Benedict Owens
Senior Paraplanner
Financial Planning
Qualifications
- •Diploma in Financial Planning (DipPFS)
- •Advanced Diploma in Financial Planning (APFS)
- •Chartered Financial Planner
Introducing Benedict
I have worked in financial services since September 2017 and joined the Bowmore team as a Senior Paraplanner in July 2024. My role involves writing the suitability and cash flow planning reports for clients, as well as undertaking research and providing a sounding board for the financial planners on their advice strategies.
Tell me more
What do you enjoy most about your job?
Knowing I have written some really good advice for a client that perfectly aligns with their objectives
How do you like to spend your time outside of work?
Playing cricket, going out for brunch and to the cinema, following Liverpool FC, and spending time with my wife and newborn son
One thing that is guaranteed to make your day better…
Ice cream
What made you decide to do the work you’re currently doing?
I have always had an interest in financial markets, having taken part in the Student Investor Challenge while studying for my Economics A-Level. After graduating from my History degree at King’s College London, I wanted to begin a career in the wealth management industry as this appealed to me more than other areas of finance due to it being more people-focussed, which I thought would better suit my skillset.
What is one personal rule that you never break?
I only drink Guinness during GMT and I only drink Gin and Tonics during BST
What would your specialist subject be on Mastermind?
Modern British history / British politics since the Second World War
Ready to take the next step?
Our first meeting is free of charge and without obligation. A Chartered Financial Planner will listen to your situation and explain exactly how we can help.