York - 01904 716000
Wetherby - 01937 583210
Malton - 01653 692247
Wetherby 01937 583210
Malton 01653 692247
Our People

Owen Thomas Bio

Owen Thomas

Chartered Financial Planner
Branch(s) York Office, Wetherby Office, Malton Office
Email:
Direct Dial 01904 716117

I am committed to providing a first class service to my clients while using my experience as a financial planner to help them build and protect their wealth for themselves and their family.


Background

As a chartered financial planner and Fellow of the Chartered Insurance Institute, I have more than 15 years experience advising individuals, families trusts and businesses.

Having developed my career working within private banking and then with a national accountancy firm I am now responsible for the growth and development of the financial services business within Ware & Kay.

I pride myself on working closely with clients to help them identify their financial priorities and build a strategic financial plan to help them achieve these goals.

Working with professional partners within Ware & Kay Solicitors I am able to complement and build on the services they offer to clients.

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