Owens Wealth Management

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Owens Wealth Management

Owens Wealth Management aims to provide holistic goal based financial planning

16/05/2024

Investment Management

As we live longer, it’s becoming increasingly important to plan for the life ahead of us. We know that everyone’s financial journey is different, which is why our approach to financial and investment planning is based on your unique goals.
Start the conversation today.

t. 02921 056 000
m. 07361 525 887
e. [email protected]

https://partnership.sjp.co.uk/advice-and-services/investment-management-approach

Owens Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).
SJP Approved 28/03/2024

07/05/2024

Investment Planning ISA’s

ISAs are one of the most popular and tax-efficient ways to invest and save for the future. The ISA allowance for the 2023/24 tax year is £20,000, and you can use that allowance flexibly, investing in either cash or investments up to that limit.

Use our simple ISA calculator to see how much your ISA could be worth.
Start the conversation today

The value of an investment with St. James's Place may fall as well as rise. You may get back less than the amount invested.

Please note, Cash ISAs are not available through St. James’s Place.

t. 02921 056 000
m. 07361 525 887
e. [email protected]

https://partnership.sjp.co.uk/advice-and-services/investment-planning

Owens Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 28/03/2024

02/05/2024

Let’s turn later living
into greater living.

Local, honest, experienced advice, right on your doorstep.

From investment management and planning, retirement planning, protecting you and your finances or simply starting the conversation about your finances, contact us today.

t. 02921 056 000
m. 07361 525 887
e. [email protected]

https://partnership.sjp.co.uk/partner/richardowenswm

Owens Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 28/03/2024

29/04/2024

As we live longer, it’s becoming increasingly important to plan for the life ahead of us. We know that everyone’s financial journey is different, which is why our approach to financial and investment planning is based on your unique goals.
To understand your goals and provide peace of mind throughout your life, we will work with you in three different ways:

PLAN: When aiming towards longer-term financial goals, such as a comfortable retirement, you’ll need a detailed plan. We’ll work together to agree a plan that works for you.

DESIGN: After considering your time horizon and attitude to risk, we can design an investment portfolio to match the plan.

REVIEW: Market conditions change. So can personal circumstances. We’ll keep a close eye on your investments monitor if they stay on track.

t. 02921 056 000
m. 07361 525 887
e. [email protected]

https://partnership.sjp.co.uk/partner/richardowenswm

The value of an investment with St. James's Place may fall as well as rise. You may get back less than the amount invested.

Owens Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).
SJP Approved 28/03/2024

19/04/2024

Achieving financial security, Together!

Local, honest, experienced advice, right on your doorstep.

From investment management and planning, retirement planning, protecting you and your finances or simply starting the conversation about your finances, contact us today.

t. 02921 056 000
m. 07361 525 887
e. [email protected]
https://partnership.sjp.co.uk/partner/richardowenswm

Owens Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 28/03/2024

16/04/2024

Can I pass on my pension when I die?

Read our article to find out more and see what you can put in place for the future.
https://partnership.sjp.co.uk/article/detail/sjpp/can-i-pass-on-my-pension-when-i-die.html

t. 02921 056 000
m. 07361 525 887
e. [email protected]

https://partnership.sjp.co.uk/advice-and-services/protecting-you-and-your-finances

Owens Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 28/03/2024

09/04/2024

Every single customer is looked after and cared for, it’s at the core of everything we do.
Face to face, honest, local, experienced advice

Contact us today to start the conversation about your finances.

t. 02921 056 000
m. 07361 525 887
e. [email protected]

https://partnership.sjp.co.uk/partner/richardowenswm

Owens Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 28/03/2024

02/04/2024

We have a range of services to help you when it comes to managing your finances. Local, honest, experienced advice, right on your doorstep.

Excellent customer service is ALWAYS at the core of what we deliver.

We work with you to help you feel confident to make informed choices. Together, we create a detailed financial plan that will give you greater certainty, peace of mind, and security.

From investment management and planning, retirement planning, protecting you and your finances or simply starting the conversation about your finances, contact us today.

t. 02921 056 000
m. 07361 525 887
e. [email protected]

https://partnership.sjp.co.uk/advice-and-services

Owens Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 28/03/2024

31/03/2024

Happy Easter to all of our wonderful customers!
🐣 🪺 🌼 🍫

From Owens Wealth Management

28/03/2024

Richard has a history spanning 26 years in Financial Services. He prides himself on delivering an excellent customer service which in turn provides first class customer outcomes.

Local, honest, experienced advice, right on your doorstep.

From investment management and planning, retirement planning, protecting you and your finances or simply starting the conversation about your finances, contact us today.

t. 02921 056 000
m. 07361 525 887
e. [email protected]

https://partnership.sjp.co.uk/partner/richardowenswm

Owens Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 28/03/2024

19/03/2024

Protecting YOU and your FINANCES…

We all recognise the importance of insuring our homes, or our cars, so it’s perhaps surprising that many people are under-insured when it comes to protecting those we love or the lifestyle we enjoy; both now, and after we’re gone.

Gone are the days when paying Inheritance Tax, or IHT, was something for the relatively well-off to worry about. Many more of us will end up paying IHT but planning ahead means you can help ensure that more of your money ends up with the people you care about.

Personally-tailored advice regarding IHT and estate planning is just one way to protect your loved ones. SJP also offers services to protect your family finances should you fall ill, lose your job, or if your relationship circumstances change.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are dependent on individual circumstances.

Start the conversation today

t. 02921 056 000
m. 07361 525 887
e. [email protected]

https://partnership.sjp.co.uk/advice-and-services/protecting-you-and-your-finances

Address

3rd Floor, 2 Kingsway
Cardiff
CF103FD

Website

http://www.owenswealthmanagement.co.uk/

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