Owen is a dedicated financial adviser at Prospera Wealth Management, providing holistic, face-to-face financial planning to individuals, families, and businesses. His work focuses on helping clients navigate key life decisions with clarity and confidence—whether planning for retirement, investing for the future, protecting loved ones, or passing on wealth to the next generation.
He offers expert guidance in the following areas:
• Tax Efficiency
• Retirement Planning
• Investment Planning
• Inheritance Planning & Intergenerational Wealth
• Protection Planning
• Later Life Planning
• Inclusive Financial Advice
• Long-Term Financial Modelling
Known for his approachable manner and clear communication, Owen tailors each financial plan to his clients’ unique goals and circumstances. He believes in building lasting relationships and empowering clients to make informed, confident financial decisions.
Owen joined Prospera in 2023 while completing his financial planning diploma and became a fully qualified, regulated financial adviser in 2024. He is currently working towards Chartered Financial Planner status, demonstrating his commitment to the highest professional standards.
In addition to his client work, Owen is passionate about financial education. Drawing on his previous career as a senior leader and mathematics teacher in secondary education, he delivers tailored financial education sessions to organisations, making complex financial topics accessible and engaging.
Beyond the office, Owen plays an active role in his community as Vice Chair of the governing body at a local secondary school. He holds postgraduate teaching qualifications and a BSc (Hons) in Aeronautical Engineering from Salford University.
When he's not working, you'll likely find Owen hiking in the Peak District with his family and cockapoo, Ralph, or enjoying distance running, skiing, and travel.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
