We are a local, friendly face to face Practice putting our clients at the heart of everything we do. We place great importance on not just quality advice but first-class client service to make your life easier. We say here at Tina Owen Financial Planning, "We don't look after your money, we look after you".
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
Services
Welcome to Tina Owen Financial Planning Limited where excellent client service and quality advice is the core of our business. As an Associate Partner Practice of the prestigious St. James's Place Wealth Management, our focus is looking after and helping our clients meet their financial planning needs.
Reviews (8)
Hannah
Nov 20, 2021
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Tina has helped my father review his pensions and given him excellent advice around his financial situation given him the assurance and peace of mind he needed for his retirement.
He now feels more confident after meeting with Tina as she spent the time evaluating all areas of his finances given him options for now and the future. She was friendly, extremely helpful and patient in helping my father understand his options.
We would highly recommend Tina's services to anyone who asked.
He now feels more confident after meeting with Tina as she spent the time evaluating all areas of his finances given him options for now and the future. She was friendly, extremely helpful and patient in helping my father understand his options.
We would highly recommend Tina's services to anyone who asked.
Mair Dowell
Sep 08, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Tina Owen has been a life saver to me since the day I met her. She turned my life around with excellent advice and help - she guided me thnrough doing things that I would never have had the confidence of doing and all this done in such a friendly relaxed atmosphere - Tina is the best.!
Tina Owen has been a life saver to me since the day I met her. She turned my life around with excellent advice and help - she guided me thnrough doing things that I would never have had the confidence of doing and all this done in such a friendly relaxed atmosphere - Tina is the best.!
Sara Ogden
May 25, 2021
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We recently had Andrew McDonald as our contact for our first mortgage application. It was undoubtedly a stressful time for us, but Andrew was fantastic every step of the way. He was friendly, professional, accommodating and always approachable. I would not hesitate to recommend him and the team. When we encountered problems with our solicitors, Andrew and Tina truly went above and beyond to help us and to make the process as smooth as possible. We cannot thank them enough for their service and their support.
Matthew Charnock
May 14, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Thank you Andrew for all the help over the past few months it was invaluable. Andrew arranged a very competitive mortgage for me extremely quickly and was always at the end of the phone if I had any other questions! I changed my mortgage terms a few times but he was always happy to help. I would highly recommend! Thanks again, Matt
Thank you Andrew for all the help over the past few months it was invaluable. Andrew arranged a very competitive mortgage for me extremely quickly and was always at the end of the phone if I had any other questions! I changed my mortgage terms a few times but he was always happy to help. I would highly recommend! Thanks again, Matt
Ed Haley
Apr 15, 2021
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We dealt with Andrew McDonald when buying our first house. I honestly couldn't recommend Andrew highly enough, his expertise and professionalism were invaluable throughout the process, from sitting down at an early stage to evaluate our current finances and setting a budget, to applying for a mortgage and dealing with the help to buy process. Andrew kept us regularly updated throughout the process and was extremely responsive to any queries we had along the way. I would not hesitate to use Andrew again for any future financial advice and planning.
Sarah Ferguson
Apr 12, 2021
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I cannot recommend this company enough, especially my contact Andrew Mcdonald.
From our first meeting Andrew was friendly, approachable and extremely professional. He guided me through a tricky mortgage application during the recent uncertain times of a global pandemic. He was always on hand to answer any questions I had and nothing was too much trouble. I highly recommend the services of Tina Owen Financial Planning.
From our first meeting Andrew was friendly, approachable and extremely professional. He guided me through a tricky mortgage application during the recent uncertain times of a global pandemic. He was always on hand to answer any questions I had and nothing was too much trouble. I highly recommend the services of Tina Owen Financial Planning.
Robin Williams
Apr 11, 2021
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I am delighted to be able to feedback on the excellent support and service I received from Tina Owen FP and in particular Andrew McDonald.
From first contact the team were attentive, friendly and supportive. Andrew helped me navigate through what could have been a complicated mortgage application using Help to buy Wales, dealing with the application process from start to finish. His contact was regular keeping me fully up-to-date and his support went way beyond what I could have hoped for, assisting me with solicitor issues and keeping in touch to support long after his job was completed.
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From first contact the team were attentive, friendly and supportive. Andrew helped me navigate through what could have been a complicated mortgage application using Help to buy Wales, dealing with the application process from start to finish. His contact was regular keeping me fully up-to-date and his support went way beyond what I could have hoped for, assisting me with solicitor issues and keeping in touch to support long after his job was completed.
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Lyn Iball
Jul 13, 2020
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Tina is an absolutely fabulous person, so caring and professional, gives good sound advice but doesn't lose the professional touch, she truly is interested in looking after you, making sure everything is covered. I would have no hesitation in recommending Tina Owen Financial Planning Limited to look after your financial affairs, the personal touch makes such a difference, thank you Tina and Heidi too.
