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Owen Beswick
Financial Planning Consultant Area Covered: South CoastOwen began his career as a financial adviser in 1996 when he joined Medical Sickness Society. In 2003, he became an Independent Financial Adviser (IFA) and joined Legal & Medical as an equity partner.
He holds the Diploma in Financial Planning (Dip PFS), the Certificate in Mortgage Advice and Practice (CeMAP®) and the Financial Planning Certificate (FPC®) qualifications. He also continues to study for financial exams to keep up-to-date with the latest industry developments and ensure his expert financial advice is relevant to his clients’ requirements.
Owen has three young children and finds that his ‘spare’ time no longer exists juggling the ever increasing number of after school clubs with keeping fit playing squash.
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What's new by Owen
June 2022 market and model portfolio update
As summer finally reveals its true glory here in the UK – are the markets beginning to warm up too?…
Market updates and portfolio performance review
As we speed towards yet another Christmas, now seems a good time to provide a ‘financial market update’ to summarise…
Paying your unexpected pension tax bill: Your options
Confused about how much you’re allowed to contribute to your pension and what to do if you’ve been hit with…
How to know if you’re facing an unexpected tax bill?
Like many doctors and dentists, you may have already started to think about your next tax return, but have you…
The powerful pension options medics now have
How doctors and dentists view and use their pensions has changed since ‘Pension Freedoms’ came into being in March 2015….