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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.

Find out more about me below.

Start the conversation

Get in touch to see how I can help you to build a robust plan for your estate.
Contact me today

An adviser’s insight

Graphic for the Estate Planning campaign

Have you considered the importance of estate planning?

Many people don’t realise that inheritance tax (IHT) can apply once your estate goes over £325,000, although some people may also benefit from an additional residence nil rate band when passing on a home to direct descendants. This includes property, money, investments, and everyday belongings, and from April 2027, unused pension savings may also form part of your estate for inheritance tax. This can affect how much of your wealth is ultimately passed on to the people who matter most.

Estate planning helps ensure your wishes are followed and that as much of your estate as possible passes to the people you choose. However, the rules around inheritance tax can be complex and lots of people don’t understand how allowances apply or what their tax position will be.

That’s where I can help. I can help you to get a clear picture of the value of your taxable estate, explore ways to manage or reduce any tax liability and put a long-term plan in place that fits your goals and circumstances.

If you’d like to take control of your legacy, let’s talk about how I can support you.

Services

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.

Qualifications

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.

Testimonials

You can read more client reviews on Vouchedfor.

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.

More about me

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.

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.

3. On going check-ins, on your terms

I'll be there as your financial adviser to give you the support you need.

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.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 05 August 2024.