Owen Williams
Rockwealth Leamington
A Leamington Spa IFA driven by evidence-based investing & fairer fixed fees
Owen Williams, has been working in financial services for more than 15 years. He is a Chartered Financial Planner (CII), a Fellow of the Personal Finance Society (PFS) and a member of Society for Later Life Advisers (SOLLA).
Owen provides a full financial planning and investment management service for business owners and people either side of retirement.
Services
Financial Planning
Financial Planning services
Checked on
20.05.2024
Investment
Investment
Checked on
20.05.2024
Accreditations
Financial Conduct Authority
Checked on
20.05.2024
FCA
Insurances
Awaiting confirmation of PII
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Owen Williams
Adviser contact details
- 01926 969010
- 07956 716953