Andrew Owen

Cert CII
Wealth Planner

Andrew has worked in financial services for almost 25 years. He is bi-lingual and can converse with clients who prefer Welsh-speaking.

Andrew focuses on clients’ aims, ambitions and goals using cashflow planning as a tool to map the journey towards meeting these goals.

Andrew lives in Cardiff and is married with two sons. He coaches children’s rugby and is a member of a highly acclaimed male voice choir.

Andrew’s qualifications include Cert CII.

01752 762 140 / 07816 643 863

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