Qualifications
Money decisions shape the things that matter most in life – family, home, career, lifestyle, and retirement. Owen supports families and professionals who want clarity, confidence, and reassurance that they are making the right financial decisions.
Owen’s career began in education as a primary school teacher and mathematics leader, where he developed a structured approach and the ability to explain complex ideas clearly. He now provides straightforward, long-term advice without jargon or pressure.
Owen helps clients plan for retirement, invest tax-efficiently, protect their families, and build lasting confidence in their financial future.
Specialisms
- Holistic financial planning for individuals and families
- Retirement and pension planning
- Cashflow modelling and long-term financial forecasting
- Investment planning and portfolio structuring
- Tax-efficient savings and investment strategies
- Personal protection planning (life, income protection, and critical illness)
- Pre- and post-retirement planning
- Financial planning for professionals and business owners
Find an adviser
Our team of independent financial advisers have some of the highest qualifications in the UK and they are committed to achieving financial security for their clients.
Contact us
Arcus Wealth is a trading name of Corbel Partners Limited which is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales. Registered number: 05280582.
Our complaints procedure is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk
Information contained in this website is based upon UK legislation and regulation and is targeted at consumers based in the UK.
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