Owen Tucker

Owen has been working in financial services since 2010. Before joining Kellands as a financial planner in 2023, Owen has worked at other financial advice firms including Investec and Attivo Group as a paraplanner.

Owen has achieved Chartered Financial Planner status and is a Fellow of the Personal Finance Society. Accumulating a range of knowledge in the financial services industry, helps Owen to provide clients with detailed financial plans, enabling them to achieve their goals and objectives.

Outside of work Owen enjoys watching football and rugby and is a keen Leeds United and Gloucester Rugby supporter. When not watching sport, Owen likes to spend time walking his Labrador, Millie, usually with a stop at a local pub.

Owen’s professional qualifications include:

• Regulated Diploma in Financial Planning
• Discretionary Investment Management
• Securities advice and dealing
• Long Term Care Insurance
• Mortgage Advice
• Equity Release
• Advanced Investment Planning
• Advanced Personal Tax and Trust Planning
• Advanced Financial Planning Process
• Advanced Pension transfers
• Advanced Retirement income planning

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