Monday - Saturday 08:00 to 18:00
Meet Richard Owen
Hi, my name is Richard.
As a fully qualified Financial Adviser, I gain great satisfaction from connecting with new individuals and assisting them in achieving their financial aspirations. My experience spans a diverse range of backgrounds, including professionals, self-employed traders, families, and businesses.
My approach centres around genuine understanding. I firmly believe that the key to meeting a client’s objectives lies in truly comprehending their unique goals and circumstances. By fostering long-term relationships built on trust, empathy, and respect, I empower my clients to make informed decisions regarding their financial matters.
Based in Carmarthen, I operate throughout the beautiful landscapes of South and West Wales. The geographical scope of my work allows me to appreciate the unspoiled beauty of the Welsh countryside. Beyond my professional life, I cherish moments spent with my wife and our two young children. Whether it’s leisurely walks along the beach or our family cooking sessions remains a loved pastime that brings us all together.
Services and Support that I offer
- Protecting you and your family
- Helping you have the Retirement that you want
- Saving and Investing for the future
- Estate Planning to help protect against Inheritance Tax
- Saving for your children or grandchildren
- Business Protection for owners, directors and key personnel
My Commitment to you
I will work with you and help set your plans for the now and support your goals for the future. I will provide advice tailored for you and in a way that is clear to understand and without pressure.
