Welcome Owen

We are very pleased to welcome a new adviser on board and would like to welcome Owen Williams to the team.  Owen is a Chartered Financial Planner whose specialities are investment and retirement planning. He has worked in the financial sector for over 16 years in which he has also helped Business Owners and Executives make their financial plans needed to achieve their goals.

Owen describes his role as helping people to get a clear view of their financial future which is typically done in three ways:
1. Discussing what his clients want to do with their time and wealth.
2. Analysing their current financial situation to see if they can achieve these goals, and
3. Fine tuning and protecting their strategy so they can do what they want to do with their lives.

Owen aims to make sure his clients can afford to do the things they want to do in the future. He said “I'm currently doing lots of work helping people understand the effect of the reducing annual allowances and lifetime allowance for retirement planning. We talk about what we would like the financial future to look like and I then help implement the most efficient plan in order to help get there.”

About Us

We are a firm of highly experienced independent financial advisors based in Leamington Spa. Our core values are simple - integrity and professionalism - and have seen our business grow mainly through customer referrals and reputation.

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Beaufort Wealth Management Ltd,
4 Jephson Court,
Tancred Close
Leamington Spa,
CV31 3RZ
01926 460156

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