Burfields House Wealth Management Ltd
Principal Partner Practice of St. James's Place Wealth Management
Owain joined the Burfields House Wealth Management Ltd team in 2013 during a two-week work experience placement and has since worked his way through the ranks to become a fully qualified Wealth Manager.
Coming from a family of bankers and business owners, Owain understands fully the challenges that present themselves to small/medium size businesses and works closely with them to help them achieve their aspirations. Whether their goal is to extract profits in a tax-efficient manner or to plan the effective passing of the business to the next generation, Owain aims to assist businesses and their owners in a concise and efficient manner, with a focus on building long-term relationships.
Intergenerational wealth planning is an area of concern for nearly all clients and Owain works closely with the beneficiaries and executors of our private clients, aiming for the holistic planning we put into place to remain effective throughout the generations.
Owain is our resident pension and retirement planning adviser, working with clients to form robust financial plans for their future retirement. The greatest challenge in any retirement plan is to condense the range of options now available to clients when drawing on their pensions and to deliver solutions in a simple and easily understandable format.
Owain is a keen rugby enthusiast and, as you might expect from the name, is an avid supporter of the Welsh rugby team. Other interests include clay pigeon shooting and politics.
Owain is working towards gaining Chartered Financial Planner status and he hopes to become a Fellow of the Chartered Insurance Institute in the near future.
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.
Burfields House Wealth Management Ltd is registered in England and Wales, Number 11011315. Registered Office: Burfields House, The Plain, Goudhurst, Kent, TN17 1AE, England.