Phillip. R. Owen FIFP, FPFS, CFPcm

Director and Chartered Financial Planner
Head of Private Clients


Role & Experience

Phill joined RPG Wealth in 1999 as Head of Private Clients. He has over 20 years' experience in assisting high net worth individuals in relation to their investments, pensions, trusts and tax. Phill is also a member of the RPG Wealth Investment Committee

Qualifications & Memberships

Phill is both a Chartered & Certified Financial Planner. He holds the following qualifications.

  • Chartered Financial Planner
  • Certified Financial Planner
  • Fellow of the Personal Finance Society
  • Fellow of the Institute of Financial Planning
  • STEP Certificate for Financial Planners – Trust and Estate Planning

Advice Areas & Typical Clients

Phill's typical clients include company directors, trustees and individuals that have retired or are looking to retire over the next 10 years or so. A typical review would include a comprehensive analysis of a client’s current position, a strategic plan in achieving the client's goals taking into account tax, investment returns and in particular the risks the client is willing to accept in achieving their goals.

In addition to advising high net worth individuals, Phill also acts for a number of ex-pat clients in France & Spain coordinating the investment within each jurisdiction.

Outside of RPG Wealth

Phill is married to Anita and has two sons, Cian and Thomas. He enjoys playing sport, in particular golf and hockey, and also spends his time cooking (badly!), walking and reading history.

powen@rpgwealth.co.uk

Expert advice. Personal touch.

London

Manchester

North Wales

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