Daniel Owen Dip Pfs
About Daniel Owen Dip Pfs
Daniel Owen Dip Pfs is a Financial Planning Manager at Nationwide Building Society in Manchester, United Kingdom, where he has worked since 2016. He holds multiple qualifications in financial planning and aims to provide comprehensive financial advice focused on client confidence and optimal outcomes.
Work at Nationwide Building Society
Daniel Owen serves as a Financial Planning Manager at Nationwide Building Society, a position he has held since 2016. He operates from the Manchester branch, where he focuses on delivering comprehensive financial planning services. His role involves providing holistic financial advice aimed at enhancing client confidence and achieving optimal financial outcomes.
Education and Expertise
Daniel Owen has a solid educational background in financial planning. He studied at The Chartered Institute of Insurance, where he completed a Diploma in Regulated Financial Planning from 2011 to 2015. Additionally, he obtained a Certificate in Mortgage Advice and Practice from ifs University College, completing this program between 2009 and 2011. He also earned a Certificate for Financial Advisers from the same institution during the same period.
Background
Daniel Owen's educational journey includes significant studies in financial services, beginning with his time at ifs University College. His commitment to professional development is evident as he actively pursues Chartered status, aiming to achieve a Level 6 qualification in financial planning. He is engaged in advanced studies to deepen his understanding of the regulated financial environment.
Achievements
Throughout his career, Daniel Owen has focused on providing clients with holistic financial advice. His efforts are directed towards building client confidence and ensuring optimal financial outcomes. His educational qualifications and ongoing pursuit of Chartered status reflect his dedication to the financial planning profession.