“We are helping the end clients by helping the financial advisers. It feels good that we play a part in helping them meet their financial goals.”
- Locations
- Leeds
- Phone number
- 0113 241 0199
Owen specialises in helping financial advisors find investment management solutions for their clients. In his role as Business Development Manager he introduces them to RBC Brewin Dolphin’s services including bespoke DFM, MPS and multi-asset fund solutions.
Owen joined RBC Brewin Dolphin in 2007 and is proud of helping build the Intermediaries team in the Leeds office and understanding exactly what clients want from their providers.
He began his financial services career in 1994 as a broker consultant with Royal & Sun Alliance, moving to Morgan Stanley Quilters in 2002 as a Business Development Manager then to S. P. Angel in 2005. Owen holds a Diploma in Financial Services and is a member of the Chartered Insurance Institute.