of VouchedFor users have had a positive (4 or 5 star) first experience with Owen (based on 74 first impressions)
OPEN AS USUAL VIA CALL /VIDEO CONFERENCING/SCREEN SHARING DURING THE COVID19 CRISIS. Owen is a Chartered Associate of the London Foundation for Banking and Finance. He believes financial planning en'Ables' you to do the things you want or need to do with your family, your home, your life. He aims is to find out where you are today, where you want to be tomorrow and then to help you achieve this as effectively as possible. This means that Owen needs to build a relationship with you, find out exactly how you want your life to unfold and then to help you to formulate and implement the right plans to help you achieve your goals. With 16 years experience in the industry, Owen provides whole of market advice utilising the latest technology platforms to provide a cost-effective and tax-efficient investment solution for your wealth management needs. Owen guides his clients through the accumulation phase and into the preservation phase of their lives, keeping them well informed along the way. Ultimately his service is all about confidence. 'I want you to feel confident that you will achieve your life goals in all circumstances'. Owen also has extensive experience in buy-2-let, divorce, ethical and inheritance planning and retirement income need areas. Owen also likes to contribute back and regularly talks in schools in North London and allows students to work shadow. Owen also sits on the City Wire Market Intelligence research panel, giving insight back to the investment world. Please note, unfortunately I am unable to provide advice to US Nationals. Please note I do not facilitate Defined Benefit transfers. Transferring out of a final salary pension is unlikely to be in the best interest of most people. Your home may be repossessed if you do not keep up repayments on your mortgage. The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. Tax treatment varies according to individual circumstances and is subject to change. Approver Quilter Wealth Limited & Quilter Mortgage Planning Limited: March 23
Offers available through VouchedFor
Contact Owen through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Owen's clients
Based on responses provided by clients who have reviewed this adviser
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Adviser Disclaimer
Ablestoke Wealth Management is a trading style of Ablestoke Wealth Management Ltd, Ablestoke Wealth Management is an appointed representative of Quilter Wealth Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate on Auto Enrolment and Estate Planning, and Buy to Let mortgages. Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people. Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits. Approver: Quilter Wealth Limited & Quilter Mortgage Planning Limited. Date: 14th March 2022