After working for a High Street Bank for over 25 years as a Financial Adviser, the role was made redundant as financial advice was being withdrawn. I recognized that I could provide clients with a better service and the best possible advice by setting up my own practice and was invited to join the prestigious St. James's Place Wealth Management as an Associate Partner.
In May 2015 I set up Tina Owen Financial Planning Limited here in Colwyn Bay.
This was an easy transition giving me a work life which I love as I can now give as much time to my clients as they need rather than just an allotted time slot. Mark Twain said, "If you love what you do, you'll never work another day in your life.", which sums up the way I feel about my job, as I don’t feel that I work, I just talk to nice people!
My focus is on developing lifelong relationships with my clients which are built on trust and understanding, giving my clients peace of mind that they are in safe and caring hands.
I became a Chartered Financial Planner in December 2019 and am also qualified to provide advice in Later Life Planning.
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.
Click on the accreditations for more information
The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.