I am Owain and I am a Financial Planner at Quilter Financial Advisers, based here in Tunbridge Wells. I'm here to help you plan and manage your investments so you can lead the life you want for you and your family.
My role as a Financial Planner is to help you make the most of the resources available to you and align your finances to your objectives. I'll ensure that you are not missing out on any valuable opportunities or paying too much tax, and that you're making the most of the various allowances and reliefs available. We'll work together in creating a robust, tax-efficient Financial Plan that is both flexible and resilient to your changing needs & lifestyle. Whether you are still accumulating wealth, looking to capitalise on the wealth you already have, or looking towards retirement and beyond – I will be on hand to ensure you are making the right decisions, at the right time, for the right reasons.
Free consultation + 10% discount
Complimentary 1 hour consultation (via phone).
10% off initial advice fees and fixed fee services (up to £500 per year).
10% off ongoing advice fees (subject to a minimum of 0.50% per annum).
Must have a valid TN card for duration of reward claim, proof of membership will be requested.
07943 939732 | email
