Dan Tudor-Owen
Chester Financial Wealth Management Ltd (Chartered)
Minimum savings/pensions: Over £100,000
0330 038 8939
Based in Wrexham
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: April, 2022
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Dan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 11 April 2025
Dan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
4
Recent Client Reviews
Dan has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dan has received 4 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: 28 November 2024
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.
4
Qualifications Uploaded
Dan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Dan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Dan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Dan has provided information on their typical fees
Dan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
8
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dan (based on 8 first impressions)
100% of users who are not yet clients had a positive first experience with Dan
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dan (based on 8 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Dan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 11 April 2025
Dan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
4
Recent Client Reviews
Dan has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dan has received 4 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: 28 November 2024
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.
4
Qualifications Uploaded
Dan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Dan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Dan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Dan has provided information on their typical fees
Dan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
8
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dan (based on 8 first impressions)
100% of users who are not yet clients had a positive first experience with Dan
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dan (based on 8 first impressions)
Daniel Tudor-Owen FPFS I'm a local, friendly, approachable and down-to-earth independent financial adviser with over 8 years experience. I specialise in investment planning, retirement planning and inheritance tax advice. My clients tell me they appreciate that I really listen to them, help them create a long-term financial strategy and do it in a language they understand. I've achieved both Chartered Status and Fellowship of the Chartered Insurance Institute. Chartered Financial Planner status, the much sought after qualification (amazingly still held by less than 20% of advisers) continues to be regarded by most as the 'gold standard' qualification available. However, the highest accolade Fellowship (held by less than 10%) is only awarded to a select few that are truly dedicated to reaching the pinnacle of the financial planning profession. These advanced qualifications signify to my customers that I am extremely serious in my pursuit of the highest standards and demonstrate my adherence to ethical good practice. To help you with your search for an IFA, an adviser can be qualified to: - Diploma level (basic minimum industry requirement) - Chartered (equivalent to a university degree), held by around 18% of advisers - Fellowship (highest industry qualification), held by around 6% of advisers in the UK. It is important to note that a firm may be Chartered, but the individual adviser assigned to you may not be, so do ask the question! I Live in North Wales, hobbies include supporting Everton Football Club with delusional optimism, travelling the world and spending time with family.
£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 Dan's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.