• DipFP – Diploma in Financial Planning
    This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Owen Boyd


Although Owen has only been in financial services for just over 2 years, he has already achieved his Diploma in Financial Planning. He has spent most of his career to date working for a national paraplanning firm, dealing with a wide range of financial planners and advice firms across the UK. This has enabled Owen to develop his knowledge and expertise on a variety of different advice scenarios.

Owen’s day to day role is vital to the overall financial planning team, ensuring that clients are provided with the most suitable advice. Owen is responsible for developing and reviewing clients financial plans, conducting research and preparing detailed client reports and recommendations for our financial planners.

Owen has an excellent focus on attention to detail and a diverse range of knowledge across different advice areas which has allowed him to undertake different processes independently.


Outside of work

Away from the office, Owen enjoys spending time with his partner and his family and friends.

Owen likes to cook and often cooks delicious meals which everyone in the office can vouch for as Owen’s lunches always smell delicious!

He also has a keen interest in health and fitness and enjoys going on a hike when he gets the chance.

Get in touch

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