Owen Morgan

Owen Morgan

Romilly Financial

Minimum savings/pensions: Over £50,000

0292 053 8418
Based in Penarth
View location
Top Rated 2026
Verified since: June, 2023
4.8 out of 5

31 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 08 January 2026

    Owen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Owen's status

  • 10

    Recent Client Reviews

    Verified reviews: 100%

    Owen has received 10 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 18 December 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.

  • 18

    Qualifications Uploaded

    18 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 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

I joined Romilly Financial in April 2021 working closely with Chartered Financial Planner and Managing Director David Stealey. Over a 5 year period I had successfully passed all the relevant Financial services exams through the Chartered Insurance Insitute (CII) which authorise me to become an Independent Financial Adviser. In January 2025 successfully passed the final exams on Equity Release which has now awarded me to become a Chartered Financial Planner. I graduated from Cardiff University in 2015 and enjoyed a five-year career as a professional cricketer with Glamorgan CCC. My free time is mainly spent captaining St Fagans Cricket Club in the South Wales Premier League.