Testimonials

Read some of the feedback received from clients over the years.

Tina is a very friendly and careful competent person. She explains everything in great detail to me. I have complete trust in her and always look forward to seeing her.

John Smith | Retired

It gives me pleasure to write this testimonial for Tina Owen. She has always made me feel that she has my interests first and has always given trustworthy advice. I appreciate having the face to face meetings and the service and support has been exceptional. I would not hesitate in recommending h...

Elizabeth Ann Selway | Retired School Teacher, Colwyn Bay

Tina and Heidi always greet me with an extremely warm and friendly welcome which puts me at ease instantly. Tina has always put my interests first and offers trustworthy advice in all aspects of my finances. The advice I receive is absolutely exceptional and I certainly would recommend her to oth...

Sandra Shaw | Adult Placement Carer, Kinmel Bay/Rhyl

We approached Tina in 2016 because she had helped with our finances in her previous position. We therefore knew we would be dealing with a person we could completely trust. One thing we like about her is her straightforwardness and also her ability to make sure that everything discussed has been ...

Elizabeth Morris | Retired, Dwygyfylchi

Having known Tina for a number of years I was delighted when she agreed to look after my financial affairs. Tina always puts the client's needs first and explains things so I always understand matters. I am more than happy to recommend Tina.

Gavin Jacob | Hotel Owner, Llandundno

I would not hesitate in recommending Tina Owen as a financial adviser. She has always given us the best advice regarding saving and earning money. She has also helped us by showing us ways to improve our lifestyle. She has proved to be completely trustworthy.

Private client

Tina is a very friendly and capable competent person. She explains everything in great detail to me. I have complete trust in her and always look forward to seeing her.

John Smith | Retired, Denbigh

Tina has always put my interests first, explaining everything to me, making sure I understood what I was doing. Tina is always at the end of the phone if I need any support. The service and support has always been exceptional. I class Tina as a real friend and I would not hesitate in recommending...

Mrs D Parker | Sales Assistant, Rhyl

I would be very happy to recommend Tina to anyone who needs financial advice. She always explains all financial transactions in words, I can understand. Tina is very accessible and available, if I have any queries regarding any financial transactions I receive by mail.

M Hitchings | Home Carer, Old Colwyn

Tina Owen has managed my financial investments for many years. Outstanding at her job, she has always given good, sound advice relevant to my personal situation. I have absolute trust in her and would highly recommend her to anyone.

Private client | Retired, Towyn

I am very happy to give a testimonial for Tina Owen. My husband and I have always found her approachable, friendly and trustworthy, in fact, I don't know how we would manage our financial affairs without her. She provides excellent support and I have no hesitation in recommending her services to ...

Elizabeth West | Teaching Assistant (retired), Denbighshire

Tina is a breath of fresh air when it comes to financial planning. She is a fine example of giving trustworthy advice, explaining what my options are in a language that I understand. Her attention to detail is exemplary and I would not hesitate in recommending her to friends, colleagues and famil...

Keith Jones | Claims Management, Prestatyn

At certain times in life it is sometimes best to get your financial affairs in order. If your money isn't working for you or administering it is providing a problem then look no further. Tina provides a complete financial service. Details a look at your assets and how they can work better for you...

M Pinn | Retired, Colwyn Bay

Tina has always given me the best advice to help with my individual needs and now advises other family members. I always trust Tina's advice and would not hesitate in recommending her to anyone.

Private client | Business Manager, Warrington

Tina gave us a very warm welcome and put us at ease immediately, my husband was nervous about investing but Tina explained everything step by step and was very knowledgeable, explaining how our investments would work. We would be happy to recommend Tina to anyone.

Anna Whitlow | Retired Nurse, Abergele

I cannot thank Tina Owen enough for helping me organise my finances in my retirement. It's like a friend dropping by, for whom nothing is too much trouble. She patiently explains everything in enough detail for me to understand. if there are any problems she's just a phone call away and has simpl...

Private client

I am extremely grateful to have someone of Tina's calibre to deal with my finances, investments and pensions etc. She explains everything very clearly and I feel she has my best interests at heart. I have recommended her to several friends. I find her advice and guidance honest and fair minded an...

Private client | Retired Teacher, Trelawnyd

I have found Tina a very trustworthy person to come into my home and when she does she gives me sound advice and helps me with my paperwork. People still need the personal touch now and again. I thank her for that because it makes you feel as if you have invested wisely.

Private client | Warden, Holywell