Adam Owen

Adam Owen has a diverse work experience in the financial services industry. Adam started their career in 1999 as the Owner and Independent Financial Adviser at Equipoise Financial Services. In 2004, they joined EQi Group Ltd as the Managing Director, where they successfully delivered consistent year-on-year growth for seven years. During that time, they also co-founded EQi Consultancy Ltd and served as a Director, providing operational and strategic support to Financial Services Companies.

In 2011, Adam joined Sense Network Ltd and held various roles including Head of Training and Development, Compliance Auditor, and Head of Operational Compliance. Adam was responsible for training and competency supervision, compliance audits, and the design and launch of the Sense Professional Development Programme. Adam also served as an Independent member of the Investment Committee and Director of Sense Support Ltd, providing compliance support to IFA firms.

In 2016, Adam became a Non-Executive Director at The Personal Finance Society, where they served until 2021.

In 2017, Adam took on the role of Director and Head of Content at NextGen Planners, as well as Chief Executive Officer at Financial Planner Vision (FPDHub Ltd), where they provided guidance on strategy and operational implementation to regulated businesses.

In 2020, Adam joined Plan Works as a Non-Executive Director.

In 2021, they joined the Chartered Management Institute as the West Midlands and North West England Communications and Social Media Lead.

Additionally, Adam served as an L&D Program Accreditation Auditor at the National Skills Academy for Financial Services from 2017 to 2019.

Throughout their career, Adam Owen has demonstrated expertise in strategy, compliance, training and development, and financial planning.

Adam Owen's education history includes the following:

- From 2015 to 2016, Adam attended the Chartered Management Institute where they studied Strategic Management and Leadership.

- Adam's education at the Chartered Insurance Institute is not specified, including the start and end years as well as the field of study.

- In 2019, Adam enrolled at the European Financial Planning Association for further education, but the degree name and field of study are not provided.

- There is no information on Adam's education at the Pensions Management Institute.

In addition to their education, Adam has obtained several certifications:

- In May 2019, Adam became a Financial Services National College Accredited Trainer, receiving accreditation from the Financial Services National College.

- In November 2015, Adam obtained accreditation from the National Skills Academy for Financial Services as a trainer.

- In December 2013, Adam became an Accredited Trainer at both the Chartered Insurance Institute and The Personal Finance Society, receiving accreditation from these institutions.