Owen Morgan

Owen Morgan

Romilly Financial

Minimum savings/pensions: Over £100,000

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

40 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 08 July 2026

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

  • 15

    Recent Client Reviews

    Verified reviews: 100%

    Owen has received 15 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 16 June 2026

    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

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Owen

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Owen (based on 3 first impressions)

About

I am a Chartered Financial Planner at Romilly Financial, where I have been helping clients make informed financial decisions since joining the firm in April 2021. I work with business owners, professionals and families, helping them prepare for retirement, make the most of their investments and create financial plans that support their long-term goals. As an independent adviser, I provide advice across retirement planning, investments, protection and wider financial planning, helping clients feel confident about the future. As a fluent Welsh speaker, I am also pleased to support clients in both Welsh and English. Before entering financial services, I graduated from Cardiff University in 2015 and spent five years as a professional cricketer with Glamorgan County Cricket Club. Outside of work, I enjoy spending time with family and friends and captain St Fagans Cricket Club in the South Wales Premier League.