Owain Blunkett-Evans
Financial Planning Consultant DipPFS in Tunbridge Wells
A little bit about Owain
My role as a Financial Planner is to help you make the most of the resources available to you and align your finances to your objectives. I'll ensure that you are not missing out on any valuable opportunities or paying too much tax, and that you're making the most of the various allowances and reliefs available. We'll work together in creating a robust, tax-efficient Financial Plan that is both flexible and resilient to your changing needs & lifestyle. Whether you are still accumulating wealth, looking to capitalise on the wealth you already have, or looking towards retirement and beyond – I will be on hand to ensure you are making the right decisions, at the right time, for the right reasons.
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For advice on starting the new tax year or reaching your long-term financial goals, get in touch.
Contact me today
Could you be more financially savvy this tax year?
March, and spring more generally, is often a time for fresh starts. And now your tax allowances are getting one too. The new tax year begins on 6 April, giving you time to plan how you’ll use all those new allowances to your advantage.
Take your ISA allowance. It can be tempting to leave it until the last minute to use it up. But, if you’re able to pay into it at the beginning of the year, you’re potentially getting a whole extra 12 months of time for your savings to grow.
A review right at the start of the tax year, or just before it, can also help us spot if there are any tax incentives you could use throughout the year.
You might be surprised just how many people don’t do this - and miss out on money that’s rightfully theirs. These tax incentives can be things like increasing your pension contributions or charitable giving to help offset your income tax.
I can also draw up a cashflow model to bring this to life. The model allows us to explore and compare different strategies and scenarios, so you can see the difference it will make to your long-term finances and goals.
If you want to find out more about the savvy financial strategies I could help you with this tax year, feel free to get in touch.
Tax treatment varies according to individual circumstances and is subject to change.
Stocks and Shares ISAs invest in corporate bonds, stocks and shares and other assets that fluctuate in value.
Tax Planning is not regulated by the Financial Conduct Authority.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 26 November 2024.
Business Services & Protection
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
General Insurance
Home contents insurance, buildings insurance.
Diploma in Regulated Financial Planning
- The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.
Diploma in Financial Planning
- The Level 4 Diploma in Financial Planning from the Chartered Insurance Institute develops core technical understanding across a broad range of key financial planning areas.
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Testimonial 1
What were the circumstances that caused you to initially look for an adviser?
I needed advice that was unique to my current situation. I am due to have a major life changing operation, which I was not expecting .This will require me to have a long period of time off work, with a complete life change afterwards.
How has Owain Blunkett-Evans helped you?
From the first phone call Owain listened to my situation and really took on board what i wanted to do. At that point I was not expecting to be able to get things sorted in time. Owain explained my options and answered all of my questions really clearly and even took the time for me to write down what he was saying. We arranged a meeting, with Owain offering to come to my house as i was struggling with completing the details online. At the meeting Owain gave me all of the positives and negatives involved with what i wanted to do. The meeting achieved everything I was hoping for, with Owain really understanding my situation, and what i needed to do to get things in place
Have you seen the outcome you were hoping for? I managed to achieve more than I was hoping for
What could they have done better? Nothing, it was excellent.
Testimonial 2
What were the circumstances that caused you to initially look for an adviser?
Long term investment.
How has Owain Blunkett-Evans helped you?
Owain listened carefully to my requests and the reasons behind them. Owain pointed out the risk elements with suggestion of alternative route to achieve same end goal. I took Owain's advice and all went well.
Have you seen the outcome you were hoping for? Yes a good timely outcome.
What could they have done better? Nothing, happy with the outcome.
I have worked in the financial services industry for over a decade. I take great pride in working with clients to help them achieve better financial outcomes. I do so by gaining a thorough understanding of what makes them tick and, perhaps most importantly, why. I work with my clients to set realistic and achievable goals, providing an objective soundboard for those big decisions in life.
Outside of work, I'm a keen rugby fan. Like any true Brit, I like to support the underdog - so you'll find me channelling my inner Welsh at internationals! I also enjoy spending time in the great outdoors and often travel the UK on shooting excursions - much to the annoyance of my Fiancé.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.