Working at Keith Williams Financial WM

Our Practice was founded in January 1998 by Keith Owen. He was soon joined by his son, Mark Owen who now runs the firm since Keith's retirement in 2008. The Practice has continued to steadily grow each year predominantly through client recommendation.

We offer a personal face-to-face financial planning and wealth management service and specialise in meeting the financial needs of people who have created more capital, or who earn higher incomes than average and whose circumstances can be more complicated than average. We do not provide off-the-shelf (or off-the-web) solutions, but offer the benefit of a single relationship to meet all financial needs, whatever the priority is.

Philip,  Mortgage Services Manager
Phil came to us from a sales background and started in Financial Services when he joined Keith Williams Financial Wealth Management in the Autumn of 2016.

Mark A. Owen, Adviser
Mark was the "other" Founder Partner of, Keith Williams Financial Wealth Management, back in January 1998. Mark took over sole control of the firm in November 2008 when his Father retired.