Expertise
- Pensions
- Wealth Management
- Inheritance Tax Planning
- Pension Transfers
- ISA's
- Income Protection
- investment planning
- family protection
- Investment
- Pensions on Divorce
Summary
Hi, my name is Gary Owens and I am a fully qualified Financial Adviser/ Wealth Manager authorised and regulated by the FCA.
I am part of a team of Financial Advisers working for Bright Wealth Management. We are a Senior Partner Practice of St. James’s Place, who are a FTSE 100 company.
We help successful Business Owners make their money work, by:
• Diversifying your Investments
• Plan your Business Pension
We also help individuals make sense of their Pension, Retirement Planning and Investment needs, by:
• Transferring Pension Pots together to help achieve Retirement/ Investment goals
• Regular reviews of your Pensions and Investments
• Expert advice throughout the lifetime of your Pension/ Investments
• Clear planning. Clear objectives. Clear goals
We pride ourselves on our client focused approach.
Bright Wealth Management 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).
Experience
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Bright Wealth Management - a Senior Partner Practice of St. James's Place
Financial Adviser / Wealth Manager
21 - 100 Employees 2021 - Current
