Network Services



Founded in 1990, Owen & Associates offers a one-stop solution for all intermediaries irrespective of their business model, areas of expertise or experience.


We currently have appointed representative firms across Wales to the South East of England ranging from mortgage and protection brokers to specialist investment firms. We offer a comprehensive range of services for intermediaries so whether you simply need a standard network service or require a niche offering, we will have the right proposition for you.


Owen & Associates has in-depth compliance experience and our service is designed to protect your business in the long-term. You can depend on us for on-going compliance support and the peace of mind that goes with it. Unlike other networks we take a proactive approach towards compliance, solving sales issues as they happen and reducing the burden of remedial work in the future.


The regulatory burden imposed by the FCA will not go away. And it is clear the FCA’s current approach to regulation will mean them taking on an ever-increasing number of regulatory issues. Owen & Associates approach to regulation can easily be geared up to handle the new challenges that come your way.

Exert Network support. We take care of and support all the processes and structures of your business for you.

An overview of our services:

The long-standing and trustful relationships we have with our appointed represntative firms is based on the methods we use to enhance both their performance and their protection, which we continually tweak to match the changing requirements of the market. The continuous reciprocal traffic of knowledge and experience between us and our firms forms the basis of the success of our ongoing relationship.

Basic principles of our work

We combine our experience and expertise to provide the best possible guidance to our advisers which ensures the needs of their customers are always paramount to the advice they give – this customer centric why of working is what sets us apart. Find out more about us and the principles we work by.

Owen & Associates 33 Gay Street Bath BA1 2NT is authorised and regulated by the Financial Conduct Authority (FCA). Owen & Associates’ Financial Services Register number is 146808.

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Owen and Associates are authorised and regulated by the Financial Conduct Authority our FCA number is 146808