Our Certified and Chartered Status

It is important to us that you have complete trust in RPG Wealth both as advisers and in the service we offer. This is one of the driving forces behind our continual professional development.

RPG Wealth is one of less than 2%*of Regulated Advisory Firms in the UK to achieve Corporate Chartered status and the first to achieve it in Wales.

Director Phillip Rees Owen is a Chartered and Certified Financial Planner with over 20 years’ experience as well as holding a valid Statement of Professional Planning.

Also a Chartered Financial Planner, Anthony O'Connor is a member of the Personal Finance Society with over 10 years' experience in financial services at senior level.

This status confirms that we have satisfied rigorous qualification criteria in terms of retaining highly qualified staff who subscribe to the membership conditions of the Chartered Insurance Institute and Institute of Financial Planning. It is recognition of our professionalism, involving a continuous commitment to professional development and adherence to a code of ethics and conduct.

*As at October 2012. 

If you wish to learn more about our Chartered status, please go to www.cii.co.uk

For more information on the Institute of Financial Planning, visit www.financialplanning.org.uk

Expert advice. Personal touch.



North Wales

© 2019 RPG Wealth Website Design and CMS by Fat Media